BKDV vs VOO

ABKDV

BVOO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−6.7%BKDV · worst fall in 1Y

Held in common29.4%BKDV and VOO

BKDV

VOO

BNY Mellon Dynamic Value ETF · $2.4BVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.52%12-mo yield$52 · $110 on $10k1.10%

−6.7%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBKDV · VOO

6.0%MSFT5.8%

5.4%AMZN3.7%

3.1%AAPL7.4%

3.9%BRK-B1.4%

Held in common29.4%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ABKDV	BNY Mellon Dynamic Value ETFRead Desk		0.60%	0.52%	0.0%	+18.6%	+24.4%	new	new	−6.7%	$2.4B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ABKDV	BNY Mellon Dynamic Value ETFRead Desk		0.60%	0.52%	0.0%	+18.6%	+24.4%	new	new	−6.7%	$2.4B

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

BKDV vs VOO

BKDV

BNY Mellon Dynamic Value

[…]

VOO

Vanguard S&P 500

$17,177

MeasureBKDVVOO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.52%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y12.3%13.5%

2–2measures won
level

29.4%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: BKDV, VOO

Today

29.4%most shared, BKDV and VOO

BKDVVOO

BKDV—29.4%

VOO29.4%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BKDV$52 − $60 = −$8

KeptFee

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