BLGR vs VOO
BLGR vs VOO
Bluemonte Large Cap Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BLGR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | - | $979.0B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +12.65% | +13.80% | |
| 1Y Return | +21.74% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 16.9% | 14.1% | |
| Max Drawdown | -14.1% | -34.3% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
BLGR vs VOO Performance
Bluemonte Large Cap Growth ETF (BLGR) is a ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BLGR returned +21.74% while VOO returned +23.71%. Year to date, BLGR is up 12.65% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.1% for BLGR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLGR charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period.
Holdings Overlap
BLGR and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLGR or VOO?
BLGR has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BLGR or VOO?
Over the past year BLGR returned +21.74% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +26.74% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BLGR or VOO?
BLGR has been the more volatile fund at 16.9% annualized versus 14.1% for VOO. Worst drawdown: BLGR -14.1% vs VOO -34.3%.
Should I hold both BLGR and VOO?
BLGR and VOO have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BLGR and VOO?
BLGR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
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