BKLC vs SCHV

ABKLC

BSCHV

Measures won4–2BKLC wins · of 6 · 5Y

$10,000 · 5Y$17,915BKLC · SCHV $16,084

Lowest cost0.00%BKLC · $0 on $10k

Most income2.27%BKLC · $227 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common41.4%BKLC and SCHV

BKLC

SCHV

BNY Mellon US Large Cap Core Equity ETF · $7.0BSchwab U.S. Large-Cap Value ETF · $15.9B

+23.7%3 years · per year$18,908 · $17,488+20.5%

+12.4%5 years · per year$17,915 · $16,084+10.0%

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

2.27%12-mo yield$227 · $184 on $10k1.84%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.8%

4–2BKLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKLC · SCHV

1.4%JPM3.0%

1.2%BRK-B3.5%

1.0%XOM2.3%

1.0%JNJ2.2%

Held in common41.4%

End-of-day Nov 5, 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%	2.27%	−4.4%	+8.8%	+10.7%	+23.7%	+12.4%	−9.1%	$7.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B

End-of-day Nov 5, 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%	2.27%	−4.4%	+8.8%	+10.7%	+23.7%	+12.4%	−9.1%	$7.0B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.84%	−3.2%	+16.6%	+21.2%	+20.5%	+10.0%	−6.9%	$15.9B

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

Cards for this view

BKLC vs SCHV

BKLC

BNY Mellon US Large Cap Core Equity

$17,915

SCHV

Schwab U.S. Large-Cap Value

$16,084

MeasureBKLCSCHV

Fee0.00%0.04%

Cost on $10k a year$0$4

Yield2.27%1.84%

5 years, per year+12.4%+10.0%

3 years, per year+23.7%+20.5%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.8%

4–2measures won
BKLC first

41.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BKLC, SCHV

Today

41.4%most shared, BKLC and SCHV

BKLCSCHV

BKLC—41.4%

SCHV41.4%—

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

Income After Fees on $10,000

$227most kept, BKLC

BKLC$227 − $0 = $227

SCHV$184 − $4 = $180

KeptFee

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