BLGR vs GOVZ
Comparison between BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF) and ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF).
BLGR vs GOVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLGR
$275M
Winner
GOVZ
$275M
Expense Ratio
BLGR
0.24%
Winner
GOVZ
0.10%
Max Drawdown
Winner
BLGR
14.17%
GOVZ
66.13%
Sharpe Ratio
Winner
BLGR
0.77
GOVZ
-0.30
5Y Beta
BLGR
1.24
Winner
GOVZ
0.09
5Y Dividends CAGR
BLGR
N/A
GOVZ
14.91%
BLGR vs GOVZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLGR
+0.19%
GOVZ
-5.50%
3M
Winner
BLGR
+3.65%
GOVZ
-4.36%
6M
Winner
BLGR
+6.13%
GOVZ
-5.79%
1Y
Winner
BLGR
+15.44%
GOVZ
-1.22%
5Y(CAGR)
BLGR
N/A
GOVZ
-13.72%
Max(CAGR)
Winner
BLGR
+21.02%
GOVZ
-13.82%
BLGR vs GOVZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BLGR | GOVZ |
|---|---|---|
| 2026 | +6.13% | -4.11% |
| 2025 | +16.11% | -2.00% |
| 2024 | N/A | -15.35% |
| 2023 | N/A | -1.66% |
| 2022 | N/A | -38.84% |
| 2021 | N/A | -4.48% |
| 2020 | N/A | -5.61% |
BLGR vs GOVZ Drawdown Comparison
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current BLGR drawdown is -5.38%. The current GOVZ drawdown is -57.97%.
| Rank | BLGR | GOVZ |
|---|---|---|
| #1 | -14.08% Oct 29, 2025 - Apr 17, 2026 | -59.65% Sep 24, 2020 - Oct 19, 2023 |
| #2 | -6.50% Jun 1, 2026 - Jun 10, 2026 | N/A |
| #3 | -3.11% Oct 8, 2025 - Oct 24, 2025 | N/A |
| #4 | -2.82% May 14, 2026 - May 28, 2026 | N/A |
| #5 | -2.35% Aug 14, 2025 - Aug 28, 2025 | N/A |
| #6 | -2.17% Jul 28, 2025 - Aug 6, 2025 | N/A |
| #7 | -1.97% Sep 22, 2025 - Oct 6, 2025 | N/A |
| #8 | -1.94% Aug 28, 2025 - Sep 8, 2025 | N/A |
| #9 | -1.10% Apr 17, 2026 - Apr 22, 2026 | N/A |
| #10 | -1.07% Apr 27, 2026 - May 1, 2026 | N/A |
| #11 | -0.97% Apr 22, 2026 - Apr 24, 2026 | N/A |
| #12 | -0.92% Jun 30, 2025 - Jul 3, 2025 | N/A |
| #13 | -0.85% Jul 3, 2025 - Jul 9, 2025 | N/A |
| #14 | -0.57% Sep 15, 2025 - Sep 18, 2025 | N/A |
| #15 | -0.55% Oct 6, 2025 - Oct 8, 2025 | N/A |
Correlation
Correlation between BLGR and GOVZ is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.10
-101
Dividend Comparison (2020 - 2026)
BLGR vs GOVZ dividend yield comparison.
| Year | BLGR | GOVZ |
|---|---|---|
| 2026 | 0.18% | 2.71% |
| 2025 | 0.17% | 5.00% |
| 2024 | 0.00% | 4.68% |
| 2023 | 0.00% | 3.83% |
| 2022 | 0.00% | 3.69% |
| 2021 | 0.00% | 1.76% |
| 2020 | 0.00% | 0.39% |
Select Stocks to Compare
Popular: BLGR vs SPYGOVZ vs SPY
More Comparisons
Compare with similar stocks