iShares Large Cap Value Active ETF

iShares Large Cap Value Active ETF

About

iShares Large Cap Value Active ETF (US09290C6167) is a US-listed equity ETF tracking the Russell 1000 Value Index. With a expense ratio of 0.45%, its costs are on the higher end for an ETF, paying distributions. The fund holds 57 positions across 1 region with 331M in assets, with heavy concentration — 95% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.7 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 2.4
Liquidity (25%) 6.9 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker BLCV
ISIN
Fund Size $331.3M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception May 2023
Base Currency USD
Index Russell 1000 Value Index
Asset Class Equities
Category Factor Equity

Costs

7.7
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.45%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +22.09%
3 Years +19.58%
5 Years
10 Years
YTD +7.16%
Since Inception +18.40%

Holdings

This fund invests into 57 individual investments.
#1
Western Digital Corp
7.78%
#2
Amazon.com Inc
3.55%
#3
WESCO International Inc
3.16%
#4
Microsoft Corp
2.94%
#5
Wells Fargo & Co
2.93%
#6
CVS Health Corp
2.92%
#7
Applied Materials Inc
2.89%
#8
Charles Schwab Corp/The
2.83%
#9
BRITISH AMERICAN TOBACCO ADR REPRE
2.71%
#10
Boeing Co/The
2.58%
View all holdings (50)
# Holding Ticker Weight
1 Western Digital Corp WDC 777.53%
2 Amazon.com Inc AMZN 355.24%
3 WESCO International Inc WCC 316.27%
4 Microsoft Corp MSFT 294.47%
5 Wells Fargo & Co WFC 293.35%
6 CVS Health Corp CVS 292.39%
7 Applied Materials Inc AMAT 289.23%
8 Charles Schwab Corp/The SCHW 282.82%
9 BRITISH AMERICAN TOBACCO ADR REPRE BTI 270.99%
10 Boeing Co/The BA 258.41%
11 FedEx Corp FDX 243.19%
12 Citigroup Inc C 241.50%
13 Keurig Dr Pepper Inc KDP 240.36%
14 PPG Industries Inc PPG 237.15%
15 Cummins Inc CMI 229.24%
16 Alphabet Inc GOOGL 228.15%
17 Texas Instruments Inc TXN 211.66%
18 UnitedHealth Group Inc UNH 206.44%
19 Meta Platforms Inc META 198.18%
20 Hewlett Packard Enterprise Co HPE 189.47%
21 Baxter International Inc BAX 186.14%
22 Chevron Corp CVX 177.95%
23 Hasbro Inc HAS 177.56%
24 Walt Disney Co/The DIS 177.37%
25 First Citizens BancShares Inc/NC FCNCA 176.29%
26 DTE Energy Co DTE 168.60%
27 Evergy Inc EVRG 166.59%
28 Merck & Co Inc MRK 165.90%
29 Medtronic PLC MDT 159.65%
30 Capital One Financial Corp COF 150.79%
31 Aptiv Holdings Ltd APTV 149.04%
32 Fortune Brands Innovations Inc FBIN 148.92%
33 Alphabet Inc GOOG 147.48%
34 Intercontinental Exchange Inc ICE 140.82%
35 Intel Corp INTC 139.51%
36 EQT Corp EQT 135.35%
37 L3Harris Technologies Inc LHX 127.52%
38 BP ADR EACH REPRESENTING SIX PLC BP 125.73%
39 Cardinal Health Inc CAH 118.36%
40 Rexford Industrial Realty Inc REXR 115.95%
41 PACCAR Inc PCAR 111.75%
42 Crown Holdings Inc CCK 110.06%
43 ENTERPRISE PRODUCTS PARTNERS UNITS EPD 105.19%
44 Comcast Corp CMCSA 101.50%
45 CDW Corp/DE CDW 98.76%
46 Alliant Energy Corp LNT 96.81%
47 Home Depot Inc/The HD 90.91%
48 Fidelity National Financial Inc FNF 86.35%
49 Arthur J Gallagher & Co AJG 76.30%
50 Dollar General Corp DG 68.05%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 2053.00%
Financials 1495.00%
Industrials 1435.00%
Health Care 1192.00%
Communication Services 853.00%
Consumer Discretionary 809.00%
Unknown 519.00%
Utilities 432.00%
Materials 347.00%
Energy 313.00%
Consumer Staples 308.00%
Real Estate 244.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9482.00%
UNKNOWN 518.00%
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