Which returned more over the last year, BLCR or IWV?

In the year to Oct 9, 2026, with distributions reinvested, BLCR returned +26.3% and IWV +16.7%.

Which is cheaper, BLCR or IWV?

IWV is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do BLCR and IWV overlap with the S&P 500?

By their latest filed holdings, 86% of BLCR and 88% of IWV by weight is stocks the S&P 500 already holds.

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BLCR vs IWV: Differences, Returns & Fees

BLCR and IWV hold 38% of their weight in the same names, and BLCR returned +26.3% over the year. Net assets on Oct 9, 2026: $9.8bn for iShares Large Cap Core Active ETF and $20.6bn for iShares Russell 3000 ETF.

IWV costs 0.16 points a year less; their one-year returns differ by 9.6 points; IWV is 2.1 times larger.

BLCR vs IWV: Differences, Returns & Fees
	BLCR	IWV
Expense ratio	0.36%	0.20%
Net assets	$9.8bn	$20.6bn
Total return, 1 year	+26.3%	+16.7%
What it tracks	No index, actively managed	Russell 3000 Index
Holdings in common	38%
Top ten holdings, share of the fund	48.6%	34.7%

Holdings in common uses holdings dated Oct 9, 2026.

+26.3%

BLCR total return, 1 year

+16.7%

IWV total return, 1 year

0.36%

BLCR expense ratio

0.20%

IWV expense ratio

What they hold in common

By the books each fund has filed, BLCR and IWV hold 38% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

38% in common

Positions both hold, largest shared weight first

Holding BLCR IWV

NVIDIA 7.12% 7.15%

MICROSOFT 6.61% 5.32%

APPLE 4.53% 6.51%

AMAZON.COM INC 5.90% 3.40%

ALPHABET CLASS A 5.06% 2.74%

META PLATFORMS CLASS A 5.05% 2.11%

MICRON TECHNOLOGY 3.31% 1.55%

BROADCOM INC 1.35% 2.25%

ADVANCED MICRO DEVICES 2.44% 1.32%

VISA CLASS A 4.43% 0.87%

ELI LILLY 0.76% 1.26%

INTEL CORPORATION 2.11% 0.64%

Only in BLCR

WHEATON PRECIOUS METALS 1.44%

RENTOKIL INITIAL ADS EACH REPRESEN 0.92%

MADISON AIR SOLUTIONS CORP CLASS A 0.35%

Only in IWV

ALPHABET CLASS C 2.21%

TESLA INC 1.49%

BERKSHIRE HATHAWAY INC CLASS B 1.28%

JPMORGAN CHASE & CO 1.19%

ABBVIE 0.65%

MASTERCARD CLASS A 0.64%

CISCO SYSTEMS INC 0.63%

PALANTIR TECHNOLOGIES CLASS A 0.62%

Check overlap with more funds →

On the same fields

BLCR

iShares Large Cap Core Active ETF

IWV

iShares Russell 3000 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Actively managed Tracks an index

Total return, 1 year +26.3% +16.7%

Its benchmark over the same days +16.6% (IWB) +16.8% (VTHR)

Gap to its benchmark +9.6 pts vs IWB −0.1 pts vs VTHR

Expense ratio 0.36% 0.20%

Already in the S&P 500 85.6% 87.8%

Holdings 52 2600

Net assets $9.8bn $20.6bn

BLCR and IWV on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BLCR

BLCR is actively managed and tracks no index. The prospectus expense ratio is 0.36% a year. By its holdings published by its issuer for Oct 9, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 52 positions, with the top ten at 48.6%.

Over the year to Oct 9, 2026 it returned +26.3% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.

About IWV

IWV tracks an index. Over the year to Oct 9, 2026 it returned +16.7% with distributions reinvested, against +16.8% for its benchmark, the Russell 3000 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,600 positions, with the top ten at 34.7%.

Questions people ask

Which returned more over the last year, BLCR or IWV?: In the year to Oct 9, 2026, with distributions reinvested, BLCR returned +26.3% and IWV +16.7%.
Which is cheaper, BLCR or IWV?: IWV is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BLCR and IWV overlap with the S&P 500?: By their latest filed holdings, 86% of BLCR and 88% of IWV by weight is stocks the S&P 500 already holds.

Other comparisons

BLCR vs OEF BLCR vs DFUS BLCR vs MTUM BLCR vs SPHQ IWV vs MGC IWV vs VONE IWV vs PBUS FELC vs IWV

BLCR on its own →IWV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

BLCR filings on SEC EDGAR ↗BLCR prospectus with the expense ratio (SEC) ↗iShares page for BLCR ↗IWV filings on SEC EDGAR ↗IWV prospectus with the expense ratio (SEC) ↗iShares page for IWV ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, BLCR against IWV, data as of Oct 9, 2026. https://etfiq.com/compare/any/blcr-vs-iwv

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.