Compare · 2 funds side by side · dividends reinvested

BKMC and IWR

BKMCBNY Mellon×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

BKMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.3

BNY Mellon US Mid Cap Core Equity ETFUS Stock Styles · Mid cap0.04%3.17%+11.2%+13.4%+19.8%+7.3%−9.8%14.8%$652M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: BKMC 2020 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Mid Cap Core Equity ETF · $652M$14,218

BKMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 24.9% in common

BKMCMeasureIWR

+11.2%Year to dateJan 1 → Nov 3+15.6%

+13.4%1 yearTotal return+16.7%

+19.8%3 years · per year$10,000 became $17,176 · $17,698+21.0%

+7.3%5 years · per year$10,000 became $14,218 · $14,220+7.3%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

3.17%Trailing 12-mo yield$317 · $115 a year on $10k1.15%

−9.8%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer13.4%

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

2–5IWR wins

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

More Ways to See the Pairs

BKMC vs IWR: Top 5 Holdings

Today

BKMC

2.9%in top 5

IWR

in top 53.8%

BKMCStockIWR

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

0.6%USFDnot top 5

0.6%THCnot top 5

not top 5MRNA0.6%

0.6%PTCnot top 5

0.6%VTRSnot top 5

0.6%GHnot top 5

Held in common24.9%

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

BKMC vs IWR Returns, Every Period

BNY MellonBKMC

+7.3%

5 years, per year

IWRiShares

+7.3%

5 years, per year

BKMCIWRFaded: behind in that period

0–3IWR wins

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

BKMC vs IWR

YTD

BNY MellonBKMC

+11.2%

IWRiShares

+15.6%

+11.2%Year to date+15.6%

−9.8%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y13.4%

3.2%Yield1.2%

$652MAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: BKMC, IWR

Today

0.04%lowest, BKMC

FundExpense ratioFee$10k

BKMC0.04%$4

IWR0.18%$18

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

Yields: BKMC, IWR

3.17%highest, BKMC

FundTrailing yieldYield$10k

BKMC3.17%$317

IWR1.15%$115

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

Income After Fees on $10,000

$313most kept, BKMC

BKMC$317 − $4 = $313

IWR$115 − $18 = $97

KeptFee

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

Overlap: BKMC, IWR

Today

24.9%most shared, BKMC and IWR

BKMCIWR

BKMC—24.9%

IWR24.9%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

BKMCWorst drop−9.8%14.8% vol

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

Paid More vs Made More

YTD

BKMCIWR

+11.2%Year to date+15.6%

3.2%Yield1.2%

+13.4%Past year+16.7%

0.04%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026