ESN vs BLGR
Comparison between ESSENTIAL 40 STOCK ETF (ESN, ETF) and BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF).
ESN vs BLGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESN vs BLGR - Holdings Comparison
ESN and BLGR have 0 common holdings. Overlap is 0.00%
ESN's top 25 holdings weight is 67.63%. BLGR's top 25 holdings weight is 99.26%.
| Rank | ESN | BLGR |
|---|---|---|
| #1 | INTEL CORP (INTC) - 5.82% | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.32% |
| #2 | PALO ALTO NETWORKS INC (PANW) - 3.39% | SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.35% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 3.10% | VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.69% |
| #4 | FEDEX CORP (FDX) - 2.97% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 8.90% |
| #5 | FORD MOTOR CO (F) - 2.83% | N/A |
| #6 | APPLE INC (AAPL) - 2.74% | N/A |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 2.67% | N/A |
| #8 | DELTA AIR LINES INC (DAL) - 2.67% | N/A |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.60% | N/A |
| #10 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.59% | N/A |
| #11 | CVS HEALTH CORP (CVS) - 2.59% | N/A |
| #12 | ORACLE CORP (ORCL) - 2.58% | N/A |
| #13 | EXXON MOBIL CORP (XOM) - 2.58% | N/A |
| #14 | FREEPORT-MCMORAN INC (FCX) - 2.54% | N/A |
| #15 | AMAZON.COM INC (AMZN) - 2.52% | N/A |
| #16 | NUTRIEN LTD (NTR) - 2.47% | N/A |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 2.47% | N/A |
| #18 | JOHNSON & JOHNSON (JNJ) - 2.39% | N/A |
| #19 | DUKE ENERGY CORP (DUK) - 2.34% | N/A |
| #20 | PFIZER INC (PFE) - 2.32% | N/A |
| #21 | ELI LILLY AND CO (LLY) - 2.31% | N/A |
| #22 | CHUBB LTD (CB) - 2.30% | N/A |
| #23 | CME GROUP INC CLASS A (CME) - 2.29% | N/A |
| #24 | META PLATFORMS INC CLASS A (META) - 2.28% | N/A |
| #25 | MASCO CORP (MAS) - 2.27% | N/A |
| Total Holdings | 42 | 4 |
ESN vs BLGR - Historical Returns
Returns include dividend reinvestment.
ESN vs BLGR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ESN | BLGR |
|---|---|---|
| 2026 | +14.96% | +6.95% |
| 2025 | +16.95% | +16.11% |
| 2024 | -2.98% | N/A |
ESN vs BLGR Drawdown Comparison
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The current BLGR drawdown is -4.64%.
| Rank | ESN | BLGR |
|---|---|---|
| #1 | -13.60% Feb 19, 2025 - Jun 27, 2025 | -14.08% Oct 29, 2025 - Apr 17, 2026 |
| #2 | -6.42% Mar 2, 2026 - Apr 17, 2026 | -6.50% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -5.60% Nov 29, 2024 - Feb 13, 2025 | -3.11% Oct 8, 2025 - Oct 24, 2025 |
| #4 | -4.90% Oct 27, 2025 - Jan 5, 2026 | -2.82% May 14, 2026 - May 28, 2026 |
| #5 | -3.18% Jul 10, 2025 - Aug 15, 2025 | -2.35% Aug 14, 2025 - Aug 28, 2025 |
| #6 | -2.86% Oct 21, 2024 - Nov 6, 2024 | -2.17% Jul 28, 2025 - Aug 6, 2025 |
| #7 | -2.19% Oct 6, 2025 - Oct 24, 2025 | -1.97% Sep 22, 2025 - Oct 6, 2025 |
| #8 | -2.13% May 29, 2026 - Jun 12, 2026 | -1.94% Aug 28, 2025 - Sep 8, 2025 |
| #9 | -1.86% Nov 11, 2024 - Nov 25, 2024 | -1.10% Apr 17, 2026 - Apr 22, 2026 |
| #10 | -1.80% Feb 11, 2026 - Feb 27, 2026 | -1.07% Apr 27, 2026 - May 1, 2026 |
| #11 | -1.39% Jan 15, 2026 - Jan 22, 2026 | -0.97% Apr 22, 2026 - Apr 24, 2026 |
| #12 | -1.17% Feb 4, 2026 - Feb 6, 2026 | -0.92% Jun 30, 2025 - Jul 3, 2025 |
| #13 | -0.92% May 14, 2026 - May 20, 2026 | -0.85% Jul 3, 2025 - Jul 9, 2025 |
| #14 | -0.84% Apr 30, 2026 - May 5, 2026 | -0.57% Sep 15, 2025 - Sep 18, 2025 |
| #15 | -0.74% Sep 11, 2025 - Sep 18, 2025 | -0.55% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between ESN and BLGR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2026)
ESN vs BLGR dividend yield comparison.
| Year | ESN | BLGR |
|---|---|---|
| 2026 | 0.00% | 0.08% |
| 2025 | 0.91% | 0.17% |
| 2024 | 0.76% | 0.00% |
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