BKLC vs SCHX

ABKLC

BSCHX

Measures won4–2BKLC wins · of 6 · 5Y

$10,000 · 5Y$18,898BKLC · SCHX $17,574

Lowest cost0.00%BKLC · $0 on $10k

Most income2.17%BKLC · $217 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common94.1%BKLC and SCHX

BKLC

SCHX

BNY Mellon US Large Cap Core Equity ETF · $7.0BSchwab U.S. Large-Cap ETF · $74.3B

+25.8%3 years · per year$19,898 · $19,124+24.1%

+13.6%5 years · per year$18,898 · $17,574+11.9%

0.00%Expense ratio$0 · $3 on $10k · lower wins0.03%

2.17%12-mo yield$217 · $104 on $10k1.04%

−9.1%Worst dropSmaller wins−9.0%

13.2%VolatilityLower wins13.0%

4–2BKLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKLC · SCHX

7.4%NVDA7.2%

7.3%AAPL7.0%

5.8%MSFT5.6%

3.7%AMZN3.6%

Held in common94.1%

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B

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 SCHX

BKLC

BNY Mellon US Large Cap Core Equity

$18,898

SCHX

Schwab U.S. Large-Cap

$17,574

MeasureBKLCSCHX

Fee0.00%0.03%

Cost on $10k a year$0$3

Yield2.17%1.04%

5 years, per year+13.6%+11.9%

3 years, per year+25.8%+24.1%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y13.2%13.0%

4–2measures won
BKLC first

94.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BKLC, SCHX

Today

94.1%most shared, BKLC and SCHX

BKLCSCHX

BKLC—94.1%

SCHX94.1%—

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

SCHX$104 − $3 = $101

KeptFee

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