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home / news releases / FLRG - BKLC: This Core Large Cap ETF Is Free, So Should You Buy?


FLRG - BKLC: This Core Large Cap ETF Is Free, So Should You Buy?

2025-04-30 17:19:00 ET

Summary

  • BKLC tracks the Solactive GBS United States 500 Total Return Index, selecting the 500 largest U.S. companies by total market cap. Notably, its ER is 0.00%.
  • BKLC has only minor composition differences with S&P 500 Index ETFs, with the most significant one being a 0.60% underweight in Berkshire Hathaway. Still, fund overlap is 96% by weight.
  • As a result, BKLC is an excellent substitute for ETFs like SPY, IVV, VOO, and SPLG. However, given current economic uncertainty, my preference is stronger diversification and a cheaper valuation.
  • In this article, I'll suggest JQUA and FLRG as two ETFs that accomplish this without sacrificing what makes BKLC a great long-term hold: high-quality.
  • Overall, BKLC is a great core holding you can use to get started, but for more experienced investors, I think there are better alternatives more appropriate for today's environment, hence my "hold" rating.

Investment Thesis

For further details see:

BKLC: This Core Large Cap ETF Is Free, So Should You Buy?

Stock Information

Company Name: Fidelity U.S. Multifactor
Stock Symbol: FLRG
Market: NYSE

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