BLCV vs IWLG
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).
BLCV vs IWLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLCV
$317M
IWLG
$316M
Expense Ratio
Winner
BLCV
0.46%
IWLG
0.50%
Max Drawdown
Winner
BLCV
14.20%
IWLG
23.65%
Sharpe Ratio
Winner
BLCV
1.36
IWLG
0.53
5Y Beta
Winner
BLCV
0.69
IWLG
1.23
P/E Ratio
Winner
BLCV
23.67
IWLG
39.43
Forward P/E
Winner
BLCV
16.45
IWLG
29.49
PEG Ratio
Winner
BLCV
0.40
IWLG
0.55
5Y EPS CAGR
BLCV
14.16%
Winner
IWLG
36.16%
Debt to Equity
BLCV
N/A
IWLG
27.34%
P/S Ratio
Winner
BLCV
1.55
IWLG
6.09
P/B Ratio
Winner
BLCV
2.72
IWLG
12.42
BLCV vs IWLG - Holdings Comparison
BLCV and IWLG have 6 common holdings. Overlap is 11.03%
BLCV's top 25 holdings weight is 63.26%. IWLG's top 25 holdings weight is 86.43%.
| Rank | BLCV | IWLG |
|---|---|---|
| #1 | WESTERN DIGITAL CORP (WDC) - 5.36% | NVIDIA CORP (NVDA) - 12.80% |
| #2 | WESCO INTERNATIONAL INC (WCC) - 3.79% | APPLE INC (AAPL) - 11.59% |
| #3 | AMAZON.COM INC (AMZN) - 3.57% | ALPHABET INC CLASS C (GOOG) - 8.12% |
| #4 | MICROSOFT CORP (MSFT) - 3.33% | BROADCOM INC (AVGO) - 6.38% |
| #5 | CVS HEALTH CORP (CVS) - 2.98% | MICROSOFT CORP (MSFT) - 6.00% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 2.93% | AMAZON.COM INC (AMZN) - 4.48% |
| #7 | BOEING CO (BA) - 2.89% | META PLATFORMS INC CLASS A (META) - 3.52% |
| #8 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.84% | NETFLIX INC (NFLX) - 2.75% |
| #9 | WELLS FARGO & CO (WFC) - 2.82% | ELI LILLY AND CO (LLY) - 2.73% |
| #10 | FEDEX CORP (FDX) - 2.66% | GE AEROSPACE (GE) - 2.72% |
| #11 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.59% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.31% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.53% | TESLA INC (TSLA) - 2.12% |
| #13 | PPG INDUSTRIES INC (PPG) - 2.25% | ASML HOLDING NV ADR (ASML) - 2.10% |
| #14 | CITIGROUP INC (C) - 2.22% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.09% |
| #15 | KEURIG DR PEPPER INC (KDP) - 2.15% | INTUITIVE SURGICAL INC (ISRG) - 1.91% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 2.04% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.91% |
| #17 | THE WALT DISNEY CO (DIS) - 1.91% | ADVANCED MICRO DEVICES INC (AMD) - 1.68% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.90% | ELANCO ANIMAL HEALTH INC (ELAN) - 1.51% |
| #19 | MEDTRONIC PLC (MDT) - 1.88% | MASTERCARD INC CLASS A (MA) - 1.51% |
| #20 | META PLATFORMS INC CLASS A (META) - 1.84% | PARKER HANNIFIN CORP (PH) - 1.45% |
| #21 | HASBRO INC (HAS) - 1.81% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.44% |
| #22 | BP PLC ADR (BP) - 1.77% | BOOKING HOLDINGS INC (BKNG) - 1.41% |
| #23 | BAXTER INTERNATIONAL INC (BAX) - 1.76% | GE VERNOVA INC (GEV) - 1.37% |
| #24 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.72% | HOWMET AEROSPACE INC (HWM) - 1.28% |
| #25 | MERCK & CO INC (MRK) - 1.72% | QUANTA SERVICES INC (PWR) - 1.25% |
| Total Holdings | 61 | 38 |
BLCV vs IWLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLCV
+1.92%
IWLG
+0.88%
3M
BLCV
+5.36%
Winner
IWLG
+8.04%
6M
Winner
BLCV
+7.31%
IWLG
+0.17%
1Y
Winner
BLCV
+20.82%
IWLG
+12.11%
Max(CAGR)
BLCV
+18.28%
Winner
IWLG
+21.94%
BLCV vs IWLG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | IWLG |
|---|---|---|
| 2026 | +5.71% | +1.82% |
| 2025 | +20.30% | +14.91% |
| 2024 | +12.01% | +33.88% |
| 2023 | +15.73% | +43.98% |
| 2022 | N/A | -0.01% |
BLCV vs IWLG Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current BLCV drawdown is -1.81%. The current IWLG drawdown is -5.34%.
| Rank | BLCV | IWLG |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -23.19% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -19.45% Oct 29, 2025 - May 29, 2026 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -19.40% Aug 15, 2022 - May 15, 2023 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -12.90% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -10.69% Jul 18, 2023 - Nov 10, 2023 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -7.05% Mar 22, 2024 - May 15, 2024 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -5.42% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -5.34% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -4.61% Jun 24, 2022 - Jul 20, 2022 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -3.56% Jul 21, 2022 - Jul 27, 2022 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -3.41% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -3.36% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -3.27% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -2.94% Nov 13, 2024 - Dec 3, 2024 |
| #15 | -2.23% Jan 8, 2024 - Jan 25, 2024 | -2.94% Sep 22, 2025 - Oct 8, 2025 |
Correlation
Correlation between BLCV and IWLG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
BLCV vs IWLG dividend yield comparison.
| Year | BLCV | IWLG |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.37% | 0.00% |
| 2024 | 1.63% | 1.34% |
| 2023 | 1.02% | 0.01% |
| 2022 | 0.00% | 0.05% |
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