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BLUCvsXVVETF Comparison

ETF 1

BLUC

Bluemonte Large Cap Core ETF

This fund is part of

US Large Cap

-1.25%

Full BLUC fund page

VS

ETF 2

XVV

iShares ESG Select Screened S&P 500 ETF

This fund is part of

US Large Cap

-1.25%

Full XVV fund page

Bluemonte Large Cap Core ETF (BLUC) and iShares ESG Select Screened S&P 500 ETF (XVV) belong to the same industry segment: US Large Cap. BLUC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, XVV's top sector exposures are Technology, Finance and Healthcare. BLUC is more expensive with a Total Expense Ratio (TER) of 0.27%, versus 0.08% for XVV. BLUC is up 12.92% year-to-date (YTD) with +$87M in YTD flows. XVV performs worse with 11.34% YTD performance, and +$17M in YTD flows. Run a side-by-side ETF comparison of BLUC and XVV 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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BLUC vs XVV performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 10/15/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BLUC XVV	+2.43%+1.22%	+2.43%+1.48%	+12.92%+11.34%	+15.70%+15.29%	n/a+81.24%	n/a+79.51%
Flows	BLUC XVV	+$10M+$2M	+$25M+$17M	+$87M+$17M	+$108M+$125M	-+$318M	-+$233M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BLUC XVV	+12.08%+11.65%	+13.80%+13.51%	n/a+15.76%	n/a+17.84%
Max drawdown	BLUC XVV	-4.19%-3.17%	-10.52%-10.60%	n/a-19.53%	n/a-27.18%
Max drawdown duration	BLUC XVV	16d53d	92d92d	n/a126d	n/a709d

Trading data

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	BLUC	XVV
Last sale 10/16/2026 at 1:30 PM	$31.78	$58.23
Previous close 10/15/2026	$32.24	$58.89
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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BLUC

is actively managed and doesn’t replicate an index

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	BLUC	XVV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/16/2026 at 1:30 PM

Live

Closed

	BLUC	XVV
Last price	$31.78	$58.23
1D performance	-1.43%	-1.12%
AuM	$373.96 M	$678.21 M
E/R	0.27%	0.08%

Characteristics

	BLUC	XVV
Management strategy	Active	Passive
Provider	Bluemonte Investment Management	iShares
Benchmark	-	S&P 500 Sustainability Screened Index
N° of holdings	596	438
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 23, 2025	September 22, 2020
ESG	No	Yes

More BLUC data on Trackinsight

More XVV data on Trackinsight

Exposure

Countries

BLUC

USA

96.85%

Other

3.15%

XVV

USA

97.33%

Other

2.67%

Sectors

BLUC

Technology

51.88%

Finance

11.18%

Consumer Non-Cycl.

8.04%

Healthcare

7.84%

Other

21.06%

XVV

Technology

47.94%

Finance

15.18%

Healthcare

9.05%

Consumer Non-Cycl.

8.39%

Other

19.44%

Diversification

BLUC

Total weight of top 15 holdings out of 15

49.86%

XVV

Total weight of top 15 holdings out of 15

48.77%

Top 15 holdings

Data as of August 31, 2026

BLUC

NVIDIA Corp.

9.44%

Apple, Inc.

8.48%

Microsoft Corp.

6.87%

Amazon.com, Inc.

3.93%

Alphabet, Inc.

3.63%

Broadcom Inc.

2.98%

Alphabet, Inc.

2.87%

Meta Platforms, Inc.

2.29%

Tesla, Inc.

1.89%

Eli Lilly & Co.

1.74%

Advanced Micro Devices, Inc.

1.40%

Micron Technology, Inc.

1.17%

Visa, Inc.

1.14%

JPMorgan Chase & Co.

1.04%

Berkshire Hathaway, Inc.

0.98%

XVV

NVIDIA Corp.

9.02%

Apple, Inc.

7.85%

Microsoft Corp.

6.36%

Amazon.com, Inc.

4.29%

Alphabet, Inc.

3.36%

Broadcom Inc.

2.96%

Alphabet, Inc.

2.67%

Meta Platforms, Inc.

2.12%

Micron Technology, Inc.

1.82%

Tesla, Inc.

1.75%

JPMorgan Chase & Co.

1.61%

Berkshire Hathaway, Inc.

1.56%

Eli Lilly & Co.

1.54%

Visa, Inc.

1.06%

Mastercard, Inc.

0.80%

Frequently asked questions about BLUC and XVV

BLUCvsXVVETF Comparison

Bluemonte Large Cap Core ETF

iShares ESG Select Screened S&P 500 ETF

BLUC vs XVV performance and flow charts

Performance

Cumulative Flows

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Countries

Sectors

Diversification

Top 15 holdings

How have the BLUC and XVV ETFs performed in 2026?

As of October 15, 2026, BLUC is up 12.92% year-to-date (YTD), while XVV has returned 11.34%. That puts BLUC better performer ahead so far this year.

Which ETF is attracting more investor money: BLUC or XVV?

Year-to-date, the BLUC ETF saw +$87M in flows, compared to +$17M for XVV.

Which ETF is more volatile: BLUC or XVV?

Over the past year, BLUC had a volatility of 13.8%, while XVV experienced 13.51%.

Which ETF is bigger: BLUC or XVV?

As of October 15, 2026, BLUC holds $373.96 M in assets under management (AUM), while XVV manages $678.21 M.

What sectors do the BLUC and XVV ETFs invest in?

BLUC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, XVV focuses on Technology, Finance and Healthcare.

What are the top holdings of the BLUC ETF and XVV ETF?

BLUC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. XVV holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: BLUC or XVV?

BLUC holds 603 securities with 49.86% of its assets in the top 15. XVV has 441 securities and a top 15 weight of 48.77%.

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