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IVV vs BKLC

iShares Core S&P 500 ETF vs BNY Mellon US Large Cap Core Equity ETF

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

BKLC

BNY Mellon US Large Cap Core Equity ETF

BNY Mellon

Annual cost

0.00%

Fund size

$5.3B

Key differences

  • IVV is significantly larger than BKLC — larger funds tend to be more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVVBKLC
Annual cost (TER)0.03%0.00%
Fund size (AUM)$797.5B$5.3B
Since20002020
Dividend yield1.12%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+29.3%
CAGR 3Y+23.2%+24.1%
CAGR 5Y+14.0%+14.4%
Sharpe 3Y1.251.28
Volatility 1Y11.96%12.26%
Max drawdown-33.90%-26.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVV and BKLC