BKLG vs SPY

BKLG vs SPY

Which is better, BKLG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 53.3%.

Lower Fees: SPYLess Concentrated: SPY

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

MetricBKLGSPY
Expense Ratio0.10%0.09%Best
AUM$12M$804.7B
Dividend Yield0.00%0.98%
Holdings330505
YTD Return+6.82%+13.51%Best
1Y Return-+18.19%
3Y Return (annualized)-+23.29%
5Y Return (annualized)-+13.21%
Top 10 Weight53.3%37.8%Best
Fund FamilyBNY Mellon Investment ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 22, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BKLG vs SPY 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 SPY Performance

BNY Mellon US Large Cap Equity Growth ETF (BKLG) is an ETF from BNY Mellon Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, BKLG is up 6.82% versus a gain of 13.51% for SPY.

Past performance does not guarantee future results.

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 0.98% for SPY.

Holdings Overlap

BKLG already in SPY96.5%
SPY already in BKLG79.2%

96.5% of BKLG's money is in holdings SPY also owns. 79.2% of SPY's money is in holdings BKLG also owns.

Most of BKLG is already inside SPY. Owning both mostly buys the same companies twice.

262 positions in common, counted across the 322 positions we hold weights for in BKLG and 504 in SPY, against full books of 330 and 505.

What only one of them owns

Our book lists 239 positions for SPY that do not appear in our book for BKLG (20.5% of the fund), and 53 for BKLG that do not appear in SPY (2.8%).

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

StockWeight in BKLGWeight in SPYDifference
NVDANvidia Corp11.07%8.01%3.06%
AAPLApple, Inc9.72%7.26%2.46%
MSFTMicrosoft Corp7.98%5.66%2.32%
AMZNAmazon.Com Inc5.34%3.79%1.55%
GOOGLAlphabet Inc,class A4.24%2.99%1.25%
AVGOBroadcom Inc3.69%2.66%1.03%
GOOGAlphabet Inc3.65%2.39%1.26%
METAMeta Platforms Inc2.69%1.93%0.76%
TSLATesla Inc2.63%1.52%1.11%
MUMicron Technology, Inc.2.32%1.60%0.72%

96.5% of BKLG is already inside SPY.

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

BKLGSPY

Free for up to 10 holdings. No account needed.

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, by $1 a year on a $10,000 investment.

What is the holdings overlap between BKLG and SPY?

96.5% of BKLG's money is in holdings SPY also owns. 79.2% of SPY's is in holdings BKLG also owns. They hold 262 positions in common, counted across the 322 positions we hold weights for in BKLG and 504 in SPY.

Which pays a higher dividend, BKLG or SPY?

BKLG yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than BKLG?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.