Compare · 3 funds side by side · dividends reinvested

BKLC, SCHD and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,925BKLC · best of the three

02 / 04

BKLC, SCHD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

BNY Mellon US Large Cap Core Equity ETFLow-Cost Core · US large cap0.00%2.27%+9.2%+10.7%+23.3%+12.4%−9.1%13.9%$6.7B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BKLC 2020 · SCHD 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $6.7B$17,925

BKLC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

BKLCMeasureSCHD

+9.2%Year to dateJan 1 → Nov 6+31.4%

+10.7%1 yearTotal return+37.0%

+23.3%3 years · per year$10,000 became $18,749 · $17,266+20.0%

+12.4%5 years · per year$10,000 became $17,925 · $16,267+10.2%

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

2.27%Trailing 12-mo yield$227 · $300 a year on $10k3.00%

−9.1%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 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

27.0%in top 5

SCHD

in top 521.4%

BKLCStockSCHD

7.8%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.5%

End-of-day Nov 6, 2026 · share of each fund

BKLC vs SCHD Returns, Every Period

BNY MellonBKLC

+12.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

BKLCSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: BKLC vs SCHD

YTD

BNY MellonBKLC

+9.2%

SCHDSchwab

+31.4%

+9.2%Year to date+31.4%

−9.1%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

2.3%Yield3.0%

$6.7BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKLC, SCHD, IVV

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

IVV0.03%$3

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BKLC, SCHD, IVV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

BKLC2.27%$227

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

BKLC$227 − $0 = $227

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BKLC, SCHD, IVV

Today

95.6%most shared, BKLC and IVV

BKLCSCHDIVV

BKLC—8.5%95.6%

SCHD8.5%—8.7%

IVV95.6%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

BKLCWorst drop−9.1%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBKLC

+31.4%Year to date+9.2%

3.0%Yield2.3%

+37.0%Past year+10.7%

0.06%Fee0.00%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026