Compare · 3 funds side by side · dividends reinvested

BKLC, SCHG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,351BKLC · best of the three

02 / 04

BKLC, SCHG and IVV, 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%+11.9%+14.8%+23.6%+12.9%−9.1%14.1%$6.7B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+4.8%+5.5%+23.1%+11.6%−15.0%17.9%$59.7B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: BKLC 2020 · SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $6.7B$18,351

BKLC

SCHG

Schwab U.S. Large-Cap Growth ETF · $59.7B$17,291

$10,000 five years ago, dividends reinvested · they hold 57.2% in common

BKLCMeasureSCHG

+11.9%Year to dateJan 1 → Nov 9+4.8%

+14.8%1 yearTotal return+5.5%

+23.6%3 years · per year$10,000 became $18,869 · $18,633+23.1%

+12.9%5 years · per year$10,000 became $18,351 · $17,291+11.6%

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−15.0%

14.1%VolatilityLower is calmer17.9%

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

8–0BKLC wins

End-of-day Nov 9, 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

27.0%in top 5

SCHG

in top 543.9%

BKLCStockSCHG

7.7%AAPL12.4%

6.8%NVDA11.2%

6.1%MSFT9.8%

3.9%AMZN6.3%

2.6%GOOGL4.2%

Held in common57.2%

End-of-day Nov 9, 2026 · share of each fund

BKLC vs SCHG Returns, Every Period

BNY MellonBKLC

+12.9%

5 years, per year

SCHGSchwab

+11.6%

5 years, per year

BKLCSCHGFaded: behind in that period

4–0BKLC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BKLC vs IVV

YTD

BNY MellonBKLC

+11.9%

IVViShares

+11.3%

+11.9%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.8%

2.2%Yield1.1%

$6.7BAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKLC, SCHG, IVV

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

IVV0.03%$3

SCHG0.04%$4

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BKLC, SCHG, IVV

2.21%highest, BKLC

FundTrailing yieldYield$10k

BKLC2.21%$221

IVV1.11%$111

SCHG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$221most kept, BKLC

BKLC$221 − $0 = $221

IVV$111 − $3 = $108

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BKLC, SCHG, IVV

Today

95.5%most shared, BKLC and IVV

BKLCSCHGIVV

BKLC—57.2%95.5%

SCHG57.2%—56.9%

IVV95.5%56.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.8%BKLC, at 14.1% volatility

IVVWorst drop−8.9%13.8% vol

BKLCWorst drop−9.1%14.1% vol

SCHGWorst drop−15.0%17.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BKLCIVV

+11.9%Year to date+11.3%

2.2%Yield1.1%

+14.8%Past year+13.6%

0.00%Fee0.03%

4–0BKLC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026