BKLC vs SPYM

ABKLC

BSPYM

Measures won4–2BKLC wins · of 6 · 5Y

$10,000 · 5Y$17,925BKLC · SPYM $17,192

Lowest cost0.00%BKLC · $0 on $10k

Most income2.27%BKLC · $227 on $10k

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

Held in common95.6%BKLC and SPYM

BKLC

SPYM

BNY Mellon US Large Cap Core Equity ETF · $6.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.3%3 years · per year$18,749 · $18,082+21.8%

+12.4%5 years · per year$17,925 · $17,192+11.4%

0.00%Expense ratio$0 · $2 on $10k · lower wins0.02%

2.27%12-mo yield$227 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

4–2BKLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKLC · SPYM

7.8%AAPL7.9%

6.6%NVDA6.9%

6.2%MSFT6.3%

3.9%AMZN4.0%

Held in common95.6%

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

Both

5Y2 funds

#			Trend
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 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%	+0.4%	+9.2%	+10.7%	+23.3%	+12.4%	−9.1%	$6.7B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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 SPYM

BKLC

BNY Mellon US Large Cap Core Equity

$17,925

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBKLCSPYM

Fee0.00%0.02%

Cost on $10k a year$0$2

Yield2.27%1.05%

5 years, per year+12.4%+11.4%

3 years, per year+23.3%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

4–2measures won
BKLC first

95.6%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BKLC, SPYM

Today

95.6%most shared, BKLC and SPYM

BKLCSPYM

BKLC—95.6%

SPYM95.6%—

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

SPYM$105 − $2 = $103

KeptFee

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