BKCI vs STOX
Comparison between BNY MELLON CONCENTRATED INTERNATIONAL ETF (BKCI, ETF) and HORIZON CORE EQUITY ETF (STOX, ETF).
BKCI vs STOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKCI
$132M
STOX
$132M
Expense Ratio
Winner
BKCI
0.65%
STOX
0.70%
Max Drawdown
BKCI
31.03%
Winner
STOX
9.33%
Sharpe Ratio
BKCI
0.13
Winner
STOX
1.39
5Y Beta
Winner
BKCI
0.70
STOX
1.01
P/E Ratio
BKCI
N/A
STOX
26.43
Forward P/E
BKCI
N/A
STOX
21.64
PEG Ratio
BKCI
N/A
STOX
0.52
5Y EPS CAGR
BKCI
N/A
STOX
26.53%
Debt to Equity
BKCI
N/A
STOX
-0.48%
P/S Ratio
BKCI
N/A
STOX
3.44
P/B Ratio
BKCI
N/A
STOX
5.53
BKCI vs STOX - Holdings Comparison
BKCI and STOX have 1 common holdings. Overlap is -0.23%
BKCI's top 25 holdings weight is 93.38%. STOX's top 25 holdings weight is 56.09%.
| Rank | BKCI | STOX |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.89% | NVIDIA CORP (NVDA) - 6.65% |
| #2 | ASML HOLDING NV (n/a) - 6.32% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.63% |
| #3 | AIA GROUP LTD (n/a) - 5.14% | APPLE INC (AAPL) - 5.94% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 5.08% | ALPHABET INC CLASS A (GOOGL) - 5.68% |
| #5 | ALIMENTATION COUCHE-TARD INC (ANCTF) - 4.31% | MICROSOFT CORP (MSFT) - 4.78% |
| #6 | COMPASS GROUP PLC (n/a) - 4.20% | BROADCOM INC (AVGO) - 3.25% |
| #7 | AIR LIQUIDE SA (n/a) - 4.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.58% |
| #8 | AMADEUS IT GROUP SA (n/a) - 4.05% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.03% | AMAZON.COM INC (AMZN) - 1.99% |
| #10 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.92% | ELI LILLY AND CO (LLY) - 1.72% |
| #11 | MERCK KGAA (n/a) - 3.70% | EXXON MOBIL CORP (XOM) - 1.45% |
| #12 | HOYA CORP (n/a) - 3.65% | JOHNSON & JOHNSON (JNJ) - 1.40% |
| #13 | SGS AG (n/a) - 3.40% | WALMART INC (WMT) - 1.27% |
| #14 | KEYENCE CORP (n/a) - 3.39% | MICRON TECHNOLOGY INC (MU) - 1.17% |
| #15 | L'OREAL SA (n/a) - 3.34% | COSTCO WHOLESALE CORP (COST) - 1.09% |
| #16 | DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT MONEY M (n/a) - 3.04% | MASTERCARD INC CLASS A (MA) - 1.06% |
| #17 | SAP SE (n/a) - 3.01% | ADVANCED MICRO DEVICES INC (AMD) - 0.91% |
| #18 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 2.94% | CHEVRON CORP (CVX) - 0.89% |
| #19 | ALCON INC (ALC) - 2.93% | TJX COMPANIES INC (TJX) - 0.85% |
| #20 | LONZA GROUP LTD (n/a) - 2.93% | THE HOME DEPOT INC (HD) - 0.84% |
| #21 | SIKA AG (n/a) - 2.86% | MCDONALD'S CORP (MCD) - 0.82% |
| #22 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.77% | PROCTER & GAMBLE CO (PG) - 0.79% |
| #23 | EXPERIAN PLC (n/a) - 2.51% | COCA-COLA CO (KO) - 0.78% |
| #24 | UNIVERSAL MUSIC GROUP NV (n/a) - 2.50% | MERCK & CO INC (MRK) - 0.77% |
| #25 | COLOPLAST AS CLASS B (n/a) - 2.39% | JPMORGAN CHASE & CO (JPM) - 0.74% |
| Total Holdings | 33 | 167 |
BKCI vs STOX - Historical Returns
Returns include dividend reinvestment.
1M
BKCI
+1.17%
Winner
STOX
+1.85%
3M
BKCI
+2.03%
Winner
STOX
+7.21%
6M
BKCI
+3.04%
Winner
STOX
+7.19%
1Y
BKCI
+4.69%
Winner
STOX
+20.97%
5Y(CAGR)
BKCI
+1.15%
STOX
N/A
Max(CAGR)
BKCI
+1.15%
Winner
STOX
+22.40%
BKCI vs STOX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BKCI | STOX |
|---|---|---|
| 2026 | +0.85% | +7.45% |
| 2025 | +10.22% | +12.56% |
| 2024 | -0.79% | N/A |
| 2023 | +17.08% | N/A |
| 2022 | -20.52% | N/A |
| 2021 | +0.38% | N/A |
BKCI vs STOX Drawdown Comparison
The maximum drawdown for BKCI was -31.03%, occurring on Sep 27, 2022. Recovery took 545 trading sessions.
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The current BKCI drawdown is -2.56%. The current STOX drawdown is -2.48%.
| Rank | BKCI | STOX |
|---|---|---|
| #1 | -31.03% Jan 4, 2022 - Mar 7, 2024 | -9.33% Feb 2, 2026 - Apr 15, 2026 |
| #2 | -20.01% Sep 26, 2024 - Jan 12, 2026 | -5.03% Oct 29, 2025 - Dec 10, 2025 |
| #3 | -11.30% Feb 25, 2026 - Mar 27, 2026 | -3.06% Dec 11, 2025 - Dec 23, 2025 |
| #4 | -7.70% Mar 12, 2024 - Jun 5, 2024 | -2.71% Oct 8, 2025 - Oct 20, 2025 |
| #5 | -5.91% Jul 12, 2024 - Aug 21, 2024 | -2.63% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -4.29% Aug 27, 2024 - Sep 26, 2024 | -2.48% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -3.48% Jan 27, 2026 - Feb 25, 2026 | -1.93% Jul 30, 2025 - Aug 6, 2025 |
| #8 | -3.47% Jun 6, 2024 - Jul 12, 2024 | -1.85% May 14, 2026 - May 26, 2026 |
| #9 | -2.99% Dec 8, 2021 - Dec 27, 2021 | -1.52% Aug 14, 2025 - Aug 28, 2025 |
| #10 | -2.98% Jan 12, 2026 - Jan 27, 2026 | -1.35% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -1.53% Mar 7, 2024 - Mar 12, 2024 | -1.30% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.76% Aug 21, 2024 - Aug 23, 2024 | -1.18% Jun 30, 2025 - Jul 17, 2025 |
| #13 | -0.49% Dec 28, 2021 - Jan 4, 2022 | -1.15% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -0.36% Aug 23, 2024 - Aug 27, 2024 | -1.11% Dec 24, 2025 - Jan 6, 2026 |
| #15 | N/A | -0.91% Oct 20, 2025 - Oct 24, 2025 |
Correlation
Correlation between BKCI and STOX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2025)
BKCI vs STOX dividend yield comparison.
| Year | BKCI | STOX |
|---|---|---|
| 2025 | 1.39% | 0.19% |
| 2024 | 0.78% | 0.00% |
| 2023 | 0.73% | 0.00% |
| 2022 | 0.46% | 0.00% |
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