Compare · 2 funds side by side · dividends reinvested

BKSE and VIG

BKSEBNY 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

BKSE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

BNY Mellon US Small Cap Core Equity ETFUS Stock Styles · Small cap0.04%1.25%+17.6%+20.2%+21.9%+8.0%−10.0%16.1%$85M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: BKSE 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

BKSE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

BKSEMeasureVIG

+17.6%Year to dateJan 1 → Nov 5+16.4%

+20.2%1 yearTotal return+18.9%

+21.9%3 years · per year$10,000 became $18,106 · $17,533+20.6%

+8.0%5 years · per year$10,000 became $14,661 · $17,005+11.2%

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

1.25%Trailing 12-mo yield$125 · $144 a year on $10k1.44%

−10.0%Worst dropSmaller is better−7.9%

16.1%VolatilityLower is calmer10.2%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

BKSE

1.8%in top 5

VIG

in top 522.1%

BKSEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common1.1%

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

BKSE vs VIG Returns, Every Period

BNY MellonBKSE

+8.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

BKSEVIGFaded: behind in that period

3–1BKSE wins

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

Stocks vs Income: BKSE vs VIG

YTD

BNY MellonBKSE

+17.6%

VIGVanguard

+16.4%

+17.6%Year to date+16.4%

−10.0%Worst drop · 1Y−7.9%

16.1%Volatility · 1Y10.2%

1.3%Yield1.4%

$84.6MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: BKSE, VIG

Today

0.04%lowest, BKSE

FundExpense ratioFee$10k

BKSE0.04%$4

VIG0.04%$4

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

Yields: BKSE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BKSE1.25%$125

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BKSE$125 − $4 = $121

KeptFee

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

Overlap: BKSE, VIG

Today

1.1%most shared, BKSE and VIG

BKSEVIG

BKSE—1.1%

VIG1.1%—

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

Return vs Bumpiness: 2 ETFs

+20.2%BKSE, at 16.1% volatility

VIGWorst drop−7.9%10.2% vol

BKSEWorst drop−10.0%16.1% vol

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

Paid More vs Made More

YTD

VIGBKSE

+16.4%Year to date+17.6%

1.4%Yield1.3%

+18.9%Past year+20.2%

0.04%Fee0.04%

2–1BKSE wins

End-of-day Nov 5, 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 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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 5, 2026