BLGR vs WDIV
Comparison between BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
BLGR vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLGR
$277M
Winner
WDIV
$278M
Expense Ratio
Winner
BLGR
0.24%
WDIV
0.40%
Max Drawdown
Winner
BLGR
14.17%
WDIV
44.46%
Sharpe Ratio
BLGR
0.91
Winner
WDIV
1.67
5Y Beta
BLGR
1.25
Winner
WDIV
0.41
5Y Dividends CAGR
BLGR
N/A
WDIV
3.52%
BLGR vs WDIV - Holdings Comparison
BLGR and WDIV have 0 common holdings. Overlap is 0.00%
BLGR's top 25 holdings weight is 99.26%. WDIV's top 25 holdings weight is 36.15%.
| Rank | BLGR | WDIV |
|---|---|---|
| #1 | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.18% | LENOVO GROUP LTD (n/a) - 2.81% |
| #2 | SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.71% | GS HOLDINGS CORP (n/a) - 1.91% |
| #3 | VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.29% | LEGAL & GENERAL GROUP PLC (n/a) - 1.83% |
| #4 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 9.08% | HIGHWOODS PROPERTIES INC (HIW) - 1.59% |
| #5 | N/A | TELEPERFORMANCE SE (n/a) - 1.57% |
| #6 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 1.51% |
| #7 | N/A | APA GROUP (n/a) - 1.47% |
| #8 | N/A | GETTY REALTY CORP (GTY) - 1.41% |
| #9 | N/A | ALTRIA GROUP INC (MO) - 1.41% |
| #10 | N/A | NORTHWEST BANCSHARES INC (NWBI) - 1.40% |
| #11 | N/A | DNB BANK ASA (n/a) - 1.35% |
| #12 | N/A | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.34% |
| #13 | N/A | PFIZER INC (PFE) - 1.34% |
| #14 | N/A | TELUS CORP (n/a) - 1.33% |
| #15 | N/A | SCHRODERS PLC (n/a) - 1.33% |
| #16 | N/A | PEMBINA PIPELINE CORP (n/a) - 1.30% |
| #17 | N/A | FAR EAST HORIZON LTD (n/a) - 1.29% |
| #18 | N/A | KEYERA CORP (n/a) - 1.27% |
| #19 | N/A | EDISON INTERNATIONAL (EIX) - 1.26% |
| #20 | N/A | ONEOK INC (OKE) - 1.26% |
| #21 | N/A | BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.26% |
| #22 | N/A | LTC PROPERTIES INC (LTC) - 1.25% |
| #23 | N/A | AMCOR PLC ORDINARY SHARES (AMCR) - 1.24% |
| #24 | N/A | LONDONMETRIC PROPERTY PLC (n/a) - 1.22% |
| #25 | N/A | RUSSEL METALS INC (n/a) - 1.20% |
| Total Holdings | 4 | 118 |
BLGR vs WDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLGR
+3.96%
WDIV
+2.71%
3M
BLGR
+1.04%
Winner
WDIV
+6.70%
6M
Winner
BLGR
+13.24%
WDIV
+6.10%
1Y
BLGR
+17.58%
Winner
WDIV
+21.93%
5Y(CAGR)
BLGR
N/A
WDIV
+9.78%
10Y(CAGR)
BLGR
N/A
WDIV
+7.70%
Max(CAGR)
Winner
BLGR
+22.96%
WDIV
+7.40%
BLGR vs WDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BLGR | WDIV |
|---|---|---|
| 2026 | +9.94% | +15.01% |
| 2025 | +16.11% | +27.76% |
| 2024 | N/A | +8.02% |
| 2023 | N/A | +7.72% |
| 2022 | N/A | -7.95% |
| 2021 | N/A | +14.56% |
| 2020 | N/A | -10.27% |
| 2019 | N/A | +20.45% |
| 2018 | N/A | -8.95% |
| 2017 | N/A | +18.36% |
| 2016 | N/A | +14.90% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +6.35% |
| 2013 | N/A | +10.16% |
BLGR vs WDIV Drawdown Comparison
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current BLGR drawdown is -2.82%.
| Rank | BLGR | WDIV |
|---|---|---|
| #1 | -14.08% Oct 29, 2025 - Apr 17, 2026 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -7.68% Jun 1, 2026 - Aug 4, 2026 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -3.11% Oct 8, 2025 - Oct 24, 2025 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -2.82% Aug 13, 2026 - Aug 24, 2026 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -2.82% May 14, 2026 - May 28, 2026 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -2.35% Aug 14, 2025 - Aug 28, 2025 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -2.17% Jul 28, 2025 - Aug 6, 2025 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -1.97% Sep 22, 2025 - Oct 6, 2025 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -1.94% Aug 28, 2025 - Sep 8, 2025 | -8.61% Feb 20, 2026 - Jun 11, 2026 |
| #10 | -1.10% Apr 17, 2026 - Apr 22, 2026 | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -1.07% Apr 27, 2026 - May 1, 2026 | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | -0.97% Apr 22, 2026 - Apr 24, 2026 | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | -0.92% Jun 30, 2025 - Jul 3, 2025 | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | -0.85% Jul 3, 2025 - Jul 9, 2025 | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | -0.71% Aug 7, 2026 - Aug 13, 2026 | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between BLGR and WDIV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2013 - 2026)
BLGR vs WDIV dividend yield comparison.
| Year | BLGR | WDIV |
|---|---|---|
| 2026 | 0.17% | 2.21% |
| 2025 | 0.17% | 4.27% |
| 2024 | 0.00% | 4.63% |
| 2023 | 0.00% | 4.73% |
| 2022 | 0.00% | 5.12% |
| 2021 | 0.00% | 4.15% |
| 2020 | 0.00% | 5.55% |
| 2019 | 0.00% | 3.99% |
| 2018 | 0.00% | 4.42% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.32% |
| 2015 | 0.00% | 5.03% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 2.17% |
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