BKLC vs XMHQ
Comparison between BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF) and INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF).
5-Year PerformanceBKLC has outperformed XMHQ, delivering a return of +13.4% compared to +10.7%
BKLC vs XMHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKLC
$5.40B
XMHQ
$5.40B
Expense Ratio
BKLC
N/A
XMHQ
0.25%
Max Drawdown
Winner
BKLC
27.20%
XMHQ
58.42%
Sharpe Ratio
Winner
BKLC
1.32
XMHQ
0.76
5Y Beta
BKLC
0.98
Winner
XMHQ
0.96
P/E Ratio
BKLC
29.08
Winner
XMHQ
18.85
Forward P/E
BKLC
21.15
Winner
XMHQ
18.41
PEG Ratio
BKLC
N/A
XMHQ
0.13
5Y Dividends CAGR
Winner
BKLC
11.61%
XMHQ
-2.82%
5Y EPS CAGR
Winner
BKLC
28.47%
XMHQ
22.28%
Debt to Equity
BKLC
42.13%
Winner
XMHQ
29.20%
P/S Ratio
BKLC
3.76
Winner
XMHQ
2.37
P/B Ratio
BKLC
5.69
Winner
XMHQ
4.65
BKLC vs XMHQ - Holdings Comparison
BKLC and XMHQ have 6 common holdings. Overlap is 0.18%
BKLC's top 25 holdings weight is 48.43%. XMHQ's top 25 holdings weight is 57.70%.
| Rank | BKLC | XMHQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.35% | TECHNIPFMC PLC (n/a) - 4.12% |
| #2 | APPLE INC (AAPL) - 6.90% | ILLUMINA INC (ILMN) - 4.03% |
| #3 | MICROSOFT CORP (MSFT) - 4.33% | EVERPURE INC CLASS A (P) - 3.48% |
| #4 | AMAZON.COM INC (AMZN) - 3.60% | CURTISS-WRIGHT CORP (CW) - 3.41% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.24% | CARPENTER TECHNOLOGY CORP (CRS) - 3.10% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.80% | NVENT ELECTRIC PLC (NVT) - 3.04% |
| #7 | BROADCOM INC (AVGO) - 2.78% | MEDPACE HOLDINGS INC (MEDP) - 2.94% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.03% | EXELIXIS INC (EXEL) - 2.94% |
| #9 | TESLA INC (TSLA) - 2.03% | UNITED THERAPEUTICS CORP (UTHR) - 2.73% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.65% | NEXTPOWER INC CLASS A (NXT) - 2.57% |
| #11 | ELI LILLY AND CO (LLY) - 1.58% | EVERCORE INC CLASS A (EVR) - 2.39% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.37% | MANHATTAN ASSOCIATES INC (MANH) - 2.31% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | CARLISLE COMPANIES INC (CSL) - 2.04% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06% | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.01% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.98% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.76% |
| #16 | EXXON MOBIL CORP (XOM) - 0.91% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.75% |
| #17 | VISA INC CLASS A (V) - 0.90% | MUELLER INDUSTRIES INC (MLI) - 1.67% |
| #18 | WALMART INC (WMT) - 0.76% | HECLA MINING CO (HL) - 1.57% |
| #19 | INTEL CORP (INTC) - 0.75% | NEW YORK TIMES CO CLASS A (NYT) - 1.50% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.70% | COGNEX CORP (CGNX) - 1.45% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29% | GRACO INC (GGG) - 1.44% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.29% | TEXAS ROADHOUSE INC (TXRH) - 1.41% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.28% | SEI INVESTMENTS CO (SEIC) - 1.39% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 0.28% | PRIMERICA INC (PRI) - 1.33% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.28% | DOCUSIGN INC (DOCU) - 1.32% |
| Total Holdings | 470 | 83 |
BKLC vs XMHQ - Historical Returns
Returns include dividend reinvestment.
