BLGRvsIVWETF Comparison
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Bluemonte Large Cap Growth ETF (BLGR) and iShares S&P 500 Growth ETF (IVW) belong to the same industry segment: US Large Cap Growth. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. BLGR is more expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.18% for IVW. BLGR is up 12.45% year-to-date (YTD) with +$68M in YTD flows. IVW performs better with 13.06% YTD performance, and +$1.80B in YTD flows. Run a side-by-side ETF comparison of BLGR and IVW below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BLGR vs IVW performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLGR IVW | +2.91%+1.19% | +2.30%+2.04% | +12.45%+13.06% | +15.01%+16.45% | n/a+100.13% | n/a+85.21% |
| Flows | BLGR IVW | +$8M+$410M | +$19M+$1.18B | +$68M+$1.80B | +$84M+$1.29B | -+$5.69B | -+$6.88B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLGR IVW | +15.05%+16.64% | +16.76%+18.27% | n/a+19.77% | n/a+21.64% |
| Max drawdown | BLGR IVW | -5.98%-5.28% | -14.20%-13.73% | n/a-22.23% | n/a-32.78% |
| Max drawdown duration | BLGR IVW | 19d10d | 169d167d | n/a124d | n/a794d |
Trading data
BLGR | IVW | |
Last sale 10/16/2026 at 1:30 PM | $32.18 | $138.93 |
| Previous close 10/15/2026 | $32.81 | $141.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BLGR
is actively managed and doesn’t replicate an indexBLGR | IVW | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BLGR | IVW | |
|---|---|---|
| Last price | $32.18 | $138.93 |
| 1D performance | -1.93% | -1.93% |
| AuM | $307.39 M | $76.86 B |
| E/R | 0.28% | 0.18% |
Characteristics
BLGR | IVW | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Bluemonte Investment Management | iShares |
| Benchmark | - | S&P 500 Growth Index |
| N° of holdings | 710 | 147 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | May 22, 2000 |
| ESG | No | No |
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Exposure
Countries
BLGR
USA
97.83%
Other
2.17%
IVW
USA
99.17%
Other
0.83%
Sectors
BLGR
Technology
61.64%
Finance
8.88%
Healthcare
7.32%
Other
22.16%
IVW
Technology
66.37%
Finance
9.39%
Other
24.24%
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Diversification
BLGR
Total weight of top 15 holdings out of 15
62.12%
IVW
Total weight of top 15 holdings out of 15
68.8%
Top 15 holdings
Data as of August 31, 2026
BLGR
NVIDIA Corp.
13.10%
Microsoft Corp.
8.60%
Apple, Inc.
7.34%
Alphabet, Inc.
4.96%
Broadcom Inc.
4.31%
Alphabet, Inc.
3.96%
Amazon.com, Inc.
3.74%
Meta Platforms, Inc.
3.03%
Eli Lilly & Co.
2.62%
Advanced Micro Devices, Inc.
2.14%
Micron Technology, Inc.
2.11%
Tesla, Inc.
2.06%
Berkshire Hathaway, Inc.
1.46%
Visa, Inc.
1.46%
Palantir Technologies, Inc.
1.24%
IVW
NVIDIA Corp.
14.85%
Microsoft Corp.
10.46%
Apple, Inc.
6.46%
Alphabet, Inc.
5.52%
Broadcom Inc.
4.87%
Alphabet, Inc.
4.40%
Amazon.com, Inc.
3.74%
Meta Platforms, Inc.
3.49%
Micron Technology, Inc.
3.00%
Berkshire Hathaway, Inc.
2.57%
Eli Lilly & Co.
2.54%
Advanced Micro Devices, Inc.
2.13%
JPMorgan Chase & Co.
1.80%
Tesla, Inc.
1.78%
Palantir Technologies, Inc.
1.19%
Frequently asked questions about BLGR and IVW
How have the BLGR and IVW ETFs performed in 2026?
As of October 15, 2026, BLGR is up 12.45% year-to-date (YTD), while IVW has returned 13.06%. That puts IVW better performer ahead so far this year.
Which ETF is attracting more investor money: BLGR or IVW?
Year-to-date, the BLGR ETF saw +$68M in flows, compared to +$1.80B for IVW.
Which ETF is more volatile: BLGR or IVW?
Over the past year, BLGR had a volatility of 16.76%, while IVW experienced 18.27%.
Which ETF is bigger: BLGR or IVW?
As of October 15, 2026, BLGR holds $307.39 M in assets under management (AUM), while IVW manages $76.86 B.
What sectors do the BLGR and IVW ETFs invest in?
BLGR leans toward sectors like Technology, Finance and Healthcare. Meanwhile, IVW focuses on Technology and Finance.
What are the top holdings of the BLGR ETF and IVW ETF?
BLGR top holdings include NVIDIA Corp., Microsoft Corp. and Apple, Inc.. IVW holds in its top three: NVIDIA Corp., Microsoft Corp. and Apple, Inc..
Which ETF is more diversified: BLGR or IVW?
BLGR holds 715 securities with 62.12% of its assets in the top 15. IVW has 149 securities and a top 15 weight of 68.8%.
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