Compare · 2 funds side by side · dividends reinvested

BKCG and IWF

BKCGBNY Mellon×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

BKCG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon Concentrated Growth ETFUS Stock Styles · Growth0.50%0.65%+7.7%+8.3%[…][…]−12.1%14.3%$119M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: BKCG 1997 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BKCG

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

BKCGMeasureIWF

+7.7%Year to dateJan 1 → Nov 3−0.5%

+8.3%1 yearTotal return−2.9%

[…]3 years · per year$10,000 became […] · $18,494+22.7%

[…]5 years · per year$10,000 became […] · $16,499+10.5%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.65%Trailing 12-mo yield$65 · $37 a year on $10k0.37%

−12.1%Worst dropSmaller is better−15.6%

14.3%VolatilityLower is calmer18.3%

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

5–1BKCG wins

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

More Ways to See the Pairs

BKCG vs IWF: Top 5 Holdings

Today

BKCG

35.2%in top 5

IWF

in top 539.3%

BKCGStockIWF

9.6%NVDA14.9%

5.6%AAPL8.4%

7.2%AMZNnot top 5

6.9%MSFT6.1%

5.9%GOOGnot top 5

not top 5GOOGL5.1%

not top 5AVGO4.7%

Held in common41.6%

End-of-day Nov 3, 2026 · share of each fund

BKCG vs IWF Returns, Every Period

BNY MellonBKCG

+8.3%

past year

IWFiShares

−2.9%

past year

BKCGIWFFaded: behind in that period

2–0BKCG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BKCG vs IWF

YTD

BNY MellonBKCG

+7.7%

IWFiShares

−0.5%

+7.7%Year to date−0.5%

−12.1%Worst drop · 1Y−15.6%

14.3%Volatility · 1Y18.3%

0.6%Yield0.4%

$119MAssets$120B

4–0BKCG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKCG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BKCG0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BKCG, IWF

0.65%highest, BKCG

FundTrailing yieldYield$10k

BKCG0.65%$65

IWF0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

BKCG$65 − $50 = $15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BKCG, IWF

Today

41.6%most shared, BKCG and IWF

BKCGIWF

BKCG—41.6%

IWF41.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%BKCG, at 14.3% volatility

BKCGWorst drop−12.1%14.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BKCGIWF

+7.7%Year to date−0.5%

0.6%Yield0.4%

+8.3%Past year−2.9%

0.50%Fee0.18%

3–1BKCG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026