BKLG vs SPY

BKLG vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBKLGSPYWinner
Expense Ratio0.10%0.09%
AUM$13M$821.1B
Dividend Yield0.00%1.01%
Holdings327505
YTD Return+3.65%+12.22%
1Y Return-+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)-15.3%
Max Drawdown-5.7%-56.5%
Fund FamilyBNY Mellon Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionJun 22, 2026Jan 22, 1993

BKLG vs SPY Performance

BNY Mellon US Large Cap Equity Growth ETF (BKLG) is a ETF from BNY Mellon Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BKLG is up 3.65% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.7% for BKLG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKLG charges 0.10% per year while SPY charges 0.09%. On a $10,000 position that is $10 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, BKLG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

73.3%overlap

BKLG and SPY share 260 holdings out of 571 unique holdings combined, representing a 73.3% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in BKLGWeight in SPYDifference
NVDA10.36%7.71%2.65%
AAPL10.88%6.83%4.05%
MSFT6.44%5.50%0.94%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, BKLG or SPY?

BKLG has an expense ratio of 0.10% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

What is the holdings overlap between BKLG and SPY?

BKLG and SPY share 260 common holdings with a 73.3% weight overlap. Combined, they hold 571 unique securities.

Which pays a higher dividend, BKLG or SPY?

BKLG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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