IWLG vs BLCV
Comparison between NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF) and iShares Large Cap Value Active ETF (BLCV, ETF).
IWLG vs BLCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWLG
$316M
Winner
BLCV
$317M
Expense Ratio
IWLG
0.50%
Winner
BLCV
0.46%
Max Drawdown
IWLG
23.65%
Winner
BLCV
14.20%
Sharpe Ratio
IWLG
0.53
Winner
BLCV
1.36
5Y Beta
IWLG
1.23
Winner
BLCV
0.69
P/E Ratio
IWLG
39.43
Winner
BLCV
23.67
Forward P/E
IWLG
29.49
Winner
BLCV
16.45
PEG Ratio
IWLG
0.55
Winner
BLCV
0.40
5Y EPS CAGR
Winner
IWLG
36.16%
BLCV
14.16%
Debt to Equity
IWLG
27.34%
BLCV
N/A
P/S Ratio
IWLG
6.09
Winner
BLCV
1.55
P/B Ratio
IWLG
12.42
Winner
BLCV
2.72
IWLG vs BLCV - Holdings Comparison
IWLG and BLCV have 6 common holdings. Overlap is 11.03%
IWLG's top 25 holdings weight is 86.43%. BLCV's top 25 holdings weight is 63.26%.
| Rank | IWLG | BLCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.80% | WESTERN DIGITAL CORP (WDC) - 5.36% |
| #2 | APPLE INC (AAPL) - 11.59% | WESCO INTERNATIONAL INC (WCC) - 3.79% |
| #3 | ALPHABET INC CLASS C (GOOG) - 8.12% | AMAZON.COM INC (AMZN) - 3.57% |
| #4 | BROADCOM INC (AVGO) - 6.38% | MICROSOFT CORP (MSFT) - 3.33% |
| #5 | MICROSOFT CORP (MSFT) - 6.00% | CVS HEALTH CORP (CVS) - 2.98% |
| #6 | AMAZON.COM INC (AMZN) - 4.48% | CHARLES SCHWAB CORP (SCHW) - 2.93% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.52% | BOEING CO (BA) - 2.89% |
| #8 | NETFLIX INC (NFLX) - 2.75% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.84% |
| #9 | ELI LILLY AND CO (LLY) - 2.73% | WELLS FARGO & CO (WFC) - 2.82% |
| #10 | GE AEROSPACE (GE) - 2.72% | FEDEX CORP (FDX) - 2.66% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.31% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.59% |
| #12 | TESLA INC (TSLA) - 2.12% | ALPHABET INC CLASS A (GOOGL) - 2.53% |
| #13 | ASML HOLDING NV ADR (ASML) - 2.10% | PPG INDUSTRIES INC (PPG) - 2.25% |
| #14 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.09% | CITIGROUP INC (C) - 2.22% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 1.91% | KEURIG DR PEPPER INC (KDP) - 2.15% |
| #16 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.91% | TEXAS INSTRUMENTS INC (TXN) - 2.04% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.68% | THE WALT DISNEY CO (DIS) - 1.91% |
| #18 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.51% | UNITEDHEALTH GROUP INC (UNH) - 1.90% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.51% | MEDTRONIC PLC (MDT) - 1.88% |
| #20 | PARKER HANNIFIN CORP (PH) - 1.45% | META PLATFORMS INC CLASS A (META) - 1.84% |
| #21 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.44% | HASBRO INC (HAS) - 1.81% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 1.41% | BP PLC ADR (BP) - 1.77% |
| #23 | GE VERNOVA INC (GEV) - 1.37% | BAXTER INTERNATIONAL INC (BAX) - 1.76% |
| #24 | HOWMET AEROSPACE INC (HWM) - 1.28% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.72% |
| #25 | QUANTA SERVICES INC (PWR) - 1.25% | MERCK & CO INC (MRK) - 1.72% |
| Total Holdings | 38 | 61 |
IWLG vs BLCV - Historical Returns
Returns include dividend reinvestment.
1M
IWLG
+0.88%
Winner
BLCV
+1.92%
3M
Winner
IWLG
+8.04%
BLCV
+5.36%
6M
IWLG
+0.17%
Winner
BLCV
+7.31%
1Y
IWLG
+12.11%
Winner
BLCV
+20.82%
Max(CAGR)
Winner
IWLG
+21.94%
BLCV
+18.28%
IWLG vs BLCV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IWLG | BLCV |
|---|---|---|
| 2026 | +1.82% | +5.71% |
| 2025 | +14.91% | +20.30% |
| 2024 | +33.88% | +12.01% |
| 2023 | +43.98% | +15.73% |
| 2022 | -0.01% | N/A |
IWLG vs BLCV Drawdown Comparison
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The current IWLG drawdown is -5.34%. The current BLCV drawdown is -1.81%.
| Rank | IWLG | BLCV |
|---|---|---|
| #1 | -23.19% Jan 23, 2025 - Jun 24, 2025 | -13.43% Nov 29, 2024 - May 19, 2025 |
| #2 | -19.45% Oct 29, 2025 - May 29, 2026 | -9.92% Feb 6, 2026 - Apr 30, 2026 |
| #3 | -19.40% Aug 15, 2022 - May 15, 2023 | -9.21% Jul 25, 2023 - Nov 30, 2023 |
| #4 | -12.90% Jul 10, 2024 - Oct 11, 2024 | -5.11% Mar 28, 2024 - May 15, 2024 |
| #5 | -10.69% Jul 18, 2023 - Nov 10, 2023 | -4.81% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -7.05% Mar 22, 2024 - May 15, 2024 | -3.89% Nov 12, 2025 - Nov 26, 2025 |
| #7 | -5.42% Dec 16, 2024 - Jan 22, 2025 | -3.88% May 16, 2024 - Jul 16, 2024 |
| #8 | -5.34% Jun 2, 2026 - Jun 5, 2026 | -3.22% Oct 3, 2025 - Oct 24, 2025 |
| #9 | -4.61% Jun 24, 2022 - Jul 20, 2022 | -3.15% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -3.56% Jul 21, 2022 - Jul 27, 2022 | -3.11% Aug 30, 2024 - Sep 30, 2024 |
| #11 | -3.41% Oct 29, 2024 - Nov 6, 2024 | -2.99% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -3.36% Oct 8, 2025 - Oct 24, 2025 | -2.75% May 19, 2025 - Jun 6, 2025 |
| #13 | -3.27% Dec 28, 2023 - Jan 10, 2024 | -2.37% Jul 17, 2024 - Jul 30, 2024 |
| #14 | -2.94% Nov 13, 2024 - Dec 3, 2024 | -2.33% Aug 22, 2025 - Oct 3, 2025 |
| #15 | -2.94% Sep 22, 2025 - Oct 8, 2025 | -2.23% Jan 8, 2024 - Jan 25, 2024 |
Correlation
Correlation between IWLG and BLCV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
IWLG vs BLCV dividend yield comparison.
| Year | IWLG | BLCV |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 0.00% | 1.37% |
| 2024 | 1.34% | 1.63% |
| 2023 | 0.01% | 1.02% |
| 2022 | 0.05% | 0.00% |
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