BLCR vs RECI

BLCR vs RECI

Which is better, BLCR or RECI?

RECI costs less.

RECI has a lower expense ratio.

Lower Fees: RECI

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

MetricBLCRRECI
Expense Ratio0.36%0.30%Best
AUM$9.8B$10M
Dividend Yield0.32%0.67%
Holdings52715
YTD Return+16.18%Best+2.97%
1Y Return+25.71%-
3Y Return (annualized)+27.24%-
Fund FamilyBlackRock, Inc. (US)Columbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2023Jul 14, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BLCR vs RECI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BLCR against instead:BLCR vs SPYBLCR vs QQQBLCR vs VOOBLCR vs VTIRECI against:RECI vs VXUS

BLCR vs RECI Performance

iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments. Year to date, BLCR is up 16.18% versus a gain of 2.97% for RECI.

Past performance does not guarantee future results.

Fees and Cost Over Time

BLCR charges 0.36% per year while RECI charges 0.30%. On a $10,000 position that is $36 vs $30 annually, a gap of $6 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.67% for RECI.

Holdings Overlap

BLCR already in RECI30.8%

At least 30.8% of BLCR's money is in holdings RECI also owns.

Stated as a floor: for RECI, our book for it covers 80.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

13 positions in common, counted across the 53 positions we hold weights for in BLCR and 354 in RECI, against full books of 52 and 715.

Top Shared Holdings

StockWeight in BLCRWeight in RECIDifference
NVDANvidia Corp7.36%10.27%2.91%
AAPLApple, Inc4.55%9.59%5.04%
METAMeta Platforms Inc5.18%3.76%1.42%
MUMicron Technology, Inc.3.50%2.01%1.49%
CAHCardinal Health Inc.3.50%0.33%3.17%
CVXChevron Corp1.33%1.23%0.10%
CIENCiena Corp1.57%0.11%1.46%
HPEHewlett Packard Enterprise Co1.15%0.18%0.97%
ELVElevance Health Inc0.52%0.58%0.06%
SNDKVSandisk Corp.0.70%0.37%0.33%

30.8% of BLCR is already inside RECI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BLCRRECI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLCR or RECI?

BLCR has an expense ratio of 0.36% while RECI charges 0.30%. RECI is the cheaper option, by $6 a year on a $10,000 investment.

What is the holdings overlap between BLCR and RECI?

At least 30.8% of BLCR's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 53 positions we hold weights for in BLCR and 354 in RECI.

Which pays a higher dividend, BLCR or RECI?

BLCR yields 0.32% while RECI yields 0.67%, so RECI currently pays the higher dividend yield.

Is RECI better than BLCR?

RECI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.