BKLC vs SCHV

ABKLC

BSCHV

Measures won4–2BKLC wins · of 6 · 5Y

$10,000 · 5Y$17,925BKLC · IVV $17,177

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 common42.0%BKLC and SCHV

BKLC

SCHV

BNY Mellon US Large Cap Core Equity ETF · $6.7BSchwab U.S. Large-Cap Value ETF · $15.4B

+23.3%3 years · per year$18,749 · $17,361+20.2%

+12.4%5 years · per year$17,925 · $16,047+9.9%

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

2.27%12-mo yield$227 · $185 on $10k1.85%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.8%

4–2BKLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBKLC · SCHV

1.4%JPM3.0%

1.3%BRK-B3.6%

1.1%XOM2.3%

1.0%JNJ2.2%

Held in common42.0%

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

All Three

5Y3 funds

#
1	ABKLC	BNY Mellon US Large Cap Core Equity ETFRead Desk	0.00%	2.27%	+0.4%	+9.2%	+10.7%	+23.3%	+12.4%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

End-of-day Nov 6, 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%	2.27%	+0.4%	+9.2%	+10.7%	+23.3%	+12.4%	−9.1%	$6.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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

BKLC vs SCHV

BKLC

BNY Mellon US Large Cap Core Equity

$17,925

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureBKLCSCHV

Fee0.00%0.04%

Cost on $10k a year$0$4

Yield2.27%1.85%

5 years, per year+12.4%+9.9%

3 years, per year+23.3%+20.2%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.8%

4–2measures won
BKLC first

42.0%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: BKLC, SCHV, IVV

Today

95.6%most shared, BKLC and IVV

BKLCSCHVIVV

BKLC—42.0%95.6%

SCHV42.0%—43.3%

IVV95.6%43.3%—

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

Income After Fees on $10,000

$227most kept, BKLC

BKLC$227 − $0 = $227

SCHV$185 − $4 = $181

IVV$114 − $3 = $111

KeptFee

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