Compare · 2 funds side by side · dividends reinvested

BKMC and VOE

BKMCBNY Mellon×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

BKMC and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.3

BNY Mellon US Mid Cap Core Equity ETFUS Stock Styles · Mid cap0.04%3.14%+12.1%+14.8%+19.9%+7.8%−9.8%14.9%$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 4, 2026 · returns include dividends · since: BKMC 2020 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Mid Cap Core Equity ETF · $658M$14,532

BKMC

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

BKMCMeasureVOE

+12.1%Year to dateJan 1 → Nov 4+22.3%

+14.8%1 yearTotal return+26.9%

+19.9%3 years · per year$10,000 became $17,218 · $18,246+22.2%

+7.8%5 years · per year$10,000 became $14,532 · $16,506+10.5%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

3.14%Trailing 12-mo yield$314 · $182 a year on $10k1.82%

−9.8%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.1%

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

2–6VOE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BKMC vs VOE: Top 5 Holdings

Today

BKMC

2.9%in top 5

VOE

in top 58.1%

BKMCStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

0.6%THCnot top 5

0.6%PTCnot top 5

0.6%VTRSnot top 5

0.6%GHnot top 5

0.6%USFDnot top 5

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

BKMC vs VOE Returns, Every Period

BNY MellonBKMC

+7.8%

5 years, per year

VOEVanguard

+10.5%

5 years, per year

BKMCVOEFaded: behind in that period

0–4VOE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BKMC vs VOE

YTD

BNY MellonBKMC

+12.1%

VOEVanguard

+22.3%

+12.1%Year to date+22.3%

−9.8%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.1%

3.1%Yield1.8%

$658MAssets$22.8B

3–1VOE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKMC, VOE

Today

0.04%lowest, BKMC

FundExpense ratioFee$10k

BKMC0.04%$4

VOE0.05%$5

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BKMC, VOE

3.14%highest, BKMC

FundTrailing yieldYield$10k

BKMC3.14%$314

VOE1.82%$182

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$310most kept, BKMC

BKMC$314 − $4 = $310

VOE$182 − $5 = $177

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BKMC, VOE

Today

0.3%most shared, BKMC and VOE

BKMCVOE

BKMC—0.3%

VOE0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.9%VOE, at 11.1% volatility

VOEWorst drop−6.9%11.1% vol

BKMCWorst drop−9.8%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BKMCVOE

+12.1%Year to date+22.3%

3.1%Yield1.8%

+14.8%Past year+26.9%

0.04%Fee0.05%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026