Compare · 2 funds side by side · dividends reinvested

BKGI and SCHD

BKGIBNY Mellon×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

BKGI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

BNY Mellon Global Infrastructure Income ETFIncome · Dividend stocks0.65%3.03%+8.3%+10.9%+23.3%[…]−10.5%11.8%$1.9B1.7

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: BKGI 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon Global Infrastructure Income ETF · $1.9B[…]

BKGI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

BKGIMeasureSCHD

+8.3%Year to dateJan 1 → Nov 3+32.8%

+10.9%1 yearTotal return+37.6%

+23.3%3 years · per year$10,000 became $18,726 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

3.03%Trailing 12-mo yield$303 · $297 a year on $10k2.97%

−10.5%Worst dropSmaller is better−6.9%

11.8%VolatilityLower is calmer11.4%

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

2–5SCHD wins

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

More Ways to See the Pairs

BKGI vs SCHD: Top 5 Holdings

Today

BKGI

25.3%in top 5

SCHD

in top 521.4%

BKGIStockSCHD

6.8%DOCnot top 5

6.7%HESMnot top 5

4.6%OHInot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.8%AMTnot top 5

3.4%Dnot top 5

Held in common1.5%

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

BKGI vs SCHD Returns, Every Period

BNY MellonBKGI

+10.9%

past year

SCHDSchwab

+37.6%

past year

BKGISCHDFaded: behind in that period

1–2SCHD wins

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

BKGI vs SCHD

YTD

BNY MellonBKGI

+8.3%

SCHDSchwab

+32.8%

+8.3%Year to date+32.8%

−10.5%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y11.4%

3.0%Yield3.0%

$1.9BAssets$121B

3–0SCHD wins

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

Cost, Income and Risk

Fees: BKGI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BKGI0.65%$65

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

Yields: BKGI, SCHD

3.03%highest, BKGI

FundTrailing yieldYield$10k

BKGI3.03%$303

SCHD2.97%$297

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

BKGI$303 − $65 = $238

KeptFee

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

Overlap: BKGI, SCHD

Today

1.5%most shared, BKGI and SCHD

BKGISCHD

BKGI—1.5%

SCHD1.5%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

BKGIWorst drop−10.5%11.8% vol

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

Paid More vs Made More

YTD

BKGISCHD

+8.3%Year to date+32.8%

3.0%Yield3.0%

+10.9%Past year+37.6%

0.65%Fee0.06%

3–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026