1M
BKLC
+0.34%
Winner
XMHQ
+1.66%
3M
Winner
BKLC
+7.42%
XMHQ
+5.74%
6M
Winner
BKLC
+9.19%
XMHQ
+4.90%
1Y
Winner
BKLC
+21.54%
XMHQ
+14.99%
5Y(CAGR)
Winner
BKLC
+13.44%
XMHQ
+10.66%
10Y(CAGR)
BKLC
N/A
XMHQ
+12.64%
Max(CAGR)
Winner
BKLC
+19.07%
XMHQ
+9.43%
BKLC vs XMHQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BKLC | XMHQ |
|---|---|---|
| 2026 | +10.45% | +9.27% |
| 2025 | +18.27% | +4.75% |
| 2024 | +26.40% | +17.04% |
| 2023 | +31.33% | +30.69% |
| 2022 | -21.04% | -12.65% |
| 2021 | +29.05% | +22.10% |
| 2020 | +37.37% | +26.00% |
| 2019 | N/A | +28.32% |
| 2018 | N/A | -9.88% |
| 2017 | N/A | +14.95% |
| 2016 | N/A | +18.06% |
| 2015 | N/A | -6.53% |
| 2014 | N/A | +14.01% |
| 2013 | N/A | +33.42% |
| 2012 | N/A | +12.17% |
| 2011 | N/A | -2.26% |
| 2010 | N/A | +19.46% |
| 2009 | N/A | +27.01% |
| 2008 | N/A | -39.28% |
| 2007 | N/A | +5.11% |
| 2006 | N/A | +2.52% |
BKLC vs XMHQ Drawdown Comparison
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The current BKLC drawdown is -0.97%. The current XMHQ drawdown is -1.29%.
| Rank | BKLC | XMHQ |
|---|---|---|
| #1 | -26.15% Dec 27, 2021 - Dec 12, 2023 | -58.19% Jul 13, 2007 - Jan 18, 2013 |
| #2 | -19.05% Feb 19, 2025 - Jun 26, 2025 | -36.89% Feb 19, 2020 - Jul 27, 2020 |
| #3 | -10.03% Sep 2, 2020 - Nov 24, 2020 | -25.47% Nov 16, 2021 - Jul 12, 2023 |
| #4 | -9.10% Jan 28, 2026 - Apr 15, 2026 | -24.56% Nov 25, 2024 - Jan 15, 2026 |
| #5 | -8.42% Jul 16, 2024 - Sep 19, 2024 | -22.38% May 19, 2015 - Jul 22, 2016 |
| #6 | -6.15% Jun 8, 2020 - Jul 10, 2020 | -21.82% Sep 21, 2018 - Jul 24, 2019 |
| #7 | -5.59% Sep 3, 2021 - Oct 21, 2021 | -10.86% Sep 1, 2023 - Dec 13, 2023 |
| #8 | -5.38% Mar 27, 2024 - May 14, 2024 | -10.32% Mar 28, 2024 - Oct 18, 2024 |
| #9 | -5.32% Feb 16, 2021 - Mar 31, 2021 | -10.06% Jan 26, 2018 - Jul 9, 2018 |
| #10 | -5.31% Oct 29, 2025 - Dec 11, 2025 | -9.62% Sep 4, 2014 - Nov 3, 2014 |
| #11 | -4.58% Jun 2, 2026 - Jun 10, 2026 | -9.37% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -4.56% Apr 17, 2020 - Apr 27, 2020 | -8.72% May 7, 2021 - Oct 21, 2021 |
| #13 | -4.37% Dec 6, 2024 - Jan 22, 2025 | -8.40% Jan 22, 2026 - May 5, 2026 |
| #14 | -4.12% Nov 18, 2021 - Dec 23, 2021 | -7.88% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -4.08% May 7, 2021 - Jun 10, 2021 | -6.55% Sep 8, 2016 - Nov 21, 2016 |
Correlation
Correlation between BKLC and XMHQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
BKLC vs XMHQ dividend yield comparison.
| Year | BKLC | XMHQ |
|---|---|---|
| 2026 | 0.56% | 0.27% |
| 2025 | 1.05% | 0.64% |
| 2024 | 1.22% | 5.20% |
| 2023 | 1.35% | 0.73% |
| 2022 | 1.64% | 1.72% |
| 2021 | 1.10% | 1.00% |
| 2020 | 0.84% | 1.12% |
| 2019 | 0.00% | 1.22% |
| 2018 | 0.00% | 1.59% |
| 2017 | 0.00% | 1.06% |
| 2016 | 0.00% | 1.63% |
| 2015 | 0.00% | 1.34% |
| 2014 | 0.00% | 1.25% |
| 2013 | 0.00% | 1.11% |
| 2012 | 0.00% | 1.59% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.78% |
| 2008 | 0.00% | 0.90% |
| 2007 | 0.00% | 0.50% |
| 2006 | 0.00% | 0.17% |
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