BCPL vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBCPLSPYWinner
Expense Ratio0.40%0.09%
AUM$298M$789.1B
Dividend Yield1.56%1.01%
Holdings281505
YTD Return-0.26%+13.50%
1Y Return-+23.56%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+13.46%
Volatility (annualized)-15.3%
Max Drawdown-3.0%-56.5%
Fund FamilyBNY Mellon Investment ManagementState Street Investment Management
CategoryFixed IncomeEquity
InceptionJan 12, 2026Jan 22, 1993

BCPL vs SPY Performance

BNY Mellon Core Plus ETF (BCPL) 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, BCPL is down 0.26% versus a gain of 13.50% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for BCPL 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

BCPL charges 0.40% per year while SPY charges 0.09%. On a $10,000 position that is $40 vs $9 annually, a gap of $31 per year that compounds over a long holding period. On income, BCPL currently yields 1.56% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BCPL and SPY share 0 holdings out of 635 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BCPL or SPY?

BCPL has an expense ratio of 0.40% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between BCPL and SPY?

BCPL and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, BCPL or SPY?

BCPL yields 1.56% while SPY yields 1.01%, so BCPL currently pays the higher dividend yield.

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