BKLC vs REET
Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).
5-Year PerformanceBKLC has outperformed REET, delivering a return of +13.7% compared to +3.3%
BKLC vs REET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLC
$4.40B
REET
$4.40B
Expense Ratio
BKLC
N/A
REET
0.14%
Max Drawdown
Winner
BKLC
27.20%
REET
44.61%
Sharpe Ratio
Winner
BKLC
2.05
REET
1.00
5Y Beta
BKLC
0.98
Winner
REET
0.53
P/E Ratio
Winner
BKLC
29.00
REET
33.80
Forward P/E
Winner
BKLC
21.89
REET
40.83
5Y Dividends CAGR
Winner
BKLC
17.31%
REET
10.55%
5Y EPS CAGR
Winner
BKLC
28.66%
REET
10.59%
Debt to Equity
Winner
BKLC
37.98%
REET
46.93%
P/S Ratio
Winner
BKLC
3.65
REET
8.40
P/B Ratio
BKLC
5.63
Winner
REET
2.57
BKLC vs REET - Holdings Comparison
BKLC and REET have 17 common holdings. Overlap is 1.41%
BKLC's top 25 holdings weight is 48.88%. REET's top 25 holdings weight is 54.45%.
| Rank | BKLC | REET |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.12% | WELLTOWER INC (WELL) - 8.14% |
| #2 | APPLE INC (AAPL) - 6.35% | PROLOGIS INC (PLD) - 7.32% |
| #3 | MICROSOFT CORP (MSFT) - 5.14% | EQUINIX INC (EQIX) - 6.01% |
| #4 | AMAZON.COM INC (AMZN) - 4.04% | DIGITAL REALTY TRUST INC (DLR) - 3.81% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.32% | SIMON PROPERTY GROUP INC (SPG) - 3.68% |
| #6 | BROADCOM INC (AVGO) - 3.03% | REALTY INCOME CORP (O) - 3.24% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.85% | PUBLIC STORAGE (PSA) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.37% | GOODMAN GROUP (n/a) - 2.37% |
| #9 | TESLA INC (TSLA) - 1.78% | VENTAS INC (VTR) - 2.24% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.38% | IRON MOUNTAIN INC (IRM) - 1.87% |
| #11 | ELI LILLY AND CO (LLY) - 1.21% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.71% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% | EXTRA SPACE STORAGE INC (EXR) - 1.66% |
| #13 | EXXON MOBIL CORP (XOM) - 1.03% | AVALONBAY COMMUNITIES INC (AVB) - 1.40% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.92% | EQUITY RESIDENTIAL (EQR) - 1.33% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.90% | INVITATION HOMES INC (INVH) - 0.94% |
| #16 | WALMART INC (WMT) - 0.90% | ESSEX PROPERTY TRUST INC (ESS) - 0.92% |
| #17 | VISA INC CLASS A (V) - 0.85% | KIMCO REALTY CORP (KIM) - 0.90% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.85% | W.P. CAREY INC (WPC) - 0.88% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | SUN COMMUNITIES INC (SUI) - 0.88% |
| #20 | NETFLIX INC (NFLX) - 0.69% | n/a (n/a) - 0.83% |
| #21 | AMERICAN EXPRESS CO (AXP) - 0.28% | LAND SECURITIES GROUP PLC (n/a) - 0.34% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.28% | LONDONMETRIC PROPERTY PLC (n/a) - 0.33% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | KITE REALTY GROUP TRUST (KRG) - 0.32% |
| #24 | SALESFORCE INC (CRM) - 0.27% | MACERICH CO (MAC) - 0.31% |
| #25 | QUALCOMM INC (QCOM) - 0.26% | BRITISH LAND CO PLC (n/a) - 0.30% |
| Total Holdings | 468 | 315 |
BKLC vs REET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKLC
+9.12%
REET
+4.38%
3M
Winner
BKLC
+6.68%
REET
+4.34%
6M
Winner
BKLC
+10.23%
REET
+9.57%
1Y
Winner
BKLC
+32.26%
REET
+16.97%
5Y(CAGR)
Winner
BKLC
+13.74%
REET
+3.33%
10Y(CAGR)
BKLC
N/A
REET
+4.02%
Max(CAGR)
Winner
BKLC
+19.28%
REET
+4.66%
BKLC vs REET - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BKLC | REET |
|---|---|---|
| 2026 | +8.02% | +10.09% |
| 2025 | +18.27% | +8.74% |
| 2024 | +26.40% | +2.06% |
| 2023 | +31.33% | +10.56% |
| 2022 | -21.04% | -23.62% |
| 2021 | +29.05% | +36.24% |
| 2020 | +37.37% | -9.57% |
| 2019 | N/A | +25.90% |
| 2018 | N/A | -5.11% |
| 2017 | N/A | +7.49% |
| 2016 | N/A | +7.10% |
| 2015 | N/A | +0.19% |
| 2014 | N/A | +5.22% |
BKLC vs REET Drawdown Comparison
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The current REET drawdown is -0.62%.
