BKLC vs IVOO
Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF).
5-Year PerformanceBKLC has outperformed IVOO, delivering a return of +14.7% compared to +8.4%
BKLC vs IVOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLC
$5.30B
Winner
IVOO
$5.40B
Expense Ratio
BKLC
N/A
IVOO
0.07%
Max Drawdown
Winner
BKLC
27.20%
IVOO
42.47%
Sharpe Ratio
Winner
BKLC
2.00
IVOO
1.30
5Y Beta
Winner
BKLC
0.98
IVOO
0.99
P/E Ratio
BKLC
28.97
Winner
IVOO
24.85
Forward P/E
BKLC
21.92
Winner
IVOO
16.57
5Y Dividends CAGR
BKLC
17.31%
Winner
IVOO
17.68%
5Y EPS CAGR
Winner
BKLC
25.30%
IVOO
12.86%
Debt to Equity
Winner
BKLC
25.27%
IVOO
37.55%
P/S Ratio
BKLC
3.70
Winner
IVOO
1.58
P/B Ratio
BKLC
5.59
Winner
IVOO
2.70
BKLC vs IVOO - Holdings Comparison
BKLC and IVOO have 14 common holdings. Overlap is 0.33%
BKLC's top 25 holdings weight is 50.80%. IVOO's top 25 holdings weight is 15.92%.
| Rank | BKLC | IVOO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.35% | TECHNIPFMC PLC (FTI) - 0.87% |
| #2 | APPLE INC (AAPL) - 6.55% | CASEY'S GENERAL STORES INC (CASY) - 0.84% |
| #3 | MICROSOFT CORP (MSFT) - 4.83% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | CURTISS-WRIGHT CORP (CW) - 0.78% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | FLEX LTD (FLEX) - 0.75% |
| #6 | BROADCOM INC (AVGO) - 3.18% | XPO INC (XPO) - 0.71% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.10% | WOODWARD INC (WWD) - 0.66% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.10% | ROYAL GOLD INC (RGLD) - 0.64% |
| #9 | TESLA INC (TSLA) - 1.81% | BURLINGTON STORES INC (BURL) - 0.63% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.35% | US FOODS HOLDING CORP (USFD) - 0.63% |
| #11 | ELI LILLY AND CO (LLY) - 1.34% | ATI INC (ATI) - 0.62% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.15% | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% |
| #13 | EXXON MOBIL CORP (XOM) - 1.05% | MASTEC INC (MTZ) - 0.61% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.02% | TWILIO INC CLASS A (TWLO) - 0.59% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | ILLUMINA INC (ILMN) - 0.59% |
| #16 | WALMART INC (WMT) - 0.90% | NVENT ELECTRIC PLC (NVT) - 0.59% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.87% | EVERPURE INC CLASS A (P) - 0.58% |
| #18 | VISA INC CLASS A (V) - 0.87% | FABRINET (FN) - 0.58% |
| #19 | INTEL CORP (INTC) - 0.77% | BWX TECHNOLOGIES INC (BWXT) - 0.58% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.72% | NEXTPOWER INC CLASS A (NXT) - 0.56% |
| #21 | CATERPILLAR INC (CAT) - 0.68% | ENTEGRIS INC (ENTG) - 0.56% |
| #22 | NETFLIX INC (NFLX) - 0.64% | RB GLOBAL INC (RBA) - 0.55% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.63% | ALCOA CORP (AA) - 0.54% |
| #24 | CISCO SYSTEMS INC (CSCO) - 0.59% | RBC BEARINGS INC (RBC) - 0.53% |
| #25 | CHEVRON CORP (CVX) - 0.58% | TENET HEALTHCARE CORP (THC) - 0.52% |
| Total Holdings | 508 | 404 |
BKLC vs IVOO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLC
