Compare · 2 funds side by side · dividends reinvested

BKMC and SPY

BKMCBNY Mellon×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

BKMC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon US Mid Cap Core Equity ETFUS Stock Styles · Mid cap0.04%3.24%+8.8%+11.8%+18.2%+6.8%−9.8%15.3%$634M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BKMC 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Mid Cap Core Equity ETF · $634M$13,927

BKMC

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

BKMCMeasureSPY

+8.8%Year to dateJan 1 → Nov 6+8.7%

+11.8%1 yearTotal return+9.7%

+18.2%3 years · per year$10,000 became $16,506 · $18,039+21.7%

+6.8%5 years · per year$10,000 became $13,927 · $17,118+11.3%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

3.24%Trailing 12-mo yield$324 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

BKMCSPY 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

BKMC vs SPY: Top 5 Holdings

Today

BKMC

2.9%in top 5

SPY

in top 527.8%

BKMCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%USFDnot top 5

0.6%THCnot top 5

0.6%VTRSnot top 5

0.6%PTCnot top 5

0.5%GHnot top 5

Held in common1.5%

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

BKMC vs SPY Returns, Every Period

BNY MellonBKMC

+6.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BKMCSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: BKMC vs SPY

YTD

BNY MellonBKMC

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

−9.8%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

3.2%Yield1.0%

$634MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: BKMC, SPY

Today

0.04%lowest, BKMC

FundExpense ratioFee$10k

BKMC0.04%$4

SPY0.09%$9

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

Yields: BKMC, SPY

3.24%highest, BKMC

FundTrailing yieldYield$10k

BKMC3.24%$324

SPY1.03%$103

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

Income After Fees on $10,000

$320most kept, BKMC

BKMC$324 − $4 = $320

SPY$103 − $9 = $94

KeptFee

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

Overlap: BKMC, SPY

Today

1.5%most shared, BKMC and SPY

BKMCSPY

BKMC—1.5%

SPY1.5%—

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

Return vs Bumpiness: 2 ETFs

+11.8%BKMC, at 15.3% volatility

SPYWorst drop−8.9%13.6% vol

BKMCWorst drop−9.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BKMCSPY

+8.8%Year to date+8.7%

3.2%Yield1.0%

+11.8%Past year+9.7%

0.04%Fee0.09%

4–0BKMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026