Compare · 2 funds side by side · dividends reinvested

BKLC and SCHV

BKLCBNY Mellon×SCHVSchwab×

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 SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon US Large Cap Core Equity ETFLow-Cost Core · US large cap0.00%2.17%+13.9%+14.4%+25.8%+13.6%−9.1%13.2%$6.9B1.5

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.78%+20.4%+24.5%+22.1%+10.9%−6.9%11.4%$15.7B1.5

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 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $6.9B$18,898

BKLC

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,751

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

BKLCMeasureSCHV

+13.9%Year to dateJan 1 → Nov 4+20.4%

+14.4%1 yearTotal return+24.5%

+25.8%3 years · per year$10,000 became $19,898 · $18,218+22.1%

+13.6%5 years · per year$10,000 became $18,898 · $16,751+10.9%

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

2.17%Trailing 12-mo yield$217 · $178 a year on $10k1.78%

−9.1%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.4%

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

4–4Level

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 SCHV: Top 5 Holdings

Today

BKLC

26.7%in top 5

SCHV

in top 512.7%

BKLCStockSCHV

7.4%NVDAnot top 5

7.3%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

not top 5BRK-B3.4%

not top 5JPM3.0%

2.5%GOOGLnot top 5

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.8%

Held in common41.3%

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

BKLC vs SCHV Returns, Every Period

BNY MellonBKLC

+13.6%

5 years, per year

SCHVSchwab

+10.9%

5 years, per year

BKLCSCHVFaded: behind in that period

2–2Level

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

BKLC vs SCHV

YTD

BNY MellonBKLC

+13.9%

SCHVSchwab

+20.4%

+13.9%Year to date+20.4%

−9.1%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.4%

2.2%Yield1.8%

$6.9BAssets$15.7B

3–1SCHV wins

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

Cost, Income and Risk

Fees: BKLC, SCHV

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

SCHV0.04%$4

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

Yields: BKLC, SCHV

2.17%highest, BKLC

FundTrailing yieldYield$10k

BKLC2.17%$217

SCHV1.78%$178

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

Income After Fees on $10,000

$217most kept, BKLC

BKLC$217 − $0 = $217

SCHV$178 − $4 = $174

KeptFee

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

Overlap: BKLC, SCHV

Today

41.3%most shared, BKLC and SCHV

BKLCSCHV

BKLC—41.3%

SCHV41.3%—

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

Return vs Bumpiness: 2 ETFs

+24.5%SCHV, at 11.4% volatility

SCHVWorst drop−6.9%11.4% 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

BKLCSCHV

+13.9%Year to date+20.4%

2.2%Yield1.8%

+14.4%Past year+24.5%

0.00%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026