Compare · 2 funds side by side · dividends reinvested

BKLC and SCHG

BKLCBNY Mellon×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,533BKLC · best of the two

02 / 04

BKLC and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon US Large Cap Core Equity ETFLow-Cost Core · US large cap0.00%2.21%+12.1%+13.0%+25.7%+13.1%−9.1%13.1%$6.9B1.0

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B2.0

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: BKLC 2020 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $6.9B$18,533

BKLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

BKLCMeasureSCHG

+12.1%Year to dateJan 1 → Nov 3+5.5%

+13.0%1 yearTotal return+3.2%

+25.7%3 years · per year$10,000 became $19,856 · $19,730+25.4%

+13.1%5 years · per year$10,000 became $18,534 · $17,712+12.1%

0.00%Expense ratio$0 · $4 a year on $10k · lower is better0.04%

2.21%Trailing 12-mo yield$221 · $41 a year on $10k0.41%

−9.1%Worst dropSmaller is better−16.0%

13.1%VolatilityLower is calmer16.9%

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

8–0BKLC wins

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

More Ways to See the Pairs

BKLC vs SCHG: Top 5 Holdings

Today

BKLC

26.5%in top 5

SCHG

in top 542.9%

BKLCStockSCHG

7.4%AAPL12.0%

7.2%NVDA11.9%

5.7%MSFT9.1%

3.6%AMZN5.8%

not top 5AVGO4.1%

2.5%GOOGLnot top 5

Held in common57.3%

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

BKLC vs SCHG Returns, Every Period

BNY MellonBKLC

+13.1%

5 years, per year

SCHGSchwab

+12.1%

5 years, per year

BKLCSCHGFaded: behind in that period

4–0BKLC wins

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

BKLC vs SCHG

YTD

BNY MellonBKLC

+12.1%

SCHGSchwab

+5.5%

+12.1%Year to date+5.5%

−9.1%Worst drop · 1Y−16.0%

13.1%Volatility · 1Y16.9%

2.2%Yield0.4%

$6.9BAssets$61.1B

4–0BKLC wins

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

Cost, Income and Risk

Fees: BKLC, SCHG

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

SCHG0.04%$4

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

Yields: BKLC, SCHG

2.21%highest, BKLC

FundTrailing yieldYield$10k

BKLC2.21%$221

SCHG0.41%$41

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

Income After Fees on $10,000

$221most kept, BKLC

BKLC$221 − $0 = $221

SCHG$41 − $4 = $37

KeptFee

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

Overlap: BKLC, SCHG

Today

57.3%most shared, BKLC and SCHG

BKLCSCHG

BKLC—57.3%

SCHG57.3%—

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

Return vs Bumpiness: 2 ETFs

+13.0%BKLC, at 13.1% volatility

BKLCWorst drop−9.1%13.1% vol

SCHGWorst drop−16.0%16.9% vol

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

Paid More vs Made More

YTD

BKLCSCHG

+12.1%Year to date+5.5%

2.2%Yield0.4%

+13.0%Past year+3.2%

0.00%Fee0.04%

4–0BKLC 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