BLCR vs RDVY: Differences, Returns & Fees

BLCR and RDVY hold 18% 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 $25.5bn for First Trust Rising Dividend Achievers ETF.

BLCR costs 0.11 points a year less; their one-year returns differ by 6.1 points; RDVY is 2.6 times larger.

BLCR vs RDVY: Differences, Returns & Fees
BLCRRDVY
Expense ratio0.36%0.47%
Net assets$9.8bn$25.5bn
Total return, 1 year+26.3%+20.2%
What it tracksNo index, actively managedNasdaq US Rising Dividend Achievers Index
Holdings in common18%
Top ten holdings, share of the fund48.6%23.2%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+26.3%
BLCR total return, 1 year
+20.2%
RDVY total return, 1 year
0.36%
BLCR expense ratio
0.47%
RDVY expense ratio

What they hold in common

By the books each fund has filed, BLCR and RDVY hold 18% 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.

half

18% in common

Positions both hold, largest shared weight first
Holding BLCR RDVY
MICROSOFT 6.61% 2.23%
NVIDIA 7.12% 2.23%
MICRON TECHNOLOGY 3.31% 2.21%
META PLATFORMS CLASS A 5.05% 2.20%
VISA CLASS A 4.43% 2.16%
ALPHABET CLASS A 5.06% 1.98%
APPLE 4.53% 1.66%
WELLS FARGO 2.04% 1.50%
ELEVANCE HEALTH INC 0.55% 0.58%
HOWMET AEROSPACE 2.06% 0.43%
LAM RESEARCH 0.32% 2.55%
WESTERN DIGITAL CORP 0.12% 0.83%
Only in BLCR
AMAZON.COM INC 5.90%
CARDINAL HEALTH 3.60%
ATI 3.01%
WESCO INTERNATIONAL 2.91%
ADVANCED MICRO DEVICES 2.44%
HASBRO 2.40%
CDW 2.36%
AIR PRODUCTS AND CHEMICALS 2.17%
Only in RDVY
Applied Materials, Inc. 2.62%
KLA Corporation 2.39%
GE Vernova Inc. 2.34%
The Travelers Companies, Inc. 2.24%
Automatic Data Processing, Inc. 2.13%
Expedia Group, Inc. 2.09%
The Bank of New York Mellon Corporation 2.06%
Chubb Limited 2.02%

Check overlap with more funds →

On the same fields

BLCR
iShares Large Cap Core Active ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
What it is Actively managed Tracks an index of Rising Dividend Achievers
Total return, 1 year +26.3% +20.2%
Its benchmark over the same days +16.6% (IWB) not published
Gap to its benchmark +9.6 pts vs IWB not available
Expense ratio 0.36% 0.47%
Already in the S&P 500 85.6% 94.3%
Holdings 52 72
Net assets $9.8bn $25.5bn

BLCR and RDVY 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 RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 9, 2026 it returned +20.2% with distributions reinvested. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 9, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 23.2%. It sat 4.9% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, BLCR or RDVY?
In the year to Oct 9, 2026, with distributions reinvested, BLCR returned +26.3% and RDVY +20.2%.
Which is cheaper, BLCR or RDVY?
BLCR is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BLCR and RDVY overlap with the S&P 500?
By their latest filed holdings, 86% of BLCR and 94% of RDVY by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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