BKMC vs VO

ABKMC

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,927BKMC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income3.24%BKMC · $324 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.4%BKMC and VO

BKMC

BNY Mellon US Mid Cap Core Equity ETF · $634MVanguard Morningstar Mid-Cap ETF · $103B

+18.2%3 years · per year$16,506 · $16,701+18.6%

+6.8%5 years · per year$13,927 · $13,590+6.3%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

3.24%12-mo yield$324 · $139 on $10k1.39%

−9.8%Worst dropSmaller wins−8.2%

15.3%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKMC · VO

0.2%CTVA0.5%

0.5%SNA0.2%

Held in common0.4%

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.24%	+0.7%	+8.8%	+11.8%	+18.2%	+6.8%	−9.8%	$634M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.24%	+0.7%	+8.8%	+11.8%	+18.2%	+6.8%	−9.8%	$634M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

BKMC vs VO

BKMC

BNY Mellon US Mid Cap Core Equity

$13,927

Vanguard Morningstar Mid-Cap

$13,590

MeasureBKMCVO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield3.24%1.39%

5 years, per year+6.8%+6.3%

3 years, per year+18.2%+18.6%

Worst drop · 1Y−9.8%−8.2%

Volatility · 1Y15.3%12.9%

4–2measures won
VO first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: BKMC, VO

Today

0.4%most shared, BKMC and VO

BKMCVO

BKMC—0.4%

VO0.4%—

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

Income After Fees on $10,000

$320most kept, BKMC

BKMC$324 − $4 = $320

VO$139 − $3 = $136

KeptFee

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