BLGR vs FXG
Comparison between BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF) and FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF).
BLGR vs FXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLGR
$244M
Winner
FXG
$244M
Expense Ratio
Winner
BLGR
0.24%
FXG
0.63%
Max Drawdown
Winner
BLGR
14.17%
FXG
40.05%
Sharpe Ratio
Winner
BLGR
1.30
FXG
-0.17
5Y Beta
BLGR
1.24
Winner
FXG
0.25
P/E Ratio
BLGR
N/A
FXG
16.20
Forward P/E
BLGR
N/A
FXG
13.96
PEG Ratio
BLGR
N/A
FXG
0.14
5Y Dividends CAGR
BLGR
N/A
FXG
16.56%
5Y EPS CAGR
BLGR
N/A
FXG
14.98%
Debt to Equity
BLGR
N/A
FXG
-18.57%
P/S Ratio
BLGR
N/A
FXG
0.56
P/B Ratio
BLGR
N/A
FXG
2.26
BLGR vs FXG - Holdings Comparison
BLGR and FXG have 0 common holdings. Overlap is 0.00%
BLGR's top 25 holdings weight is 99.25%. FXG's top 25 holdings weight is 80.62%.
| Rank | BLGR | FXG |
|---|---|---|
| #1 | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.18% | CASEY'S GENERAL STORES INC (CASY) - 4.88% |
| #2 | SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.45% | DARLING INGREDIENTS INC (DAR) - 4.21% |
| #3 | VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.66% | SMITHFIELD FOODS INC (SFD) - 4.12% |
| #4 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 8.96% | COCA-COLA CONSOLIDATED INC (COKE) - 4.04% |
| #5 | N/A | INGREDION INC (INGR) - 4.03% |
| #6 | N/A | MCKESSON CORP (MCK) - 3.83% |
| #7 | N/A | SEABOARD CORP (SEB) - 3.81% |
| #8 | N/A | REYNOLDS CONSUMER PRODUCTS INC ORDINARY SHARES (REYN) - 3.62% |
| #9 | N/A | LAMB WESTON HOLDINGS INC (LW) - 3.50% |
| #10 | N/A | POST HOLDINGS INC (POST) - 3.41% |
| #11 | N/A | FLOWERS FOODS INC (FLO) - 3.36% |
| #12 | N/A | PILGRIMS PRIDE CORP (PPC) - 3.28% |
| #13 | N/A | THE CAMPBELL'S CO (CPB) - 3.18% |
| #14 | N/A | GENERAL MILLS INC (GIS) - 3.13% |
| #15 | N/A | FRESHPET INC (FRPT) - 3.04% |
| #16 | N/A | KEURIG DR PEPPER INC (KDP) - 2.96% |
| #17 | N/A | PERFORMANCE FOOD GROUP CO (PFGC) - 2.89% |
| #18 | N/A | BOSTON BEER CO INC CLASS A (SAM) - 2.77% |
| #19 | N/A | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.53% |
| #20 | N/A | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 2.45% |
| #21 | N/A | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.43% |
| #22 | N/A | THE HERSHEY CO (HSY) - 2.42% |
| #23 | N/A | CENCORA INC (COR) - 2.27% |
| #24 | N/A | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.24% |
| #25 | N/A | CVS HEALTH CORP (CVS) - 2.22% |
| Total Holdings | 4 | 41 |
BLGR vs FXG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLGR
+2.31%
FXG
-2.61%
3M
Winner
BLGR
+10.77%
FXG
-6.25%
6M
Winner
BLGR
+6.21%
FXG
+1.26%
1Y
Winner
BLGR
+24.24%
FXG
+1.68%
5Y(CAGR)
BLGR
N/A
FXG
+2.36%
10Y(CAGR)
BLGR
N/A
FXG
+4.51%
Max(CAGR)
Winner
BLGR
+25.66%
FXG
+7.86%
BLGR vs FXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BLGR | FXG |
|---|---|---|
| 2026 | +7.26% | +1.78% |
| 2025 | +16.11% | -2.73% |
| 2024 | N/A | +1.53% |
| 2023 | N/A | +2.95% |
| 2022 | N/A | +2.91% |
| 2021 | N/A | +22.14% |
| 2020 | N/A | +5.92% |
| 2019 | N/A | +21.13% |
| 2018 | N/A | -11.58% |
| 2017 | N/A | +7.10% |
| 2016 | N/A | +5.89% |
| 2015 | N/A | +6.91% |
| 2014 | N/A | +22.08% |
| 2013 | N/A | +38.16% |
| 2012 | N/A | +10.58% |
| 2011 | N/A | +13.08% |
| 2010 | N/A | +18.79% |
| 2009 | N/A | +24.81% |
| 2008 | N/A | -24.28% |
| 2007 | N/A | -2.32% |
BLGR vs FXG Drawdown Comparison
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.
