BKLC vs SCHG

ABKLC

BSCHG

Measures won6–0BKLC wins · of 6 · 5Y

$10,000 · 5Y$18,898BKLC · SCHG $17,915

Lowest cost0.00%BKLC · $0 on $10k

Most income2.17%BKLC · $217 on $10k

Smallest drop−9.1%BKLC · worst fall in 1Y

Held in common57.6%BKLC and SCHG

BKLC

SCHG

BNY Mellon US Large Cap Core Equity ETF · $7.0BSchwab U.S. Large-Cap Growth ETF · $62.5B

+25.8%3 years · per year$19,898 · $19,739+25.4%

+13.6%5 years · per year$18,898 · $17,915+12.4%

0.00%Expense ratio$0 · $4 on $10k · lower wins0.04%

2.17%12-mo yield$217 · $40 on $10k0.40%

−9.1%Worst dropSmaller wins−16.0%

13.2%VolatilityLower wins16.9%

6–0BKLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKLC · SCHG

7.4%NVDA12.0%

7.3%AAPL11.6%

5.8%MSFT9.3%

3.7%AMZN5.9%

Held in common57.6%

End-of-day Nov 4, 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	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk		0.00%	2.17%	+1.5%	+13.9%	+14.4%	+25.8%	+13.6%	−9.1%	$7.0B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk		0.00%	2.17%	+1.5%	+13.9%	+14.4%	+25.8%	+13.6%	−9.1%	$7.0B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BKLC vs SCHG

BKLC

BNY Mellon US Large Cap Core Equity

$18,898

SCHG

Schwab U.S. Large-Cap Growth

$17,915

MeasureBKLCSCHG

Fee0.00%0.04%

Cost on $10k a year$0$4

Yield2.17%0.40%

5 years, per year+13.6%+12.4%

3 years, per year+25.8%+25.4%

Worst drop · 1Y−9.1%−16.0%

Volatility · 1Y13.2%16.9%

6–0measures won
BKLC first

57.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: BKLC, SCHG

Today

57.6%most shared, BKLC and SCHG

BKLCSCHG

BKLC—57.6%

SCHG57.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$217most kept, BKLC

BKLC$217 − $0 = $217

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee