Compare · 2 funds side by side · dividends reinvested

BKSE and SCHD

BKSEBNY Mellon×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BKSE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

BNY Mellon US Small Cap Core Equity ETFUS Stock Styles · Small cap0.04%1.29%+13.8%+18.3%+20.1%+6.9%−10.0%16.3%$85M1.9

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: BKSE 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Small Cap Core Equity ETF · $85M$13,935

BKSE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

BKSEMeasureSCHD

+13.8%Year to dateJan 1 → Nov 5+32.3%

+18.3%1 yearTotal return+38.7%

+20.1%3 years · per year$10,000 became $17,342 · $17,414+20.3%

+6.9%5 years · per year$10,000 became $13,935 · $16,375+10.4%

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

1.29%Trailing 12-mo yield$129 · $298 a year on $10k2.98%

−10.0%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

BKSE vs SCHD: Top 5 Holdings

Today

BKSE

1.8%in top 5

SCHD

in top 521.7%

BKSEStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.4%ETSYnot top 5

0.4%THGnot top 5

0.4%POOLnot top 5

0.3%VFCnot top 5

0.3%LWnot top 5

Held in common1.5%

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

BKSE vs SCHD Returns, Every Period

BNY MellonBKSE

+6.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

BKSESCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: BKSE vs SCHD

YTD

BNY MellonBKSE

+13.8%

SCHDSchwab

+32.3%

+13.8%Year to date+32.3%

−10.0%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

1.3%Yield3.0%

$84.6MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: BKSE, SCHD

Today

0.04%lowest, BKSE

FundExpense ratioFee$10k

BKSE0.04%$4

SCHD0.06%$6

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

Yields: BKSE, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

BKSE1.29%$129

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BKSE$129 − $4 = $125

KeptFee

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

Overlap: BKSE, SCHD

Today

1.5%most shared, BKSE and SCHD

BKSESCHD

BKSE—1.5%

SCHD1.5%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

BKSEWorst drop−10.0%16.3% vol

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

Paid More vs Made More

YTD

SCHDBKSE

+32.3%Year to date+13.8%

3.0%Yield1.3%

+38.7%Past year+18.3%

0.06%Fee0.04%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026