Compare · 2 funds side by side · dividends reinvested

BKLC and SPY

BKLCBNY Mellon×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,915BKLC · best of the two

02 / 04

BKLC and SPY, 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%+8.8%+10.7%+23.7%+12.4%−9.1%13.9%$6.7B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BKLC 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Large Cap Core Equity ETF · $6.7B$17,915

BKLC

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 95.6% in common

BKLCMeasureSPY

+8.8%Year to dateJan 1 → Nov 5+8.3%

+10.7%1 yearTotal return+9.7%

+23.7%3 years · per year$10,000 became $18,908 · $18,174+22.0%

+12.4%5 years · per year$10,000 became $17,915 · $17,099+11.3%

0.00%Expense ratio$0 · $9 a year on $10k · lower is better0.09%

2.27%Trailing 12-mo yield$227 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

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

6–2BKLC wins

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

More Ways to See the Pairs

BKLC vs SPY: Top 5 Holdings

Today

BKLC

26.9%in top 5

SPY

in top 527.7%

BKLCStockSPY

7.5%AAPL7.7%

6.9%NVDA7.3%

6.1%MSFT6.2%

3.8%AMZN3.9%

2.5%GOOGL2.6%

Held in common95.6%

End-of-day Nov 5, 2026 · share of each fund

BKLC vs SPY Returns, Every Period

BNY MellonBKLC

+12.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BKLCSPYFaded: behind in that period

4–0BKLC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BKLC vs SPY

YTD

BNY MellonBKLC

+8.8%

SPYSPDR

+8.3%

+8.8%Year to date+8.3%

−9.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

2.3%Yield1.0%

$6.7BAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKLC, SPY

Today

0.00%lowest, BKLC

FundExpense ratioFee$10k

BKLC0.00%$0

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BKLC, SPY

2.27%highest, BKLC

FundTrailing yieldYield$10k

BKLC2.27%$227

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, BKLC

BKLC$227 − $0 = $227

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BKLC, SPY

Today

95.6%most shared, BKLC and SPY

BKLCSPY

BKLC—95.6%

SPY95.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%BKLC, at 13.9% volatility

SPYWorst drop−8.9%13.6% vol

BKLCWorst drop−9.1%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BKLCSPY

+8.8%Year to date+8.3%

2.3%Yield1.0%

+10.7%Past year+9.7%

0.00%Fee0.09%

4–0BKLC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026