BKMC vs CHW

Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and Calamos Global Dynamic Income Fund (CHW, ETF).

5-Year PerformanceBKMC has outperformed CHW, delivering a return of +8.0% compared to +5.1%

BKMC vs CHW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKMC(ETF)	CHW(ETF)
Net Assets	$652M	$650M
Expense Ratio	0.04%	N/A
Max Drawdown	26.22%	72.87%
Sharpe Ratio	1.13	1.79
5Y Beta	0.98	0.88
P/E Ratio	33.08	N/A
Forward P/E	16.98	N/A
5Y Dividends CAGR	17.61%	-5.00%
5Y EPS CAGR	10.42%	N/A
P/S Ratio	1.73	N/A
P/B Ratio	2.75	N/A

Net Assets

Winner

BKMC

$652M

CHW

$650M

Expense Ratio

BKMC

0.04%

CHW

N/A

Max Drawdown

Winner

BKMC

26.22%

CHW

72.87%

Sharpe Ratio

BKMC

1.13

Winner

CHW

1.79

5Y Beta

BKMC

0.98

Winner

CHW

0.88

P/E Ratio

BKMC

33.08

CHW

N/A

Forward P/E

BKMC

16.98

CHW

N/A

5Y Dividends CAGR

Winner

BKMC

17.61%

CHW

-5.00%

5Y EPS CAGR

BKMC

10.42%

CHW

N/A

P/S Ratio

BKMC

1.73

CHW

N/A

P/B Ratio

BKMC

2.75

CHW

N/A

BKMC vs CHW - Historical Returns

Returns include dividend reinvestment.

Period	BKMC	CHW
1 month	+3.62%	+4.32%
3 months	+8.10%	+18.43%
6 months	+10.99%	+27.62%
1 year	+23.16%	+38.74%
5 years(CAGR)	+8.01%	+5.10%
10 years(CAGR)	N/A	+12.86%
Max(CAGR)	+15.55%	+7.26%

BKMC

+3.62%

Winner

CHW

+4.32%

BKMC

+8.10%

Winner

CHW

+18.43%

BKMC

+10.99%

Winner

CHW

+27.62%

BKMC

+23.16%

Winner

CHW

+38.74%

5Y(CAGR)

Winner

BKMC

+8.01%

CHW

+5.10%

10Y(CAGR)

BKMC

N/A

CHW

+12.86%

Max(CAGR)

Winner

BKMC

+15.55%

CHW

+7.26%

BKMC vs CHW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BKMC	CHW
2026	+9.45%	+21.17%
2025	+8.88%	+20.25%
2024	+14.54%	+29.15%
2023	+17.86%	+13.92%
2022	-15.69%	-37.66%
2021	+25.81%	+16.61%
2020	+45.92%	+22.85%
2019	N/A	+42.73%
2018	N/A	-20.91%
2017	N/A	+44.00%
2016	N/A	+9.71%
2015	N/A	-11.37%
2014	N/A	+13.84%
2013	N/A	+14.81%
2012	N/A	+22.73%
2011	N/A	-7.00%
2010	N/A	+13.76%
2009	N/A	+45.50%
2008	N/A	-47.92%
2007	N/A	-11.08%

BKMC vs CHW Drawdown Comparison

The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.

The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.

The current BKMC drawdown is -1.68%. The current CHW drawdown is -3.49%.

Rank	BKMC	CHW
#1	-25.04% Nov 16, 2021 - Feb 27, 2024	-66.81% Jul 26, 2007 - Jan 4, 2013
#2	-23.68% Nov 25, 2024 - Sep 8, 2025	-53.47% Feb 20, 2020 - Aug 31, 2020
#3	-9.82% Feb 26, 2026 - Apr 17, 2026	-46.07% Jul 29, 2021 - Sep 19, 2025
#4	-9.55% Jun 8, 2020 - Aug 3, 2020	-31.90% Sep 12, 2018 - Nov 4, 2019
#5	-7.77% Mar 28, 2024 - Jul 16, 2024	-29.24% Jul 24, 2014 - Feb 7, 2017
#6	-7.68% Jul 16, 2024 - Aug 23, 2024	-15.50% Feb 25, 2026 - Apr 27, 2026
#7	-7.45% Sep 2, 2020 - Oct 8, 2020	-11.96% Oct 13, 2020 - Nov 11, 2020
#8	-6.43% Oct 27, 2025 - Dec 4, 2025	-11.53% May 14, 2013 - Oct 22, 2013
#9	-6.36% Apr 29, 2020 - May 20, 2020	-10.79% Jan 26, 2018 - Sep 12, 2018
#10	-6.19% Oct 12, 2020 - Nov 5, 2020	-7.74% Oct 9, 2025 - Jan 9, 2026
#11	-5.02% Feb 24, 2021 - Mar 11, 2021	-7.11% Aug 31, 2020 - Oct 7, 2020
#12	-4.68% Apr 17, 2020 - Apr 28, 2020	-6.63% May 14, 2026 - May 27, 2026
#13	-4.59% Jan 20, 2021 - Feb 5, 2021	-6.56% Apr 12, 2021 - Jun 8, 2021
#14	-4.55% Sep 2, 2021 - Oct 19, 2021	-6.34% Jun 2, 2026 - Jun 10, 2026
#15	-4.49% Aug 30, 2024 - Sep 17, 2024	-6.30% Aug 7, 2017 - Sep 19, 2017

Correlation

Correlation between BKMC and CHW is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2007 - 2026)

BKMC vs CHW dividend yield comparison.

Year	BKMC	CHW
2026	0.44%	2.85%
2025	1.35%	8.10%
2024	1.54%	8.89%
2023	1.38%	10.40%
2022	1.63%	13.62%
2021	1.15%	8.43%
2020	0.86%	8.79%
2019	0.00%	9.67%
2018	0.00%	12.82%
2017	0.00%	9.25%
2016	0.00%	12.05%
2015	0.00%	11.73%
2014	0.00%	8.93%
2013	0.00%	8.29%
2012	0.00%	8.91%
2011	0.00%	8.22%
2010	0.00%	7.17%
2009	0.00%	10.05%
2008	0.00%	21.28%
2007	0.00%	5.21%