BKLC vs CWB

Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

5-Year PerformanceBKLC has outperformed CWB, delivering a return of +13.3% compared to +6.3%

BKLC vs CWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKLC(ETF)	CWB(ETF)
Net Assets	$5.50B	$5.60B
Expense Ratio	N/A	0.40%
Max Drawdown	27.20%	32.16%
Sharpe Ratio	1.26	1.14
5Y Beta	0.98	0.67
P/E Ratio	26.04	N/A
Forward P/E	20.68	N/A
5Y Dividends CAGR	11.61%	-4.11%
5Y EPS CAGR	28.91%	N/A
Debt to Equity	49.56%	N/A
P/S Ratio	3.79	N/A
P/B Ratio	5.71	N/A

Net Assets

BKLC

$5.50B

Winner

CWB

$5.60B

Expense Ratio

BKLC

N/A

CWB

0.40%

Max Drawdown

Winner

BKLC

27.20%

CWB

32.16%

Sharpe Ratio

Winner

BKLC

1.26

CWB

1.14

5Y Beta

BKLC

0.98

Winner

CWB

0.67

P/E Ratio

BKLC

26.04

CWB

N/A

Forward P/E

BKLC

20.68

CWB

N/A

5Y Dividends CAGR

Winner

BKLC

11.61%

CWB

-4.11%

5Y EPS CAGR

BKLC

28.91%

CWB

N/A

Debt to Equity

BKLC

49.56%

CWB

N/A

P/S Ratio

BKLC

3.79

CWB

N/A

P/B Ratio

BKLC

5.71

CWB

N/A

BKLC vs CWB - Historical Returns

Returns include dividend reinvestment.

Period	BKLC	CWB
1 month	+2.41%	+0.20%
3 months	+3.49%	-1.17%
6 months	+12.05%	+10.46%
1 year	+21.88%	+24.41%
5 years(CAGR)	+13.28%	+6.27%
10 years(CAGR)	N/A	+11.67%
Max(CAGR)	+19.13%	+11.57%

Winner

BKLC

+2.41%

CWB

+0.20%

Winner

BKLC

+3.49%

CWB

-1.17%

Winner

BKLC

+12.05%

CWB

+10.46%

BKLC

+21.88%

Winner

CWB

+24.41%

5Y(CAGR)

Winner

BKLC

+13.28%

CWB

+6.27%

10Y(CAGR)

BKLC

N/A

CWB

+11.67%

Max(CAGR)

Winner

BKLC

+19.13%

CWB

+11.57%

BKLC vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BKLC	CWB
2026	+12.70%	+15.56%
2025	+18.27%	+16.44%
2024	+26.40%	+10.97%
2023	+31.33%	+14.90%
2022	-21.04%	-20.52%
2021	+29.05%	+2.71%
2020	+37.37%	+52.07%
2019	N/A	+22.44%
2018	N/A	-3.35%
2017	N/A	+15.84%
2016	N/A	+11.56%
2015	N/A	-0.87%
2014	N/A	+8.01%
2013	N/A	+19.29%
2012	N/A	+14.23%
2011	N/A	-7.95%
2010	N/A	+12.77%
2009	N/A	+29.61%

BKLC vs CWB Drawdown Comparison

The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current BKLC drawdown is -1.59%. The current CWB drawdown is -6.09%.

Rank	BKLC	CWB
#1	-26.15% Dec 27, 2021 - Dec 12, 2023	-32.06% Feb 19, 2020 - Jun 8, 2020
#2	-19.05% Feb 19, 2025 - Jun 26, 2025	-29.86% Feb 12, 2021 - Jul 16, 2025
#3	-10.03% Sep 2, 2020 - Nov 24, 2020	-17.09% May 2, 2011 - Oct 18, 2012
#4	-9.10% Jan 28, 2026 - Apr 15, 2026	-15.95% Jun 1, 2015 - Jul 22, 2016
#5	-8.42% Jul 16, 2024 - Sep 19, 2024	-13.79% Jun 20, 2018 - Feb 25, 2019
#6	-6.15% Jun 8, 2020 - Jul 10, 2020	-11.08% Jun 2, 2026 - Jul 29, 2026
#7	-5.59% Sep 3, 2021 - Oct 21, 2021	-10.76% Apr 26, 2010 - Oct 5, 2010
#8	-5.38% Mar 27, 2024 - May 14, 2024	-9.06% Sep 5, 2014 - Mar 20, 2015
#9	-5.32% Feb 16, 2021 - Mar 31, 2021	-7.61% Sep 1, 2020 - Oct 9, 2020
#10	-5.31% Oct 29, 2025 - Dec 11, 2025	-7.58% Jan 19, 2010 - Mar 8, 2010
#11	-4.58% Jun 2, 2026 - Aug 4, 2026	-7.52% Oct 29, 2025 - Jan 13, 2026
#12	-4.56% Apr 17, 2020 - Apr 27, 2020	-7.36% Jan 26, 2018 - Mar 12, 2018
#13	-4.37% Dec 6, 2024 - Jan 22, 2025	-6.76% Jan 28, 2026 - Apr 8, 2026
#14	-4.12% Nov 18, 2021 - Dec 23, 2021	-6.52% May 21, 2013 - Jul 22, 2013
#15	-4.08% May 7, 2021 - Jun 10, 2021	-6.24% May 3, 2019 - Jul 12, 2019

Correlation

Correlation between BKLC and CWB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2009 - 2026)

BKLC vs CWB dividend yield comparison.

Year	BKLC	CWB
2026	0.54%	0.88%
2025	1.06%	1.69%
2024	1.22%	1.85%
2023	1.35%	1.97%
2022	1.64%	2.21%
2021	1.10%	1.97%
2020	0.84%	2.34%
2019	0.00%	3.03%
2018	0.00%	6.17%
2017	0.00%	4.25%
2016	0.00%	4.60%
2015	0.00%	7.52%
2014	0.00%	7.37%
2013	0.00%	3.66%
2012	0.00%	3.84%
2011	0.00%	4.97%
2010	0.00%	4.59%
2009	0.00%	3.88%