The current BLGR drawdown is -4.37%. The current FXG drawdown is -10.57%.
| Rank | BLGR | FXG |
|---|---|---|
| #1 | -14.08% Oct 29, 2025 - Apr 17, 2026 | -38.69% Jun 4, 2007 - Apr 1, 2010 |
| #2 | -4.37% Jun 1, 2026 - Jun 5, 2026 | -27.54% Dec 27, 2019 - Aug 4, 2020 |
| #3 | -3.11% Oct 8, 2025 - Oct 24, 2025 | -19.27% Jan 26, 2018 - Dec 20, 2019 |
| #4 | -2.82% May 14, 2026 - May 28, 2026 | -15.70% Apr 20, 2022 - Mar 11, 2024 |
| #5 | -2.35% Aug 14, 2025 - Aug 28, 2025 | -15.25% Jul 7, 2011 - Nov 28, 2012 |
| #6 | -2.17% Jul 28, 2025 - Aug 6, 2025 | -12.75% Feb 27, 2026 - Jun 2, 2026 |
| #7 | -1.97% Sep 22, 2025 - Oct 6, 2025 | -12.01% Nov 29, 2024 - Feb 6, 2026 |
| #8 | -1.94% Aug 28, 2025 - Sep 8, 2025 | -10.95% Jul 8, 2016 - Nov 30, 2017 |
| #9 | -1.10% Apr 17, 2026 - Apr 22, 2026 | -10.92% Apr 14, 2010 - Oct 13, 2010 |
| #10 | -1.07% Apr 27, 2026 - May 1, 2026 | -9.84% Aug 17, 2015 - Mar 16, 2016 |
| #11 | -0.97% Apr 22, 2026 - Apr 24, 2026 | -8.93% May 10, 2021 - Nov 15, 2021 |
| #12 | -0.92% Jun 30, 2025 - Jul 3, 2025 | -7.06% Jan 14, 2014 - Feb 20, 2014 |
| #13 | -0.85% Jul 3, 2025 - Jul 9, 2025 | -6.47% Jun 20, 2014 - Oct 30, 2014 |
| #14 | -0.57% Sep 15, 2025 - Sep 18, 2025 | -6.45% Mar 27, 2024 - Aug 30, 2024 |
| #15 | -0.55% Oct 6, 2025 - Oct 8, 2025 | -6.23% May 31, 2011 - Jul 1, 2011 |
Correlation
Correlation between BLGR and FXG is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.24
-101
Dividend Comparison (2007 - 2026)
BLGR vs FXG dividend yield comparison.
| Year | BLGR | FXG |
|---|---|---|
| 2026 | 0.08% | 0.48% |
| 2025 | 0.17% | 2.83% |
| 2024 | 0.00% | 1.70% |
| 2023 | 0.00% | 1.41% |
| 2022 | 0.00% | 1.83% |
| 2021 | 0.00% | 1.38% |
| 2020 | 0.00% | 1.41% |
| 2019 | 0.00% | 1.63% |
| 2018 | 0.00% | 2.31% |
| 2017 | 0.00% | 1.34% |
| 2016 | 0.00% | 1.72% |
| 2015 | 0.00% | 1.67% |
| 2014 | 0.00% | 1.24% |
| 2013 | 0.00% | 0.95% |
| 2012 | 0.00% | 3.21% |
| 2011 | 0.00% | 0.76% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.10% |
| 2008 | 0.00% | 1.77% |
| 2007 | 0.00% | 0.58% |
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