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AQLT vs BLGR

Comparison between ISHARES MSCI GLOBAL QUALITY FACTOR ETF (AQLT, ETF) and BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF).

AQLT vs BLGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AQLT
$274M
Winner
BLGR
$275M
Expense Ratio
Winner
AQLT
0.20%
BLGR
0.24%
Max Drawdown
AQLT
16.84%
Winner
BLGR
14.17%
Sharpe Ratio
Winner
AQLT
1.28
BLGR
0.89
5Y Beta
Winner
AQLT
0.92
BLGR
1.24
P/E Ratio
AQLT
32.37
BLGR
N/A
Forward P/E
AQLT
24.78
BLGR
N/A
PEG Ratio
AQLT
0.72
BLGR
N/A
5Y EPS CAGR
AQLT
27.02%
BLGR
N/A
Debt to Equity
AQLT
48.92%
BLGR
N/A
P/S Ratio
AQLT
5.86
BLGR
N/A
P/B Ratio
AQLT
11.13
BLGR
N/A

AQLT vs BLGR - Holdings Comparison

AQLT and BLGR have 0 common holdings. Overlap is 0.00%

AQLT's top 25 holdings weight is 54.64%. BLGR's top 25 holdings weight is 99.23%.

RankAQLTBLGR
#1
n/a (n/a) - 5.25%
STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.20%
#2
APPLE INC (AAPL) - 5.13%
SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.55%
#3
META PLATFORMS INC CLASS A (META) - 4.66%
VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.47%
#4
MICROSOFT CORP (MSFT) - 4.53%
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 9.01%
#5
BROADCOM INC (AVGO) - 4.52%
N/A
#6
NVIDIA CORP (NVDA) - 4.46%
N/A
#7
ELI LILLY AND CO (LLY) - 2.98%
N/A
#8
ASML HOLDING NV (n/a) - 2.62%
N/A
#9
ALPHABET INC CLASS A (GOOGL) - 2.46%
N/A
#10
VISA INC CLASS A (V) - 2.19%
N/A
#11
ALPHABET INC CLASS C (GOOG) - 1.94%
N/A
#12
JOHNSON & JOHNSON (JNJ) - 1.82%
N/A
#13
APPLIED MATERIALS INC (AMAT) - 1.62%
N/A
#14
LAM RESEARCH CORP (LRCX) - 1.53%
N/A
#15
WALMART INC (WMT) - 1.32%
N/A
#16
CISCO SYSTEMS INC (CSCO) - 1.26%
N/A
#17
CATERPILLAR INC (CAT) - 1.24%
N/A
#18
MASTERCARD INC CLASS A (MA) - 1.24%
N/A
#19
COSTCO WHOLESALE CORP (COST) - 1.23%
N/A
#20
NETFLIX INC (NFLX) - 1.12%
N/A
#21
BRISTOL-MYERS SQUIBB CO (BMY) - 0.31%
N/A
#22
RECRUIT HOLDINGS CO LTD (n/a) - 0.31%
N/A
#23
DELTA ELECTRONICS INC (n/a) - 0.31%
N/A
#24
ZURICH INSURANCE GROUP AG (n/a) - 0.30%
N/A
#25
CADENCE DESIGN SYSTEMS INC (CDNS) - 0.29%
N/A
Total Holdings5054

AQLT vs BLGR - Historical Returns

Returns include dividend reinvestment.

1M
AQLT
-0.50%
Winner
BLGR
+0.39%
3M
AQLT
+5.06%
Winner
BLGR
+6.52%
6M
AQLT
+8.69%
Winner
BLGR
+9.64%
1Y
Winner
AQLT
+22.98%
BLGR
+18.32%
Max(CAGR)
AQLT
+16.15%
Winner
BLGR
+23.52%

AQLT vs BLGR - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearAQLTBLGR
2026+10.75%+8.37%
2025+18.13%+16.11%
2024-3.14%N/A

AQLT vs BLGR Drawdown Comparison

The maximum drawdown for AQLT was -16.84%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.

The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.

The current AQLT drawdown is -1.33%. The current BLGR drawdown is -3.38%.

RankAQLTBLGR
#1-16.84%
Feb 13, 2025 - Jun 26, 2025
-14.08%
Oct 29, 2025 - Apr 17, 2026
#2-10.68%
Feb 25, 2026 - Apr 17, 2026
-6.50%
Jun 1, 2026 - Jun 10, 2026
#3-4.69%
Oct 28, 2025 - Nov 28, 2025
-3.11%
Oct 8, 2025 - Oct 24, 2025
#4-4.17%
Dec 12, 2024 - Jan 23, 2025
-2.82%
May 14, 2026 - May 28, 2026
#5-3.98%
Jun 2, 2026 - Jun 15, 2026
-2.35%
Aug 14, 2025 - Aug 28, 2025
#6-2.82%
Oct 8, 2025 - Oct 20, 2025
-2.17%
Jul 28, 2025 - Aug 6, 2025
#7-2.82%
Jul 25, 2025 - Aug 12, 2025
-1.97%
Sep 22, 2025 - Oct 6, 2025
#8-2.72%
Jun 15, 2026 - Jul 6, 2026
-1.94%
Aug 28, 2025 - Sep 8, 2025
#9-2.25%
Jan 29, 2026 - Feb 9, 2026
-1.10%
Apr 17, 2026 - Apr 22, 2026
#10-2.25%
May 14, 2026 - May 26, 2026
-1.07%
Apr 27, 2026 - May 1, 2026
#11-2.19%
Jul 10, 2026 - Jul 20, 2026
-0.97%
Apr 22, 2026 - Apr 24, 2026
#12-2.14%
Dec 11, 2025 - Dec 23, 2025
-0.92%
Jun 30, 2025 - Jul 3, 2025
#13-1.77%
Jan 12, 2026 - Jan 22, 2026
-0.85%
Jul 3, 2025 - Jul 9, 2025
#14-1.72%
Sep 22, 2025 - Oct 1, 2025
-0.57%
Sep 15, 2025 - Sep 18, 2025
#15-1.59%
Feb 11, 2026 - Feb 20, 2026
-0.55%
Oct 6, 2025 - Oct 8, 2025

Correlation

Correlation between AQLT and BLGR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2024 - 2026)

AQLT vs BLGR dividend yield comparison.

YearAQLTBLGR
20260.55%0.17%
20251.05%0.17%
20240.02%0.00%

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