Compare · 2 funds side by side · dividends reinvested

BKSE and IJR

BKSEBNY Mellon×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,124BKSE · best of the two

02 / 04

BKSE and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon US Small Cap Core Equity ETFUS Stock Styles · Small cap0.04%1.27%+15.6%+18.0%+21.5%+7.1%−10.0%16.0%$83M1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BKSE 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Small Cap Core Equity ETF · $83M$14,124

BKSE

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 47.2% in common

BKSEMeasureIJR

+15.6%Year to dateJan 1 → Nov 3+18.3%

+18.0%1 yearTotal return+21.3%

+21.5%3 years · per year$10,000 became $17,948 · $16,862+19.0%

+7.1%5 years · per year$10,000 became $14,124 · $13,468+6.1%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.27%Trailing 12-mo yield$127 · $121 a year on $10k1.21%

−10.0%Worst dropSmaller is better−9.7%

16.0%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

BKSE vs IJR: Top 5 Holdings

Today

BKSE

2.0%in top 5

IJR

in top 53.1%

BKSEStockIJR

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

0.5%AVTRnot top 5

0.4%EATnot top 5

0.4%GTLBnot top 5

0.4%THGnot top 5

0.4%ETSYnot top 5

Held in common47.2%

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

BKSE vs IJR Returns, Every Period

BNY MellonBKSE

+7.1%

5 years, per year

IJRiShares

+6.1%

5 years, per year

BKSEIJRFaded: behind in that period

2–2Level

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

BKSE vs IJR

YTD

BNY MellonBKSE

+15.6%

IJRiShares

+18.3%

+15.6%Year to date+18.3%

−10.0%Worst drop · 1Y−9.7%

16.0%Volatility · 1Y15.8%

1.3%Yield1.2%

$83.1MAssets$106B

3–1IJR wins

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

Cost, Income and Risk

Fees: BKSE, IJR

Today

0.04%lowest, BKSE

FundExpense ratioFee$10k

BKSE0.04%$4

IJR0.06%$6

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

Yields: BKSE, IJR

1.27%highest, BKSE

FundTrailing yieldYield$10k

BKSE1.27%$127

IJR1.21%$121

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

Income After Fees on $10,000

$123most kept, BKSE

BKSE$127 − $4 = $123

IJR$121 − $6 = $115

KeptFee

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

Overlap: BKSE, IJR

Today

47.2%most shared, BKSE and IJR

BKSEIJR

BKSE—47.2%

IJR47.2%—

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

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

BKSEWorst drop−10.0%16.0% vol

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

Paid More vs Made More

YTD

BKSEIJR

+15.6%Year to date+18.3%

1.3%Yield1.2%

+18.0%Past year+21.3%

0.04%Fee0.06%

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