BKCG vs VTI

BKCG vs VTI

Which is better, BKCG or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBKCGVTI
Expense Ratio0.50%0.03%Best
AUM$120M$666.9B
Dividend Yield0.59%1.03%
Holdings303,543
YTD Return+6.20%+11.65%Best
1Y Return+11.06%+17.34%Best
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+11.72%
Volatility (annualized)13.1%12.0%Best
Max Drawdown-12.1%Best-12.3%
$10,000 over 1.4 years$12,503$13,641Best
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 31, 2025May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Mar 31, 2025 to Sep 10, 2026 (1.4 years).

BKCG vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

BKCG vs VTI Performance

BNY Mellon Concentrated Growth ETF (BKCG) is an ETF from BNY Mellon Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BKCG returned +11.06% while VTI returned +17.34%. Year to date, BKCG is up 6.20% versus a gain of 11.65% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKCG has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 12.0% for VTI. 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 -12.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. 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 VTI 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 0.59% against 1.03% for VTI.

Holdings Overlap

BKCG already in VTI87.7%

At least 87.7% of BKCG's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of BKCG is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 48 days apart, BKCG as of Aug 17, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

24 positions in common, counted across the 28 positions we hold weights for in BKCG and 2,787 in VTI, against full books of 30 and 3,543.

Top Shared Holdings

StockWeight in BKCGWeight in VTIDifference
NVDANvidia Corp.10.45%6.32%4.13%
AAPLApple, Inc4.94%5.84%0.90%
AMZNAmazon.Com Inc7.53%3.17%4.36%
MSFTMicrosoft Corp 4.100 Feb 06 376.54%3.81%2.73%
GOOGAlphabet Inc7.14%2.27%4.87%
AVGOBroadcom Inc2.77%2.46%0.31%
LLYEli Lilly & Co.3.43%1.40%2.03%
MAMastercard Inc3.90%0.56%3.34%
VVisa Inc3.21%0.77%2.44%
AMDAdvanced Micro Devices Inc.2.49%1.30%1.19%

87.7% of BKCG is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BKCGVTI

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Frequently Asked Questions

Which is cheaper, BKCG or VTI?

BKCG has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, BKCG or VTI?

Over the past year BKCG returned +11.06% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BKCG annualized +17.30% vs +24.83% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKCG or VTI?

BKCG has been the more volatile fund at 13.1% annualized versus 12.0% for VTI. Worst drawdown: BKCG -12.1% vs VTI -12.3%.

Should I hold both BKCG and VTI?

BKCG and VTI have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BKCG and VTI?

At least 87.7% of BKCG's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 24 positions in common, counted across the 28 positions we hold weights for in BKCG and 2,787 in VTI.

Which pays a higher dividend, BKCG or VTI?

BKCG yields 0.59% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than BKCG?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.