BKLC vs SCHG

ABKLC

BSCHG

Measures won6–0BKLC wins · of 6 · 5Y

$10,000 · 5Y$18,351BKLC · IVV $17,545

Lowest cost0.00%BKLC · $0 on $10k

Most income2.21%BKLC · $221 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common57.2%BKLC and SCHG

BKLC

SCHG

BNY Mellon US Large Cap Core Equity ETF · $6.7BSchwab U.S. Large-Cap Growth ETF · $59.7B

+23.6%3 years · per year$18,869 · $18,633+23.1%

+12.9%5 years · per year$18,351 · $17,291+11.6%

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

2.21%12-mo yield$221 · $41 on $10k0.41%

−9.1%Worst dropSmaller wins−15.0%

14.1%VolatilityLower wins17.9%

6–0BKLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBKLC · SCHG

7.7%AAPL12.4%

6.8%NVDA11.2%

6.1%MSFT9.8%

3.9%AMZN6.3%

Held in common57.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk	0.00%	2.21%	+2.5%	+11.9%	+14.8%	+23.6%	+12.9%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	+2.8%	+4.8%	+5.5%	+23.1%	+11.6%	−15.0%	$59.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk	0.00%	2.21%	+2.5%	+11.9%	+14.8%	+23.6%	+12.9%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	+2.8%	+4.8%	+5.5%	+23.1%	+11.6%	−15.0%	$59.7B

End-of-day Nov 9, 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

$18,351

SCHG

Schwab U.S. Large-Cap Growth

$17,291

MeasureBKLCSCHG

Fee0.00%0.04%

Cost on $10k a year$0$4

Yield2.21%0.41%

5 years, per year+12.9%+11.6%

3 years, per year+23.6%+23.1%

Worst drop · 1Y−9.1%−15.0%

Volatility · 1Y14.1%17.9%

6–0measures won
BKLC first

57.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: BKLC, SCHG, IVV

Today

95.5%most shared, BKLC and IVV

BKLCSCHGIVV

BKLC—57.2%95.5%

SCHG57.2%—56.9%

IVV95.5%56.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, BKLC

BKLC$221 − $0 = $221

IVV$111 − $3 = $108

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee