BKCG vs IVV
BNY Mellon Concentrated Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BKCG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $124M | $907.0B | |
| Dividend Yield | 0.60% | 1.10% | |
| Holdings | 30 | 508 | |
| YTD Return | +7.17% | +12.28% | |
| 1Y Return | +13.29% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 13.3% | 15.1% | |
| Max Drawdown | -12.1% | -56.5% | |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2025 | May 15, 2000 |
BKCG vs IVV Performance
BNY Mellon Concentrated Growth ETF (BKCG) is a ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BKCG returned +13.29% while IVV returned +20.94%. Year to date, BKCG is up 7.17% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.3% for BKCG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.1% for BKCG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BKCG charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BKCG currently yields 0.60% against 1.10% for IVV.
Holdings Overlap
BKCG and IVV share 21 holdings out of 513 unique holdings combined, representing a 35.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKCG or IVV?
BKCG has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, BKCG or IVV?
Over the past year BKCG returned +13.29% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BKCG annualized +18.85% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BKCG or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.3% for BKCG. Worst drawdown: BKCG -12.1% vs IVV -56.5%.
Should I hold both BKCG and IVV?
BKCG and IVV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BKCG and IVV?
BKCG and IVV share 21 common holdings with a 35.2% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, BKCG or IVV?
BKCG yields 0.60% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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