BKLG vs SCHD
BNY Mellon US Large Cap Equity Growth ETF vs Schwab US Dividend Equity ETF
Which is better, BKLG or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 52.8%.
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
| Metric | BKLG | SCHD |
|---|---|---|
| Expense Ratio | 0.10% | 0.06%Best |
| AUM | $12M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 330 | 103 |
| YTD Return | +4.45% | +26.13%Best |
| 1Y Return | - | +30.01% |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Top 10 Weight | 52.8% | 41.5%Best |
| Fund Family | BNY Mellon Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 22, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BKLG vs SCHD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BKLG vs SCHD Performance
BNY Mellon US Large Cap Equity Growth ETF (BKLG) is an ETF from BNY Mellon Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, BKLG is up 4.45% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BKLG charges 0.10% per year while SCHD charges 0.06%. On a $10,000 position that is $10 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, BKLG currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
4.5% of BKLG's money is in holdings SCHD also owns. 64.0% of SCHD's money is in holdings BKLG also owns.
The two portfolios partly overlap.
25 positions in common, counted across the 326 positions we hold weights for in BKLG and 100 in SCHD, against full books of 330 and 103.
What only one of them owns
Our book lists 73 positions for SCHD that do not appear in our book for BKLG (35.7% of the fund), and 291 for BKLG that do not appear in SCHD (95.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BKLG | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.48% | 4.62% | 4.14% |
| ABTAbbott Laboratories | 0.16% | 4.70% | 4.54% |
| HDHome Depot Inc/The | 0.42% | 4.32% | 3.90% |
| KOCoca-cola Co. | 0.42% | 4.20% | 3.78% |
| MRKMerck & Co. Inc. | 0.36% | 4.26% | 3.90% |
| UNHUnitedhealth Group | 0.27% | 4.11% | 3.84% |
| PGProcter & Gamble Company | 0.33% | 3.96% | 3.63% |
| PEPPepsico Inc. | 0.24% | 3.71% | 3.47% |
| TXNTexas Instruments, Inc | 0.29% | 3.53% | 3.24% |
| BMYBristol-Myers Squibb Co. | 0.12% | 3.31% | 3.19% |
64.0% of SCHD is already inside BKLG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKLG or SCHD?
BKLG has an expense ratio of 0.10% while SCHD charges 0.06%. SCHD is the cheaper option, by $4 a year on a $10,000 investment.
What is the holdings overlap between BKLG and SCHD?
64.0% of SCHD's money is in holdings BKLG also owns. 64.0% of SCHD's is in holdings BKLG also owns. They hold 25 positions in common, counted across the 326 positions we hold weights for in BKLG and 100 in SCHD.
Which pays a higher dividend, BKLG or SCHD?
BKLG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BKLG?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 52.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.