BKLC vs SCHK
Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
5-Year PerformanceBKLC has outperformed SCHK, delivering a return of +14.7% compared to +13.6%
BKLC vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLC
$5.30B
SCHK
$5.30B
Expense Ratio
BKLC
N/A
SCHK
0.03%
Max Drawdown
Winner
BKLC
27.20%
SCHK
34.80%
Sharpe Ratio
Winner
BKLC
2.00
SCHK
1.95
5Y Beta
Winner
BKLC
0.98
SCHK
0.99
P/E Ratio
BKLC
28.97
Winner
SCHK
28.55
Forward P/E
BKLC
21.92
Winner
SCHK
21.36
5Y Dividends CAGR
Winner
BKLC
17.31%
SCHK
4.88%
5Y EPS CAGR
Winner
BKLC
25.30%
SCHK
25.23%
Debt to Equity
BKLC
25.27%
Winner
SCHK
23.20%
P/S Ratio
BKLC
3.70
Winner
SCHK
3.37
P/B Ratio
BKLC
5.59
Winner
SCHK
5.14
BKLC vs SCHK - Holdings Comparison
BKLC and SCHK have 492 common holdings. Overlap is 91.90%
BKLC's top 25 holdings weight is 50.80%. SCHK's top 25 holdings weight is 47.44%.
| Rank | BKLC | SCHK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.35% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 6.55% | APPLE INC (AAPL) - 6.00% |
| #3 | MICROSOFT CORP (MSFT) - 4.83% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | AMAZON.COM INC (AMZN) - 3.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | ALPHABET INC CLASS A (GOOGL) - 3.07% |
| #6 | BROADCOM INC (AVGO) - 3.18% | BROADCOM INC (AVGO) - 2.86% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.10% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.10% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #9 | TESLA INC (TSLA) - 1.81% | TESLA INC (TSLA) - 1.60% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #11 | ELI LILLY AND CO (LLY) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.15% | ELI LILLY AND CO (LLY) - 1.04% |
| #13 | EXXON MOBIL CORP (XOM) - 1.05% | EXXON MOBIL CORP (XOM) - 0.95% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.02% | MICRON TECHNOLOGY INC (MU) - 0.86% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | WALMART INC (WMT) - 0.84% |
| #16 | WALMART INC (WMT) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.87% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #18 | VISA INC CLASS A (V) - 0.87% | VISA INC CLASS A (V) - 0.78% |
| #19 | INTEL CORP (INTC) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.72% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #21 | CATERPILLAR INC (CAT) - 0.68% | INTEL CORP (INTC) - 0.60% |
| #22 | NETFLIX INC (NFLX) - 0.64% | NETFLIX INC (NFLX) - 0.59% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.63% | CATERPILLAR INC (CAT) - 0.57% |
| #24 | CISCO SYSTEMS INC (CSCO) - 0.59% | ABBVIE INC (ABBV) - 0.53% |
| #25 | CHEVRON CORP (CVX) - 0.58% | CHEVRON CORP (CVX) - 0.53% |
| Total Holdings | 508 | 948 |
BKLC vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLC
+7.52%
SCHK
+7.26%
3M
Winner
BKLC
+8.83%
SCHK
+8.38%
6M
BKLC
+8.28%
Winner
SCHK
+8.41%
1Y
Winner
BKLC
+28.10%
SCHK
+27.53%
5Y(CAGR)
Winner
BKLC
+14.72%
SCHK
+13.59%
10Y(CAGR)
BKLC
N/A
SCHK
+14.59%
Max(CAGR)
Winner
BKLC
+19.26%
SCHK
+14.59%
BKLC vs SCHK - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BKLC | SCHK |
|---|---|---|
| 2026 | +8.09% | +8.12% |
| 2025 | +18.27% | +17.48% |
| 2024 | +26.40% | +25.29% |
| 2023 | +31.33% | +27.16% |
| 2022 | -21.04% | -19.88% |
| 2021 | +29.05% | +27.95% |
| 2020 | +37.37% | +19.71% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.78% |
| 2017 | N/A | +5.07% |
BKLC vs SCHK Drawdown Comparison
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current BKLC drawdown is -0.22%. The current SCHK drawdown is -0.25%.
| Rank | BKLC | SCHK |
|---|---|---|
| #1 | -26.15% Dec 27, 2021 - Dec 12, 2023 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -19.05% Feb 19, 2025 - Jun 26, 2025 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -10.03% Sep 2, 2020 - Nov 24, 2020 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -9.10% Jan 28, 2026 - Apr 15, 2026 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -8.42% Jul 16, 2024 - Sep 19, 2024 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -6.15% Jun 8, 2020 - Jul 10, 2020 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -5.59% Sep 3, 2021 - Oct 21, 2021 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -5.38% Mar 27, 2024 - May 14, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -5.32% Feb 16, 2021 - Mar 31, 2021 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -5.31% Oct 29, 2025 - Dec 11, 2025 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -4.56% Apr 17, 2020 - Apr 27, 2020 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -4.37% Dec 6, 2024 - Jan 22, 2025 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -4.12% Nov 18, 2021 - Dec 23, 2021 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -4.08% May 7, 2021 - Jun 10, 2021 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -3.64% May 11, 2020 - May 18, 2020 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between BKLC and SCHK is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2017 - 2026)
BKLC vs SCHK dividend yield comparison.
| Year | BKLC | SCHK |
|---|---|---|
| 2026 | 0.30% | 0.25% |
| 2025 | 1.05% | 1.09% |
| 2024 | 1.22% | 1.20% |
| 2023 | 1.35% | 1.38% |
| 2022 | 1.64% | 1.57% |
| 2021 | 1.10% | 1.17% |
| 2020 | 0.84% | 1.58% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 0.31% |
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