Compare · 2 funds side by side · dividends reinvested

BKMC and VIG

BKMCBNY Mellon×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

BKMC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

BNY Mellon US Mid Cap Core Equity ETFUS Stock Styles · Mid cap0.04%3.26%+8.1%+11.9%+18.1%+6.7%−9.8%15.3%$658M1.8

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: BKMC 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Mid Cap Core Equity ETF · $658M$13,847

BKMC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

BKMCMeasureVIG

+8.1%Year to dateJan 1 → Nov 5+12.5%

+11.9%1 yearTotal return+15.2%

+18.1%3 years · per year$10,000 became $16,463 · $16,814+18.9%

+6.7%5 years · per year$10,000 became $13,847 · $16,331+10.3%

0.04%Expense ratio$4 · $4 a year on $10k · lower is better0.04%

3.26%Trailing 12-mo yield$326 · $149 a year on $10k1.49%

−9.8%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

BKMC vs VIG: Top 5 Holdings

Today

BKMC

2.8%in top 5

VIG

in top 522.1%

BKMCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%USFDnot top 5

0.6%THCnot top 5

0.6%VTRSnot top 5

0.6%GHnot top 5

0.5%PTCnot top 5

Held in common3.1%

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

BKMC vs VIG Returns, Every Period

BNY MellonBKMC

+6.7%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

BKMCVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: BKMC vs VIG

YTD

BNY MellonBKMC

+8.1%

VIGVanguard

+12.5%

+8.1%Year to date+12.5%

−9.8%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.8%

3.3%Yield1.5%

$658MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: BKMC, VIG

Today

0.04%lowest, BKMC

FundExpense ratioFee$10k

BKMC0.04%$4

VIG0.04%$4

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

Yields: BKMC, VIG

3.26%highest, BKMC

FundTrailing yieldYield$10k

BKMC3.26%$326

VIG1.49%$149

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

Income After Fees on $10,000

$322most kept, BKMC

BKMC$326 − $4 = $322

VIG$149 − $4 = $145

KeptFee

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

Overlap: BKMC, VIG

Today

3.1%most shared, BKMC and VIG

BKMCVIG

BKMC—3.1%

VIG3.1%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

BKMCWorst drop−9.8%15.3% vol

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

Paid More vs Made More

YTD

BKMCVIG

+8.1%Year to date+12.5%

3.3%Yield1.5%

+11.9%Past year+15.2%

0.04%Fee0.04%

2–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026