BKLC vs DSI
Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and ISHARES ESG MSCI KLD 400 ETF (DSI, ETF).
5-Year PerformanceBKLC has outperformed DSI, delivering a return of +13.4% compared to +12.5%
BKLC vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLC
$5.40B
DSI
$5.40B
Expense Ratio
BKLC
N/A
DSI
0.25%
Max Drawdown
Winner
BKLC
27.20%
DSI
55.08%
Sharpe Ratio
Winner
BKLC
1.32
DSI
1.21
5Y Beta
Winner
BKLC
0.98
DSI
1.02
P/E Ratio
Winner
BKLC
29.08
DSI
29.75
Forward P/E
Winner
BKLC
21.15
DSI
22.19
PEG Ratio
BKLC
N/A
DSI
0.27
5Y Dividends CAGR
Winner
BKLC
11.61%
DSI
8.24%
5Y EPS CAGR
BKLC
28.47%
Winner
DSI
28.74%
Debt to Equity
BKLC
42.13%
Winner
DSI
19.63%
P/S Ratio
Winner
BKLC
3.76
DSI
3.77
P/B Ratio
Winner
BKLC
5.69
DSI
6.25
BKLC vs DSI - Holdings Comparison
BKLC and DSI have 228 common holdings. Overlap is 42.05%
BKLC's top 25 holdings weight is 48.43%. DSI's top 25 holdings weight is 58.12%.
| Rank | BKLC | DSI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.35% | NVIDIA CORP (NVDA) - 13.14% |
| #2 | APPLE INC (AAPL) - 6.90% | MICROSOFT CORP (MSFT) - 7.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.33% | ALPHABET INC CLASS A (GOOGL) - 6.06% |
| #4 | AMAZON.COM INC (AMZN) - 3.60% | ALPHABET INC CLASS C (GOOG) - 4.76% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.24% | TESLA INC (TSLA) - 3.45% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.80% | ADVANCED MICRO DEVICES INC (AMD) - 2.54% |
| #7 | BROADCOM INC (AVGO) - 2.78% | VISA INC CLASS A (V) - 1.70% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.03% | INTEL CORP (INTC) - 1.61% |
| #9 | TESLA INC (TSLA) - 2.03% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.65% | LAM RESEARCH CORP (LRCX) - 1.41% |
| #11 | ELI LILLY AND CO (LLY) - 1.58% | CATERPILLAR INC (CAT) - 1.33% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.37% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | ABBVIE INC (ABBV) - 1.28% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06% | MASTERCARD INC CLASS A (MA) - 1.23% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.98% | THE HOME DEPOT INC (HD) - 1.01% |
| #16 | EXXON MOBIL CORP (XOM) - 0.91% | PROCTER & GAMBLE CO (PG) - 0.99% |
| #17 | VISA INC CLASS A (V) - 0.90% | COCA-COLA CO (KO) - 0.91% |
| #18 | WALMART INC (WMT) - 0.76% | MERCK & CO INC (MRK) - 0.89% |
| #19 | INTEL CORP (INTC) - 0.75% | PALO ALTO NETWORKS INC (PANW) - 0.82% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.70% | TEXAS INSTRUMENTS INC (TXN) - 0.78% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.77% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.29% | MORGAN STANLEY (MS) - 0.72% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.28% | ORACLE CORP (ORCL) - 0.71% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 0.28% | LINDE PLC (LIN) - 0.71% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.28% | MARVELL TECHNOLOGY INC (MRVL) - 0.67% |
| Total Holdings | 470 | 406 |
BKLC vs DSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLC
+0.34%
DSI
-0.51%
3M
BKLC
+7.42%
Winner
DSI
+7.78%
6M
Winner
BKLC
+9.19%
DSI
+8.57%
1Y
Winner
BKLC
+21.54%
DSI
+21.03%
5Y(CAGR)
Winner
BKLC
+13.44%
DSI
+12.45%
10Y(CAGR)
BKLC
N/A
DSI
+14.97%
Max(CAGR)
Winner
BKLC
+19.07%
DSI
+10.67%
BKLC vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BKLC | DSI |
|---|---|---|
| 2026 | +10.45% | +10.25% |
| 2025 | +18.27% | +18.27% |
| 2024 | +26.40% | +23.16% |
| 2023 | +31.33% | +28.81% |
| 2022 | -21.04% | -22.06% |
| 2021 | +29.05% | +33.05% |
| 2020 | +37.37% | +19.83% |
| 2019 | N/A | +31.24% |
| 2018 | N/A | -4.65% |
| 2017 | N/A | +19.92% |
| 2016 | N/A | +12.30% |
| 2015 | N/A | +0.37% |
| 2014 | N/A | +13.49% |
| 2013 | N/A | +32.39% |
| 2012 | N/A | +11.24% |
| 2011 | N/A | +0.54% |
| 2010 | N/A | +9.95% |
| 2009 | N/A | +27.31% |
| 2008 | N/A | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
BKLC vs DSI Drawdown Comparison
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The current BKLC drawdown is -0.97%. The current DSI drawdown is -1.86%.
| Rank | BKLC | DSI |
|---|---|---|
| #1 | -26.15% Dec 27, 2021 - Dec 12, 2023 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -19.05% Feb 19, 2025 - Jun 26, 2025 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -10.03% Sep 2, 2020 - Nov 24, 2020 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -9.10% Jan 28, 2026 - Apr 15, 2026 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -8.42% Jul 16, 2024 - Sep 19, 2024 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -6.15% Jun 8, 2020 - Jul 10, 2020 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -5.59% Sep 3, 2021 - Oct 21, 2021 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -5.38% Mar 27, 2024 - May 14, 2024 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -5.32% Feb 16, 2021 - Mar 31, 2021 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -5.31% Oct 29, 2025 - Dec 11, 2025 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -4.58% Jun 2, 2026 - Jun 10, 2026 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -4.56% Apr 17, 2020 - Apr 27, 2020 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -4.37% Dec 6, 2024 - Jan 22, 2025 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -4.12% Nov 18, 2021 - Dec 23, 2021 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -4.08% May 7, 2021 - Jun 10, 2021 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between BKLC and DSI is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2006 - 2026)
BKLC vs DSI dividend yield comparison.
| Year | BKLC | DSI |
|---|---|---|
| 2026 | 0.56% | 0.42% |
| 2025 | 1.05% | 0.92% |
| 2024 | 1.22% | 1.03% |
| 2023 | 1.35% | 1.19% |
| 2022 | 1.64% | 1.39% |
| 2021 | 1.10% | 0.99% |
| 2020 | 0.84% | 1.22% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.51% |
| 2015 | 0.00% | 1.46% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.47% |
| 2010 | 0.00% | 1.33% |
| 2009 | 0.00% | 1.35% |
| 2008 | 0.00% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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