BKLC vs SPY

ABKLC

BSPY

Measures won4–2BKLC wins · of 6 · 5Y

$10,000 · 5Y$17,915BKLC · SPY $17,099

Lowest cost0.00%BKLC · $0 on $10k

Most income2.27%BKLC · $227 on $10k

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

Held in common95.6%BKLC and SPY

BKLC

SPY

BNY Mellon US Large Cap Core Equity ETF · $6.7BState Street SPDR S&P 500 ETF · $819B

+23.7%3 years · per year$18,908 · $18,174+22.0%

+12.4%5 years · per year$17,915 · $17,099+11.3%

0.00%Expense ratio$0 · $9 on $10k · lower wins0.09%

2.27%12-mo yield$227 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

4–2BKLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKLC · SPY

7.5%AAPL7.7%

6.9%NVDA7.3%

6.1%MSFT6.2%

3.8%AMZN3.9%

Held in common95.6%

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%	$6.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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%	$6.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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 SPY

BKLC

BNY Mellon US Large Cap Core Equity

$17,915

SPY

SPDR S&P 500

$17,099

MeasureBKLCSPY

Fee0.00%0.09%

Cost on $10k a year$0$9

Yield2.27%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+23.7%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

4–2measures won
BKLC first

95.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BKLC, SPY

Today

95.6%most shared, BKLC and SPY

BKLCSPY

BKLC—95.6%

SPY95.6%—

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

SPY$103 − $9 = $94

KeptFee

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