BLCR vs SCHB: Differences, Returns & Fees

BLCR and SCHB hold 36% of their weight in the same names, and BLCR returned +26.3% over the year. Net assets: $9.8bn on Oct 9, 2026 for iShares Large Cap Core Active ETF, and $43.3bn on May 31, 2026 for Schwab U.S. Broad Market ETF.

SCHB costs 0.33 points a year less; their one-year returns differ by 9.5 points; SCHB is far larger, $32.9bn against $8m.

BLCR vs SCHB: Differences, Returns & Fees
BLCRSCHB
Expense ratio0.36%0.03%
Net assets, as of Feb 28, 2025$8m$32.9bn
Total return, 1 year+26.3%+16.8%
What it tracksNo index, actively managedDow Jones U.S. Broad Stock Market Index
Holdings in common36%
Top ten holdings, share of the fund48.6%34.9%

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+26.3%
BLCR total return, 1 year
+16.8%
SCHB total return, 1 year
0.36%
BLCR expense ratio
0.03%
SCHB expense ratio

What they hold in common

By the books each fund has filed, BLCR and SCHB hold 36% 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 May 31, 2026 and Oct 9, 2026.

half

36% in common

Positions both hold, largest shared weight first
Holding BLCR SCHB
NVIDIA 7.12% 7.02%
MICROSOFT 6.61% 4.57%
APPLE 4.53% 6.26%
AMAZON.COM INC 5.90% 3.62%
ALPHABET CLASS A 5.06% 3.03%
META PLATFORMS CLASS A 5.05% 1.89%
MICRON TECHNOLOGY 3.31% 1.49%
BROADCOM INC 1.35% 2.90%
ADVANCED MICRO DEVICES 2.44% 1.15%
ELI LILLY 0.76% 1.20%
VISA CLASS A 4.43% 0.75%
INTEL CORPORATION 2.11% 0.74%
Only in BLCR
CDW 2.36%
WHEATON PRECIOUS METALS 1.44%
CASEYS GENERAL STORES INC 1.38%
ROCKET COMPANIES INC CLASS A 1.24%
SPACE EXPLORATION TECHNOLOGIES COR 1.07%
RENTOKIL INITIAL ADS EACH REPRESEN 0.92%
SANDISK 0.64%
EXXONMOBIL HOLDINGS CORP 0.25%
Only in SCHB
Alphabet Inc 2.41%
Tesla Inc 1.68%
Berkshire Hathaway Inc 1.19%
JPMorgan Chase & Co 1.10%
Exxon Mobil Corp 0.83%
Cisco Systems Inc 0.65%
Costco Wholesale Corp 0.58%
Caterpillar Inc 0.56%

Check overlap with more funds →

On the same fields

BLCR
iShares Large Cap Core Active ETF
SCHB
Schwab U.S. Broad Market ETF
Where it sits Stock ETF Stock ETF
What it is Actively managed Tracks an index of US broad market
Total return, 1 year +26.3% +16.8%
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% 0.03%
Already in the S&P 500 85.6% 88.8%
Holdings 52 2405
Net assets, BLCR as of Oct 9, 2026 and SCHB as of May 31, 2026 $9.8bn $43.3bn

BLCR and SCHB 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 SCHB

SCHB tracks an index of US broad market. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 2,405 positions, with the top ten at 34.9%.

Questions people ask

Which returned more over the last year, BLCR or SCHB?
In the year to Oct 9, 2026, with distributions reinvested, BLCR returned +26.3% and SCHB +16.8%.
Which is cheaper, BLCR or SCHB?
SCHB is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BLCR and SCHB overlap with the S&P 500?
By their latest filed holdings, 86% of BLCR and 89% of SCHB by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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