+7.52%
IVOO
+2.90%
3M
Winner
BKLC
+8.83%
IVOO
+4.08%
6M
BKLC
+8.28%
Winner
IVOO
+12.63%
1Y
Winner
BKLC
+28.10%
IVOO
+21.77%
5Y(CAGR)
Winner
BKLC
+14.72%
IVOO
+8.44%
10Y(CAGR)
BKLC
N/A
IVOO
+11.31%
Max(CAGR)
Winner
BKLC
+19.26%
IVOO
+12.15%
BKLC vs IVOO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BKLC | IVOO |
|---|---|---|
| 2026 | +8.09% | +9.79% |
| 2025 | +18.27% | +7.63% |
| 2024 | +26.40% | +14.16% |
| 2023 | +31.33% | +16.94% |
| 2022 | -21.04% | -13.44% |
| 2021 | +29.05% | +26.61% |
| 2020 | +37.37% | +13.41% |
| 2019 | N/A | +26.49% |
| 2018 | N/A | -12.13% |
| 2017 | N/A | +15.53% |
| 2016 | N/A | +22.10% |
| 2015 | N/A | -2.14% |
| 2014 | N/A | +10.55% |
| 2013 | N/A | +30.06% |
| 2012 | N/A | +16.54% |
| 2011 | N/A | -3.77% |
| 2010 | N/A | +20.66% |
BKLC vs IVOO Drawdown Comparison
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current BKLC drawdown is -0.22%. The current IVOO drawdown is -1.80%.
| Rank | BKLC | IVOO |
|---|---|---|
| #1 | -26.15% Dec 27, 2021 - Dec 12, 2023 | -42.34% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -19.05% Feb 19, 2025 - Jun 26, 2025 | -26.27% Apr 29, 2011 - Mar 19, 2012 |
| #3 | -10.03% Sep 2, 2020 - Nov 24, 2020 | -24.22% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -9.10% Jan 28, 2026 - Apr 15, 2026 | -23.80% Nov 16, 2021 - Feb 12, 2024 |
| #5 | -8.42% Jul 16, 2024 - Sep 19, 2024 | -23.22% Aug 29, 2018 - Nov 25, 2019 |
| #6 | -6.15% Jun 8, 2020 - Jul 10, 2020 | -19.34% Jun 23, 2015 - Jul 11, 2016 |
| #7 | -5.59% Sep 3, 2021 - Oct 21, 2021 | -11.38% Mar 26, 2012 - Sep 6, 2012 |
| #8 | -5.38% Mar 27, 2024 - May 14, 2024 | -10.54% Jul 1, 2014 - Nov 20, 2014 |
| #9 | -5.32% Feb 16, 2021 - Mar 31, 2021 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -5.31% Oct 29, 2025 - Dec 11, 2025 | -8.81% Mar 2, 2026 - Apr 17, 2026 |
| #11 | -4.56% Apr 17, 2020 - Apr 27, 2020 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -4.37% Dec 6, 2024 - Jan 22, 2025 | -7.62% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -4.12% Nov 18, 2021 - Dec 23, 2021 | -7.19% Mar 28, 2024 - Jul 15, 2024 |
| #14 | -4.08% May 7, 2021 - Jun 10, 2021 | -7.11% May 21, 2013 - Jul 11, 2013 |
| #15 | -3.64% May 11, 2020 - May 18, 2020 | -6.92% May 7, 2021 - Aug 27, 2021 |
Correlation
Correlation between BKLC and IVOO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2010 - 2026)
BKLC vs IVOO dividend yield comparison.
| Year | BKLC | IVOO |
|---|---|---|
| 2026 | 0.30% | 0.28% |
| 2025 | 1.05% | 1.35% |
| 2024 | 1.22% | 1.30% |
| 2023 | 1.35% | 1.25% |
| 2022 | 1.64% | 1.58% |
| 2021 | 1.10% | 1.14% |
| 2020 | 0.84% | 1.23% |
| 2019 | 0.00% | 1.49% |
| 2018 | 0.00% | 1.56% |
| 2017 | 0.00% | 1.22% |
| 2016 | 0.00% | 1.37% |
| 2015 | 0.00% | 1.45% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 0.92% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.81% |
| 2010 | 0.00% | 0.60% |
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