BLCR vs DSI
Comparison between BlackRock Large Cap Core ETF (BLCR, ETF) and ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF).
BLCR vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLCR
$5.10B
DSI
$5.10B
Expense Ratio
BLCR
0.36%
Winner
DSI
0.25%
Max Drawdown
Winner
BLCR
21.36%
DSI
55.08%
Sharpe Ratio
Winner
BLCR
2.45
DSI
1.87
5Y Beta
BLCR
1.07
Winner
DSI
1.02
P/E Ratio
BLCR
35.52
Winner
DSI
29.74
Forward P/E
BLCR
22.96
Winner
DSI
22.55
PEG Ratio
BLCR
0.52
Winner
DSI
0.35
5Y Dividends CAGR
BLCR
N/A
DSI
11.27%
5Y EPS CAGR
BLCR
28.17%
Winner
DSI
30.73%
Debt to Equity
BLCR
59.65%
Winner
DSI
19.44%
P/S Ratio
Winner
BLCR
2.00
DSI
3.81
P/B Ratio
Winner
BLCR
5.82
DSI
6.36
BLCR vs DSI - Holdings Comparison
BLCR and DSI have 17 common holdings. Overlap is 22.10%
BLCR's top 25 holdings weight is 85.86%. DSI's top 25 holdings weight is 59.47%.
| Rank | BLCR | DSI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.34% | NVIDIA CORP (NVDA) - 14.98% |
| #2 | AMAZON.COM INC (AMZN) - 6.20% | MICROSOFT CORP (MSFT) - 8.46% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | ALPHABET INC CLASS A (GOOGL) - 6.38% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.81% | ALPHABET INC CLASS C (GOOG) - 5.29% |
| #5 | CIENA CORP (CIEN) - 4.42% | TESLA INC (TSLA) - 3.45% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.40% | ADVANCED MICRO DEVICES INC (AMD) - 2.18% |
| #7 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 4.17% | VISA INC CLASS A (V) - 1.59% |
| #8 | CARDINAL HEALTH INC (CAH) - 3.58% | INTEL CORP (INTC) - 1.55% |
| #9 | HASBRO INC (HAS) - 3.38% | CISCO SYSTEMS INC (CSCO) - 1.36% |
| #10 | CME GROUP INC CLASS A (CME) - 3.34% | MASTERCARD INC CLASS A (MA) - 1.21% |
| #11 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.20% | CATERPILLAR INC (CAT) - 1.18% |
| #12 | APPLE INC (AAPL) - 3.19% | LAM RESEARCH CORP (LRCX) - 1.10% |
| #13 | VISA INC CLASS A (V) - 3.15% | ABBVIE INC (ABBV) - 1.09% |
| #14 | HOWMET AEROSPACE INC (HWM) - 3.05% | APPLIED MATERIALS INC (AMAT) - 0.98% |
| #15 | CHEVRON CORP (CVX) - 2.85% | PROCTER & GAMBLE CO (PG) - 0.97% |
| #16 | MICRON TECHNOLOGY INC (MU) - 2.79% | COCA-COLA CO (KO) - 0.95% |
| #17 | WESTERN DIGITAL CORP (WDC) - 2.76% | ORACLE CORP (ORCL) - 0.95% |
| #18 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.73% | THE HOME DEPOT INC (HD) - 0.89% |
| #19 | MEDTRONIC PLC (MDT) - 2.60% | MERCK & CO INC (MRK) - 0.87% |
| #20 | WESCO INTERNATIONAL INC (WCC) - 2.57% | TEXAS INSTRUMENTS INC (TXN) - 0.80% |
| #21 | RENTOKIL INITIAL PLC ADR (RTO) - 2.44% | LINDE PLC (LIN) - 0.69% |
| #22 | INTEL CORP (INTC) - 2.38% | MORGAN STANLEY (MS) - 0.68% |
| #23 | BROADCOM INC (AVGO) - 2.32% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.68% |
| #24 | WELLS FARGO & CO (WFC) - 2.11% | PALO ALTO NETWORKS INC (PANW) - 0.60% |
| #25 | ATI INC (ATI) - 2.10% | PEPSICO INC (PEP) - 0.59% |
| Total Holdings | 37 | 404 |
BLCR vs DSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLCR
+6.22%
DSI
+6.19%
3M
Winner
BLCR
+17.07%
DSI
+12.58%
6M
Winner
BLCR
+21.37%
DSI
+13.82%
1Y
Winner
BLCR
+48.33%
DSI
+31.41%
5Y(CAGR)
BLCR
N/A
DSI
+13.59%
10Y(CAGR)
BLCR
N/A
DSI
+15.54%
Max(CAGR)
Winner
BLCR
+32.97%
DSI
+10.85%
BLCR vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BLCR | DSI |
|---|---|---|
| 2026 | +19.12% | +12.34% |
| 2025 | +30.58% | +18.27% |
| 2024 | +17.91% | +23.16% |
| 2023 | +14.18% | +28.81% |
| 2022 | N/A | -22.06% |
| 2021 | N/A | +33.05% |
| 2020 | N/A | +19.83% |
| 2019 | N/A | +31.24% |
| 2018 | N/A | -4.65% |
| 2017 | N/A | +19.92% |
| 2016 | N/A | +12.30% |
| 2015 | N/A | +0.37% |
| 2014 | N/A | +13.49% |
| 2013 | N/A | +32.39% |
| 2012 | N/A | +11.24% |
| 2011 | N/A | +0.54% |
| 2010 | N/A | +9.95% |
| 2009 | N/A | +27.31% |
| 2008 | N/A | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
BLCR vs DSI Drawdown Comparison
The maximum drawdown for BLCR was -21.29%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The current BLCR drawdown is -0.18%.
| Rank | BLCR | DSI |
|---|---|---|
| #1 | -21.29% Jan 23, 2025 - Jun 4, 2025 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -10.26% Jan 29, 2026 - Apr 13, 2026 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -8.45% Jul 16, 2024 - Sep 26, 2024 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -6.17% Nov 10, 2025 - Dec 10, 2025 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -5.42% Apr 1, 2024 - May 14, 2024 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -4.65% Dec 16, 2024 - Jan 21, 2025 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -4.15% Dec 11, 2025 - Dec 23, 2025 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -3.88% Oct 14, 2024 - Nov 7, 2024 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -3.44% Oct 1, 2025 - Oct 23, 2025 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -3.09% May 14, 2026 - May 26, 2026 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -2.93% Nov 7, 2024 - Dec 2, 2024 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -2.37% Aug 14, 2025 - Aug 28, 2025 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -2.25% Jan 6, 2026 - Jan 27, 2026 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -2.10% Sep 22, 2025 - Oct 1, 2025 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -2.10% Dec 28, 2023 - Jan 19, 2024 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between BLCR and DSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
BLCR vs DSI dividend yield comparison.
| Year | BLCR | DSI |
|---|---|---|
| 2026 | 0.01% | 0.21% |
| 2025 | 0.33% | 0.92% |
| 2024 | 0.75% | 1.03% |
| 2023 | 0.13% | 1.19% |
| 2022 | 0.00% | 1.39% |
| 2021 | 0.00% | 0.99% |
| 2020 | 0.00% | 1.22% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.51% |
| 2015 | 0.00% | 1.46% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.47% |
| 2010 | 0.00% | 1.33% |
| 2009 | 0.00% | 1.35% |
| 2008 | 0.00% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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