BLCR vs RECS
iShares Large Cap Core Active ETF vs Columbia Research Enhanced Core ETF
Which is better, BLCR or RECS?
BLCR has been ahead.
RECS has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. RECS is less concentrated, with 42.0% 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 | RECS |
|---|---|---|
| Expense Ratio | 0.36% | 0.15%Best |
| AUM | $9.8B | $6.2B |
| Dividend Yield | 0.32% | 1.01% |
| Holdings | 52 | 718 |
| YTD Return | +16.18%Best | +11.16% |
| 1Y Return | +25.71%Best | +15.54% |
| 3Y Return (annualized) | +27.24%Best | +22.44% |
| 5Y Return (annualized) | - | +13.81% |
| Volatility (annualized) | 15.7% | 11.4%Best |
| Max Drawdown | -21.3% | -18.6%Best |
| $10,000 over 3 years | $20,600Best | $19,424 |
| Top 10 Weight | 48.6% | 42.0%Best |
| Fund Family | BlackRock, Inc. (US) | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Sep 25, 2019 |
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 RECS 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 RECS Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Columbia Research Enhanced Core ETF (RECS) is an ETF from Columbia Threadneedle Investments. Over the past year BLCR returned +25.71% while RECS returned +15.54%. Year to date, BLCR is up 16.18% versus a gain of 11.16% for RECS.
Over three years, BLCR compounded at +27.24% per year against +22.44% for RECS.
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 11.4% for RECS. 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 -18.6% for RECS. 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 RECS charges 0.15%. On a $10,000 position that is $36 vs $15 annually, a gap of $21 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 1.01% for RECS.
Holdings Overlap
30.8% of BLCR's money is in holdings RECS also owns. 36.3% of RECS's money is in holdings BLCR also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 53 positions we hold weights for in BLCR and 353 in RECS, against full books of 52 and 718.
What only one of them owns
Our book lists 324 positions for RECS that do not appear in our book for BLCR (62.1% of the fund), and 38 for BLCR that do not appear in RECS (66.8%).
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 RECS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 12.01% | 4.65% |
| AAPLApple, Inc | 4.55% | 11.96% | 7.41% |
| METAMeta Platforms Inc | 5.18% | 4.79% | 0.39% |
| MUMicron Technology, Inc. | 3.50% | 2.28% | 1.22% |
| CAHCardinal Health Inc. | 3.50% | 0.42% | 3.08% |
| CVXChevron Corp | 1.33% | 1.60% | 0.27% |
| CIENCiena Corp | 1.57% | 0.13% | 1.44% |
| HPEHewlett Packard Enterprise Co | 1.15% | 0.20% | 0.95% |
| ELVElevance Health Inc | 0.52% | 0.78% | 0.26% |
| COPConocophillips Common Stock USD 0.01 | 0.48% | 0.68% | 0.20% |
36.3% of RECS is already inside BLCR.
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 RECS?
BLCR has an expense ratio of 0.36% while RECS charges 0.15%. RECS is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BLCR or RECS?
Over the past year BLCR returned +25.71% vs +15.54% for RECS, 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 RECS?
BLCR has been the more volatile fund at 15.7% annualized versus 11.4% for RECS. Worst drawdown: BLCR -21.3% vs RECS -18.6%.
Should I hold both BLCR and RECS?
BLCR and RECS 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 RECS?
36.3% of RECS's money is in holdings BLCR also owns. 36.3% of RECS's is in holdings BLCR also owns. They hold 13 positions in common, counted across the 53 positions we hold weights for in BLCR and 353 in RECS.
Which pays a higher dividend, BLCR or RECS?
BLCR yields 0.32% while RECS yields 1.01%, so RECS currently pays the higher dividend yield.
Is RECS better than BLCR?
RECS has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. RECS is less concentrated, with 42.0% 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.