Compare · 3 funds side by side · dividends reinvested

BKLC, SCHV 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, SCHV 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%2.27%+9.2%+10.7%+23.3%+12.4%−9.1%13.9%$6.7B1.8

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B1.9

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 · SCHV 2009 · 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

SCHV

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

BKLCMeasureSCHV

+9.2%Year to dateJan 1 → Nov 6+16.2%

+10.7%1 yearTotal return+20.0%

+23.3%3 years · per year$10,000 became $18,749 · $17,361+20.2%

+12.4%5 years · per year$10,000 became $17,925 · $16,047+9.9%

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

2.27%Trailing 12-mo yield$227 · $185 a year on $10k1.85%

−9.1%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.8%

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

4–4Level

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 SCHV: Top 5 Holdings

Today

BKLC

27.0%in top 5

SCHV

in top 512.9%

BKLCStockSCHV

7.8%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5BRK-B3.6%

not top 5JPM3.0%

2.6%GOOGLnot top 5

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common42.0%

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

BKLC vs SCHV Returns, Every Period

BNY MellonBKLC

+12.4%

5 years, per year

SCHVSchwab

+9.9%

5 years, per year

BKLCSCHVFaded: behind in that period

2–2Level

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

BKLC vs SCHV

YTD

BNY MellonBKLC

+9.2%

SCHVSchwab

+16.2%

+9.2%Year to date+16.2%

−9.1%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.8%

2.3%Yield1.8%

$6.7BAssets$15.4B

3–1SCHV wins

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

Cost, Income and Risk

Fees: BKLC, SCHV, IVV

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

IVV0.03%$3

SCHV0.04%$4

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

Yields: BKLC, SCHV, IVV

2.27%highest, BKLC

FundTrailing yieldYield$10k

BKLC2.27%$227

SCHV1.85%$185

IVV1.14%$114

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

Income After Fees on $10,000

$227most kept, BKLC

BKLC$227 − $0 = $227

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

KeptFee

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

Overlap: BKLC, SCHV, IVV

Today

95.6%most shared, BKLC and IVV

BKLCSCHVIVV

BKLC—42.0%95.6%

SCHV42.0%—43.3%

IVV95.6%43.3%—

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

Return vs Bumpiness: 3 ETFs

+20.0%SCHV, at 11.8% volatility

SCHVWorst drop−6.9%11.8% 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

BKLCSCHV

+9.2%Year to date+16.2%

2.3%Yield1.8%

+10.7%Past year+20.0%

0.00%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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