BKCG vs IUSG

ABKCG

BIUSG

Measures won3–1BKCG wins · of 6 · 5Y

$10,000 · 5Y$16,500IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.66%BKCG · $66 on $10k

Smallest drop−12.1%BKCG · worst fall in 1Y

Held in common41.8%BKCG and IUSG

BKCG

IUSG

BNY Mellon Concentrated Growth ETF · $116MiShares Core S&P U.S. Growth ETF · $31.1B

[…]3 years · per year[…] · $19,299+24.5%

[…]5 years · per year[…] · $16,501+10.5%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.66%12-mo yield$66 · $52 on $10k0.52%

−12.1%Worst dropSmaller wins−13.0%

15.1%VolatilityLower wins19.1%

3–1BKCG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKCG · IUSG

8.9%NVDA12.6%

7.4%MSFT11.4%

5.8%AAPL7.2%

7.8%AMZN3.9%

Held in common41.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
2	ABKCG	BNY Mellon Concentrated Growth ETFRead Desk		0.50%	0.66%	+0.9%	+5.2%	+6.0%	new	new	−12.1%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
2	ABKCG	BNY Mellon Concentrated Growth ETFRead Desk		0.50%	0.66%	+0.9%	+5.2%	+6.0%	new	new	−12.1%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BKCG vs IUSG

BKCG

BNY Mellon Concentrated Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,501

MeasureBKCGIUSG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.66%0.52%

5 years, per year[…]+10.5%

3 years, per year[…]+24.5%

Worst drop · 1Y−12.1%−13.0%

Volatility · 1Y15.1%19.1%

3–1measures won
BKCG first

41.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BKCG, IUSG

Today

41.8%most shared, BKCG and IUSG

BKCGIUSG

BKCG—41.8%

IUSG41.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

BKCG$66 − $50 = $16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee