Compare · 2 funds side by side · dividends reinvested

BKSE and VBR

BKSEBNY Mellon×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 04

BKSE and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.3

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%$85M1.8

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: BKSE 2020 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BKSE

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

BKSEMeasureVBR

+13.8%Year to dateJan 1 → Nov 5+15.9%

+18.3%1 yearTotal return+20.7%

+20.1%3 years · per year$10,000 became $17,342 · $16,965+19.3%

+6.9%5 years · per year$10,000 became $13,935 · $15,143+8.7%

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

1.29%Trailing 12-mo yield$129 · $183 a year on $10k1.83%

−10.0%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer14.3%

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

2–6VBR 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 VBR: Top 5 Holdings

Today

BKSE

1.8%in top 5

VBR

in top 53.3%

BKSEStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

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 common26.8%

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

BKSE vs VBR Returns, Every Period

BNY MellonBKSE

+6.9%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

BKSEVBRFaded: behind in that period

1–3VBR wins

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

BKSE vs VBR

YTD

BNY MellonBKSE

+13.8%

VBRVanguard

+15.9%

+13.8%Year to date+15.9%

−10.0%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y14.3%

1.3%Yield1.8%

$84.6MAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: BKSE, VBR

Today

0.04%lowest, BKSE

FundExpense ratioFee$10k

BKSE0.04%$4

VBR0.05%$5

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

Yields: BKSE, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

BKSE1.29%$129

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

BKSE$129 − $4 = $125

KeptFee

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

Overlap: BKSE, VBR

Today

26.8%most shared, BKSE and VBR

BKSEVBR

BKSE—26.8%

VBR26.8%—

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

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% 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

VBRBKSE

+15.9%Year to date+13.8%

1.8%Yield1.3%

+20.7%Past year+18.3%

0.05%Fee0.04%

3–1VBR 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