BLCR vs JMOM
iShares Large Cap Core Active ETF vs JPMorgan US Momentum Factor ETF
Which is better, BLCR or JMOM?
Each has led over a different period.
JMOM has a lower expense ratio. BLCR led over 1Y and 3Y, JMOM over the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 48.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLCR | JMOM |
|---|---|---|
| Expense Ratio | 0.36% | 0.12%Best |
| AUM | $9.8B | $2.8B |
| Dividend Yield | 0.32% | 0.75% |
| Holdings | 52 | 594 |
| YTD Return | +16.18% | +20.05%Best |
| 1Y Return | +25.71%Best | +22.67% |
| 3Y Return (annualized) | +27.24%Best | +26.39% |
| 5Y Return (annualized) | - | +13.72% |
| Volatility (annualized) | 15.7% | 14.7%Best |
| Max Drawdown | -21.3% | -19.5%Best |
| $10,000 over 3 years | $20,600 | $21,442Best |
| Top 10 Weight | 48.6% | 19.1%Best |
| Fund Family | BlackRock, Inc. (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Nov 8, 2017 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 14, 2026 (3 years).
BLCR vs JMOM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
BLCR vs JMOM Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management. Over the past year BLCR returned +25.71% while JMOM returned +22.67%. Year to date, BLCR is up 16.18% versus a gain of 20.05% for JMOM.
Over three years, BLCR compounded at +27.24% per year against +26.39% for JMOM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 14.7% for JMOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for BLCR and -19.5% for JMOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLCR charges 0.36% per year while JMOM charges 0.12%. On a $10,000 position that is $36 vs $12 annually, a gap of $24 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.75% for JMOM.
Holdings Overlap
59.3% of BLCR's money is in holdings JMOM also owns. 27.6% of JMOM's money is in holdings BLCR also owns.
The two portfolios partly overlap.
27 positions in common, counted across the 53 positions we hold weights for in BLCR and 285 in JMOM, against full books of 52 and 594.
What only one of them owns
Our book lists 245 positions for JMOM that do not appear in our book for BLCR (68.6% of the fund), and 24 for BLCR that do not appear in JMOM (38.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BLCR | Weight in JMOM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 1.97% | 5.39% |
| MSFTMicrosoft Corp | 6.47% | 2.02% | 4.45% |
| GOOGLAlphabet Inc | 5.00% | 1.96% | 3.04% |
| AAPLApple, Inc | 4.55% | 2.03% | 2.52% |
| AMZNAmazon.Com Inc | 5.72% | 0.56% | 5.16% |
| MUMicron Technology, Inc. | 3.50% | 2.12% | 1.38% |
| AMDAdvanced Micro Devices Inc | 2.58% | 2.53% | 0.05% |
| INTCIntel Corporation | 2.43% | 1.61% | 0.82% |
| CAHCardinal Health Inc. | 3.50% | 0.26% | 3.24% |
| ATIAti Inc | 3.06% | 0.24% | 2.82% |
59.3% of BLCR is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, BLCR or JMOM?
BLCR has an expense ratio of 0.36% while JMOM charges 0.12%. JMOM is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, BLCR or JMOM?
Over the past year BLCR returned +25.71% vs +22.67% for JMOM, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or JMOM?
BLCR has been the more volatile fund at 15.7% annualized versus 14.7% for JMOM. Worst drawdown: BLCR -21.3% vs JMOM -19.5%.
Should I hold both BLCR and JMOM?
BLCR and JMOM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BLCR and JMOM?
59.3% of BLCR's money is in holdings JMOM also owns. 27.6% of JMOM's is in holdings BLCR also owns. They hold 27 positions in common, counted across the 53 positions we hold weights for in BLCR and 285 in JMOM.
Which pays a higher dividend, BLCR or JMOM?
BLCR yields 0.32% while JMOM yields 0.75%, so JMOM currently pays the higher dividend yield.
Is JMOM better than BLCR?
JMOM has a lower expense ratio. BLCR led over 1Y and 3Y, JMOM over the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.