Compare · 2 funds side by side · dividends reinvested

BKLC and SCHD

BKLCBNY Mellon×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,898BKLC · best of the two

02 / 04

BKLC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

BNY Mellon US Large Cap Core Equity ETFLow-Cost Core · US large cap0.00%2.17%+13.9%+14.4%+25.8%+13.6%−9.1%13.2%$7.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BKLC 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $7.0B$18,898

BKLC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

BKLCMeasureSCHD

+13.9%Year to dateJan 1 → Nov 4+35.3%

+14.4%1 yearTotal return+41.6%

+25.8%3 years · per year$10,000 became $19,898 · $17,908+21.4%

+13.6%5 years · per year$10,000 became $18,898 · $16,881+11.0%

0.00%Expense ratio$0 · $6 a year on $10k · lower is better0.06%

2.17%Trailing 12-mo yield$217 · $291 a year on $10k2.91%

−9.1%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

BKLC vs SCHD: Top 5 Holdings

Today

BKLC

26.7%in top 5

SCHD

in top 521.6%

BKLCStockSCHD

7.4%NVDAnot top 5

7.3%AAPLnot top 5

5.8%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

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

BKLC vs SCHD Returns, Every Period

BNY MellonBKLC

+13.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BKLCSCHDFaded: behind in that period

2–2Level

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

Core vs Income: BKLC vs SCHD

YTD

BNY MellonBKLC

+13.9%

SCHDSchwab

+35.3%

+13.9%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.5%

2.2%Yield2.9%

$7.0BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: BKLC, SCHD

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

SCHD0.06%$6

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

Yields: BKLC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BKLC2.17%$217

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BKLC$217 − $0 = $217

KeptFee

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

Overlap: BKLC, SCHD

Today

8.4%most shared, BKLC and SCHD

BKLCSCHD

BKLC—8.4%

SCHD8.4%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

BKLCWorst drop−9.1%13.2% vol

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

Paid More vs Made More

YTD

SCHDBKLC

+35.3%Year to date+13.9%

2.9%Yield2.2%

+41.6%Past year+14.4%

0.06%Fee0.00%

3–1SCHD wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026