BLCR vs JQUA
iShares Large Cap Core Active ETF vs JPMorgan US Quality Factor ETF
Which is better, BLCR or JQUA?
BLCR has been ahead.
JQUA has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. JQUA is less concentrated, with 19.8% 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 | JQUA |
|---|---|---|
| Expense Ratio | 0.36% | 0.12%Best |
| AUM | $9.8B | $9.3B |
| Dividend Yield | 0.32% | 1.08% |
| Holdings | 52 | 624 |
| YTD Return | +16.67% | +21.29%Best |
| 1Y Return | +25.64%Best | +23.19% |
| 3Y Return (annualized) | +27.39%Best | +21.33% |
| 5Y Return (annualized) | - | +13.89% |
| Volatility (annualized) | 15.7% | 11.6%Best |
| Max Drawdown | -21.3% | -16.8%Best |
| $10,000 over 3 years | $20,673Best | $18,933 |
| Top 10 Weight | 48.6% | 19.8%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 15, 2026 (3 years).
BLCR vs JQUA 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 JQUA Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and JPMorgan US Quality Factor ETF (JQUA) is an ETF from J.P. Morgan Asset Management. Over the past year BLCR returned +25.64% while JQUA returned +23.19%. Year to date, BLCR is up 16.67% versus a gain of 21.29% for JQUA.
Over three years, BLCR compounded at +27.39% per year against +21.33% for JQUA.
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 11.6% for JQUA. 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 -16.8% for JQUA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLCR charges 0.36% per year while JQUA 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 1.08% for JQUA.
Holdings Overlap
46.9% of BLCR's money is in holdings JQUA also owns. 26.6% of JQUA's money is in holdings BLCR also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 53 positions we hold weights for in BLCR and 306 in JQUA, against full books of 52 and 624.
What only one of them owns
Our book lists 275 positions for JQUA that do not appear in our book for BLCR (71.8% of the fund), and 31 for BLCR that do not appear in JQUA (50.8%).
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 JQUA | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 2.00% | 5.36% |
| MSFTMicrosoft Corp | 6.47% | 2.05% | 4.42% |
| METAMeta Platforms Inc | 5.18% | 2.10% | 3.08% |
| GOOGLAlphabet Inc | 5.00% | 1.80% | 3.20% |
| AAPLApple, Inc | 4.55% | 2.06% | 2.49% |
| VVisa Inc Class A | 4.20% | 1.69% | 2.51% |
| MUMicron Technology, Inc. | 3.50% | 2.16% | 1.34% |
| AMDAdvanced Micro Devices Inc | 2.58% | 2.26% | 0.32% |
| AVGOBroadcom Inc | 1.34% | 1.92% | 0.58% |
| JNJJohnson & Johnson - Common | 0.52% | 1.54% | 1.02% |
46.9% of BLCR is already inside JQUA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or JQUA?
BLCR has an expense ratio of 0.36% while JQUA charges 0.12%. JQUA is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, BLCR or JQUA?
Over the past year BLCR returned +25.64% vs +23.19% for JQUA, 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 JQUA?
BLCR has been the more volatile fund at 15.7% annualized versus 11.6% for JQUA. Worst drawdown: BLCR -21.3% vs JQUA -16.8%.
Should I hold both BLCR and JQUA?
BLCR and JQUA have a monthly-return correlation of 0.83, 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 JQUA?
46.9% of BLCR's money is in holdings JQUA also owns. 26.6% of JQUA's is in holdings BLCR also owns. They hold 20 positions in common, counted across the 53 positions we hold weights for in BLCR and 306 in JQUA.
Which pays a higher dividend, BLCR or JQUA?
BLCR yields 0.32% while JQUA yields 1.08%, so JQUA currently pays the higher dividend yield.
Is JQUA better than BLCR?
JQUA has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. JQUA is less concentrated, with 19.8% 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.