| Rank | BKLC | REET |
|---|---|---|
| #1 | -26.15% Dec 27, 2021 - Dec 12, 2023 | -44.59% Feb 14, 2020 - Jun 1, 2021 |
| #2 | -19.05% Feb 19, 2025 - Jun 26, 2025 | -32.06% Dec 31, 2021 - Feb 13, 2026 |
| #3 | -10.03% Sep 2, 2020 - Nov 24, 2020 | -15.78% Jan 26, 2015 - Apr 19, 2016 |
| #4 | -9.10% Jan 28, 2026 - Apr 15, 2026 | -14.35% Jul 29, 2016 - Aug 3, 2018 |
| #5 | -8.42% Jul 16, 2024 - Sep 19, 2024 | -10.88% Aug 29, 2018 - Jan 29, 2019 |
| #6 | -6.15% Jun 8, 2020 - Jul 10, 2020 | -9.05% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -5.59% Sep 3, 2021 - Oct 21, 2021 | -7.38% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -5.38% Mar 27, 2024 - May 14, 2024 | -7.32% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -5.32% Feb 16, 2021 - Mar 31, 2021 | -5.26% May 10, 2016 - Jun 23, 2016 |
| #10 | -5.31% Oct 29, 2025 - Dec 11, 2025 | -5.13% Oct 24, 2019 - Jan 21, 2020 |
| #11 | -4.56% Apr 17, 2020 - Apr 27, 2020 | -5.13% Nov 24, 2021 - Dec 8, 2021 |
| #12 | -4.37% Dec 6, 2024 - Jan 22, 2025 | -4.06% Jun 14, 2021 - Jul 12, 2021 |
| #13 | -4.12% Nov 18, 2021 - Dec 23, 2021 | -4.00% Jul 10, 2019 - Sep 3, 2019 |
| #14 | -4.08% May 7, 2021 - Jun 10, 2021 | -3.61% Jun 23, 2016 - Jun 29, 2016 |
| #15 | -3.64% May 11, 2020 - May 18, 2020 | -3.47% Jul 23, 2014 - Aug 18, 2014 |
Correlation
Correlation between BKLC and REET is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2014 - 2026)
BKLC vs REET dividend yield comparison.
| Year | BKLC | REET |
|---|---|---|
| 2026 | 0.30% | 0.47% |
| 2025 | 1.05% | 3.67% |
| 2024 | 1.22% | 3.64% |
| 2023 | 1.35% | 3.27% |
| 2022 | 1.64% | 2.43% |
| 2021 | 1.10% | 3.18% |
| 2020 | 0.84% | 2.65% |
| 2019 | 0.00% | 5.25% |
| 2018 | 0.00% | 5.73% |
| 2017 | 0.00% | 3.84% |
| 2016 | 0.00% | 5.37% |
| 2015 | 0.00% | 3.56% |
| 2014 | 0.00% | 1.71% |
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