Compare · 2 funds side by side · dividends reinvested

BKCG and IUSG

BKCGBNY Mellon×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,623IUSG · best of the two

02 / 04

BKCG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon Concentrated Growth ETFUS Stock Styles · Growth0.50%0.64%+10.0%+9.9%[…][…]−12.1%14.4%$119M1.3

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.49%+11.1%+9.5%+27.3%+12.0%−13.0%18.2%$32.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BKCG 1997 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon Concentrated Growth ETF · $119M[…]

BKCG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,623

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

BKCGMeasureIUSG

+10.0%Year to dateJan 1 → Nov 4+11.1%

+9.9%1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $20,612+27.3%

[…]5 years · per year$10,000 became […] · $17,623+12.0%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

0.64%Trailing 12-mo yield$64 · $49 a year on $10k0.49%

−12.1%Worst dropSmaller is better−13.0%

14.4%VolatilityLower is calmer18.2%

BKCGIUSG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BKCG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BKCG vs IUSG: Top 5 Holdings

Today

BKCG

35.4%in top 5

IUSG

in top 539.6%

BKCGStockIUSG

9.8%NVDA13.6%

7.0%MSFT10.5%

7.3%AMZNnot top 5

5.5%AAPL6.6%

5.9%GOOGnot top 5

not top 5GOOGL4.5%

not top 5AVGO4.3%

Held in common41.4%

End-of-day Nov 4, 2026 · share of each fund

BKCG vs IUSG Returns, Every Period

BNY MellonBKCG

+9.9%

past year

IUSGiShares

+9.5%

past year

BKCGIUSGFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BKCG vs IUSG

YTD

BNY MellonBKCG

+10.0%

IUSGiShares

+11.1%

+10.0%Year to date+11.1%

−12.1%Worst drop · 1Y−13.0%

14.4%Volatility · 1Y18.2%

0.6%Yield0.5%

$119MAssets$32.6B

3–1BKCG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKCG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

BKCG0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BKCG, IUSG

0.64%highest, BKCG

FundTrailing yieldYield$10k

BKCG0.64%$64

IUSG0.49%$49

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

BKCG$64 − $50 = $14

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BKCG, IUSG

Today

41.4%most shared, BKCG and IUSG

BKCGIUSG

BKCG—41.4%

IUSG41.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%BKCG, at 14.4% volatility

BKCGWorst drop−12.1%14.4% vol

IUSGWorst drop−13.0%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BKCGIUSG

+10.0%Year to date+11.1%

0.6%Yield0.5%

+9.9%Past year+9.5%

0.50%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026