BLCV vs LRND
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).
BLCV vs LRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLCV
$375M
LRND
$374M
Expense Ratio
BLCV
0.46%
Winner
LRND
0.14%
Max Drawdown
Winner
BLCV
14.20%
LRND
25.97%
Sharpe Ratio
Winner
BLCV
1.41
LRND
1.05
5Y Beta
Winner
BLCV
0.70
LRND
1.09
P/E Ratio
Winner
BLCV
23.15
LRND
35.10
Forward P/E
Winner
BLCV
17.23
LRND
25.52
PEG Ratio
BLCV
0.39
Winner
LRND
0.35
5Y EPS CAGR
BLCV
11.45%
Winner
LRND
35.41%
Debt to Equity
BLCV
N/A
LRND
50.35%
P/S Ratio
Winner
BLCV
1.73
LRND
8.60
P/B Ratio
Winner
BLCV
2.81
LRND
11.72
BLCV vs LRND - Holdings Comparison
BLCV and LRND have 6 common holdings. Overlap is 19.46%
BLCV's top 25 holdings weight is 68.56%. LRND's top 25 holdings weight is 82.45%.
| Rank | BLCV | LRND |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 7.94% | APPLE INC (AAPL) - 13.84% |
| #2 | MICROSOFT CORP (MSFT) - 7.01% | NVIDIA CORP (NVDA) - 13.78% |
| #3 | APPLE INC (AAPL) - 5.26% | MICROSOFT CORP (MSFT) - 9.33% |
| #4 | WELLS FARGO & CO (WFC) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 9.06% |
| #5 | CHARLES SCHWAB CORP (SCHW) - 2.93% | ELI LILLY AND CO (LLY) - 6.24% |
| #6 | CVS HEALTH CORP (CVS) - 2.84% | AMAZON.COM INC (AMZN) - 4.05% |
| #7 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.76% | META PLATFORMS INC CLASS A (META) - 3.81% |
| #8 | KEURIG DR PEPPER INC (KDP) - 2.59% | BROADCOM INC (AVGO) - 3.76% |
| #9 | PPG INDUSTRIES INC (PPG) - 2.44% | APPLIED MATERIALS INC (AMAT) - 1.86% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 2.43% | CISCO SYSTEMS INC (CSCO) - 1.73% |
| #11 | FEDEX CORP (FDX) - 2.32% | LAM RESEARCH CORP (LRCX) - 1.71% |
| #12 | MERCK & CO INC (MRK) - 2.31% | AMGEN INC (AMGN) - 1.14% |
| #13 | CITIGROUP INC (C) - 2.30% | PEPSICO INC (PEP) - 1.11% |
| #14 | BOEING CO (BA) - 2.26% | PALO ALTO NETWORKS INC (PANW) - 1.10% |
| #15 | CHEVRON CORP (CVX) - 2.17% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 0.96% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.09% | DEERE & CO (DE) - 0.95% |
| #17 | BAXTER INTERNATIONAL INC (BAX) - 2.01% | FIDELITY MSCI INFORMATION TECH ETF (FTEC) - 0.94% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.98% | FIDELITY MSCI CONSUMER DISCRET ETF (FDIS) - 0.94% |
| #19 | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.88% | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.94% |
| #20 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.94% |
| #21 | EVERGY INC (EVRG) - 1.73% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 0.92% |
| #22 | DTE ENERGY CO (DTE) - 1.70% | EATON CORP PLC (ETN) - 0.87% |
| #23 | HASBRO INC (HAS) - 1.66% | INTUITIVE SURGICAL INC (ISRG) - 0.85% |
| #24 | THE WALT DISNEY CO (DIS) - 1.62% | MARVELL TECHNOLOGY INC (MRVL) - 0.84% |
| #25 | CHUBB LTD (CB) - 1.56% | ARISTA NETWORKS INC (ANET) - 0.78% |
| Total Holdings | 57 | 110 |
BLCV vs LRND - Historical Returns
Returns include dividend reinvestment.
1M
BLCV
+1.94%
Winner
LRND
+1.97%
3M
Winner
BLCV
+9.53%
LRND
+7.75%
6M
BLCV
+9.57%
Winner
LRND
+11.96%
1Y
Winner
BLCV
+22.36%
LRND
+21.15%
5Y(CAGR)
BLCV
N/A
LRND
+15.07%
Max(CAGR)
Winner
BLCV
+19.73%
LRND
+15.07%
BLCV vs LRND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | LRND |
|---|---|---|
| 2026 | +12.22% | +9.92% |
| 2025 | +20.30% | +20.44% |
| 2024 | +12.01% | +22.47% |
| 2023 | +15.73% | +43.76% |
| 2022 | N/A | -19.33% |
BLCV vs LRND Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The current BLCV drawdown is -1.06%. The current LRND drawdown is -3.20%.
| Rank | BLCV | LRND |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -25.44% Mar 29, 2022 - Jun 13, 2023 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -21.06% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -13.83% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -11.98% Jul 10, 2024 - Nov 6, 2024 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -9.75% Jul 28, 2023 - Nov 20, 2023 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -9.20% Feb 9, 2022 - Mar 28, 2022 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -7.98% Jun 2, 2026 - Jun 25, 2026 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -6.06% Mar 28, 2024 - May 15, 2024 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -4.51% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -4.01% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -3.14% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -2.90% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -2.74% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -2.46% Sep 22, 2025 - Oct 6, 2025 |
| #15 | -2.31% Jun 4, 2026 - Jun 12, 2026 | -2.33% May 14, 2026 - May 28, 2026 |
Correlation
Correlation between BLCV and LRND is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
BLCV vs LRND dividend yield comparison.
| Year | BLCV | LRND |
|---|---|---|
| 2026 | 0.57% | 0.19% |
| 2025 | 1.37% | 0.67% |
| 2024 | 1.63% | 0.97% |
| 2023 | 1.02% | 1.22% |
| 2022 | 0.00% | 1.32% |
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