BKCG vs. VUG

Last updated Aug 2, 2026

BKCG (BNY Mellon Concentrated Growth ETF) and VUG (Vanguard Growth ETF) are both Large Cap Growth Equities funds. BKCG is actively managed, while VUG is passively managed. Over the past year, BKCG returned 13.13% vs 15.36% for VUG. Their correlation of 0.90 means they have usually moved in the same direction. BKCG charges 0.50%/yr vs 0.03%/yr for VUG.

Performance

BKCG vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Concentrated Growth ETF (BKCG) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BKCG achieves a 6.03% return, which is significantly higher than VUG's 5.02% return.

BKCG

• 1D: 1.88%
• 1M: 2.24%
• 6M: 4.12%
• YTD: 6.03%
• 1Y: 13.13%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.01%

VUG

• 1D: 1.10%
• 1M: -0.35%
• 6M: 6.39%
• YTD: 5.02%
• 1Y: 15.36%
• 3Y*: 21.19%
• 5Y*: 12.16%
• 10Y*: 17.38%
• ALL TIME*: 12.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BKCG BNY Mellon Concentrated Growth ETF	$101.82K	$84.42K	$71.56K
VUG Vanguard Growth ETF	$556.11M	$661.72M	$650.91M

BKCG vs. VUG - Yearly Performance Comparison

	2026 (YTD)	2025
BKCG BNY Mellon Concentrated Growth ETF	6.03%	20.29%
VUG Vanguard Growth ETF	5.02%	32.13%

Correlation

The correlation between BKCG and VUG is 0.90, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.90
Correlation (All Time) Calculated using the full available price history since Mar 31, 2025	0.90

The correlation between BKCG and VUG has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

BKCG vs. VUG - Sectors Allocation Comparison

Sectors	BKCG	VUG
Technology	33.5%	56.2%
Financial Services	19.4%	3.8%
Communication Services	10.8%	15.4%
Consumer Cyclical	10.2%	11.5%
Healthcare	6.9%	4.7%
Industrials	5.5%	5.3%
Consumer Defensive	3.3%	1.4%
Basic Materials	-	0.5%
Energy	-	0.3%
Real Estate	-	1.0%
Utilities	-	0.7%

Return for Risk

BKCG vs. VUG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BKCG

BKCG Risk / Return Rank: 32
BKCG Sharpe Ratio Rank: 33
BKCG Sortino Ratio Rank: 32
BKCG Omega Ratio Rank: 30
BKCG Calmar Ratio Rank: 29
BKCG Martin Ratio Rank: 36

VUG

VUG Risk / Return Rank: 28
VUG Sharpe Ratio Rank: 30
VUG Sortino Ratio Rank: 29
VUG Omega Ratio Rank: 28
VUG Calmar Ratio Rank: 25
VUG Martin Ratio Rank: 29

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BKCG vs. VUG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Concentrated Growth ETF (BKCG) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BKCG	VUG	Difference
Sharpe ratio: Return per unit of total volatility	0.81	0.72	+0.08
Sortino ratio: Return per unit of downside risk	1.19	1.10	+0.09
Omega ratio: Gain probability vs. loss probability	1.15	1.13	+0.01
Calmar ratio: Return relative to maximum drawdown	0.94	0.78	+0.17
Martin ratio: Return relative to average drawdown	3.58	2.47	+1.11

BKCG vs. VUG - Sharpe Ratio Comparison

The current BKCG Sharpe Ratio is 0.81, which is comparable to the VUG Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of BKCG and VUG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BKCG vs. VUG - Drawdown Comparison

The maximum BKCG drawdown since its inception was -12.12%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BKCG and VUG.

Drawdown Indicators

	BKCG	VUG	Difference
Max Drawdown Largest peak-to-trough decline	-12.12%	-50.68%	+38.56%
Max Drawdown (1Y) Largest decline over 1 year	-12.12%	-16.53%	+4.41%
Max Drawdown (3Y) Largest decline over 3 years	—	-22.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.61%	—
Current Drawdown Current decline from peak	-0.20%	-5.53%	+5.33%
Average Drawdown Average peak-to-trough decline	-2.06%	-7.08%	+5.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.20%	5.20%	-2.00%

Volatility

BKCG vs. VUG - Volatility Comparison

The current volatility for BNY Mellon Concentrated Growth ETF (BKCG) is 4.02%, while Vanguard Growth ETF (VUG) has a volatility of 5.58%. This indicates that BKCG experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKCG	VUG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.02%	5.58%	-1.56%
Volatility (6M) Calculated over the trailing 6-month period	11.39%	14.24%	-2.85%
Volatility (1Y) Calculated over the trailing 1-year period	14.17%	17.74%	-3.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.85%	22.49%	-4.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.85%	21.55%	-3.70%

BKCG vs. VUG - Expense Ratio Comparison

BKCG has a 0.50% expense ratio, which is higher than VUG's 0.03% expense ratio.

Dividends

BKCG vs. VUG - Dividend Comparison

BKCG's dividend yield for the trailing twelve months is around 0.60%, more than VUG's 0.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKCG BNY Mellon Concentrated Growth ETF	0.60%	0.45%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VUG Vanguard Growth ETF	0.40%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%

Frequently Asked Questions

Can I hold both BKCG and VUG in my portfolio?

BKCG and VUG have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BKCG or VUG?

VUG has higher volatility (5.58%) compared to BKCG (4.02%). In terms of maximum drawdown, BKCG dropped -12.12% vs VUG's -50.68%.

Which ETF is better, BKCG or VUG?

On 1-year performance, VUG leads with 15.36% vs 13.13% for BKCG. On fees, VUG is cheaper at 0.03% per year. On volatility, BKCG has been the lower-risk option at 4.02%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BKCG or VUG?

Over the 1-year period, VUG has performed better with a 15.36% return vs 13.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BKCG or VUG?

VUG is cheaper with a 0.03% expense ratio, compared with 0.50% for BKCG.

Which ETF pays a higher dividend yield, BKCG or VUG?

BKCG has the higher dividend yield at 0.60%, compared with 0.40% for VUG.

What is the main difference between BKCG and VUG?

They also come from different issuers: BNY Mellon and Vanguard. Their fees differ too: 0.50% for BKCG and 0.03% for VUG.

Which has better risk-adjusted returns?

BKCG currently has the higher Sharpe Ratio (0.81 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.