BKMC vs SAMT
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (SAMT, ETF).
BKMC vs SAMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMC
$621M
SAMT
$619M
Expense Ratio
Winner
BKMC
0.04%
SAMT
0.66%
Max Drawdown
BKMC
26.22%
Winner
SAMT
21.14%
Sharpe Ratio
BKMC
1.09
Winner
SAMT
1.73
5Y Beta
BKMC
0.99
Winner
SAMT
0.80
P/E Ratio
Winner
BKMC
34.41
SAMT
63.23
Forward P/E
Winner
BKMC
16.84
SAMT
28.70
PEG Ratio
BKMC
N/A
SAMT
0.95
5Y Dividends CAGR
BKMC
17.61%
SAMT
N/A
5Y EPS CAGR
BKMC
9.60%
Winner
SAMT
15.22%
Debt to Equity
BKMC
N/A
SAMT
24.62%
P/S Ratio
Winner
BKMC
1.78
SAMT
3.58
P/B Ratio
Winner
BKMC
2.77
SAMT
4.78
BKMC vs SAMT - Holdings Comparison
BKMC and SAMT have 3 common holdings. Overlap is 0.67%
BKMC's top 25 holdings weight is 12.89%. SAMT's top 25 holdings weight is 82.43%.
| Rank | BKMC | SAMT |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.72% | CASH (n/a) - 24.56% |
| #2 | NVENT ELECTRIC PLC (NVT) - 0.69% | QUANTA SERVICES INC (PWR) - 3.33% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.69% | WALMART INC (WMT) - 2.69% |
| #4 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.64% | PLANET LABS PBC CLASS A (PL) - 2.64% |
| #5 | IONQ INC CLASS A (IONQ) - 0.58% | ROCKET LAB CORP (RKLB) - 2.62% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.60% |
| #7 | F5 INC (FFIV) - 0.57% | AMAZON.COM INC (AMZN) - 2.54% |
| #8 | ATI INC (ATI) - 0.57% | CME GROUP INC CLASS A (CME) - 2.52% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 0.56% | ALPHABET INC CLASS A (GOOGL) - 2.49% |
| #10 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.53% | COCA-COLA CO (KO) - 2.47% |
| #11 | ALBEMARLE CORP (ALB) - 0.52% | MARVELL TECHNOLOGY INC (MRVL) - 2.46% |
| #12 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% | COSTCO WHOLESALE CORP (COST) - 2.45% |
| #13 | MKS INC (MKSI) - 0.52% | THE TIMKEN CO (TKR) - 2.43% |
| #14 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.51% | CHEVRON CORP (CVX) - 2.40% |
| #15 | BURLINGTON STORES INC (BURL) - 0.51% | VENTAS INC (VTR) - 2.37% |
| #16 | TTM TECHNOLOGIES INC (TTMI) - 0.50% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.27% |
| #17 | SNAP-ON INC (SNA) - 0.49% | ANALOG DEVICES INC (ADI) - 2.25% |
| #18 | ALCOA CORP (AA) - 0.48% | F/M US TREASURY 3 MONTH BILL FUND ETF (TBIL) - 2.21% |
| #19 | RBC BEARINGS INC (RBC) - 0.47% | LINDE PLC (LIN) - 2.21% |
| #20 | COEUR MINING INC (CDE) - 0.47% | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 2.20% |
| #21 | BORGWARNER INC (BWA) - 0.36% | AFLAC INC (AFL) - 2.20% |
| #22 | BALL CORP (BALL) - 0.36% | CORNING INC (GLW) - 2.18% |
| #23 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.35% | DUKE ENERGY CORP (DUK) - 2.13% |
| #24 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.35% | JOHNSON & JOHNSON (JNJ) - 2.12% |
| #25 | REGAL REXNORD CORP (RRX) - 0.35% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.09% |
| Total Holdings | 367 | 42 |
BKMC vs SAMT - Historical Returns
Returns include dividend reinvestment.
1M
BKMC
+0.65%
Winner
SAMT
+1.95%
3M
BKMC
+3.78%
Winner
SAMT
+14.13%
6M
BKMC
+8.56%
Winner
SAMT
+19.53%
1Y
BKMC
+21.32%
Winner
SAMT
+38.74%
5Y(CAGR)
BKMC
+7.48%
Winner
SAMT
+15.52%
Max(CAGR)
BKMC
+15.39%
Winner
SAMT
+15.52%
BKMC vs SAMT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | SAMT |
|---|---|---|
| 2026 | +8.01% | +14.86% |
| 2025 | +8.88% | +33.08% |
| 2024 | +14.54% | +28.88% |
| 2023 | +17.86% | +2.36% |
| 2022 | -15.69% | -6.58% |
| 2021 | +25.81% | N/A |
| 2020 | +45.92% | N/A |
BKMC vs SAMT Drawdown Comparison
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 558 trading sessions.
The current BKMC drawdown is -2.24%. The current SAMT drawdown is -4.03%.
| Rank | BKMC | SAMT |
|---|---|---|
| #1 | -25.04% Nov 16, 2021 - Feb 27, 2024 | -20.56% Mar 29, 2022 - Jun 18, 2024 |
| #2 | -23.68% Nov 25, 2024 - Sep 8, 2025 | -18.27% Feb 10, 2025 - Jun 18, 2025 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -8.15% Oct 14, 2025 - Dec 22, 2025 |
| #4 | -9.55% Jun 8, 2020 - Aug 3, 2020 | -8.01% Feb 16, 2022 - Mar 29, 2022 |
| #5 | -7.77% Mar 28, 2024 - Jul 16, 2024 | -7.73% Jan 16, 2026 - Apr 13, 2026 |
| #6 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -6.89% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -7.45% Sep 2, 2020 - Oct 8, 2020 | -5.92% Nov 29, 2024 - Jan 21, 2025 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -4.83% Jan 24, 2025 - Feb 4, 2025 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -4.03% Jun 4, 2026 - Jun 5, 2026 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -3.65% May 14, 2026 - May 27, 2026 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -3.44% Aug 12, 2025 - Sep 11, 2025 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -3.38% May 6, 2026 - May 11, 2026 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -3.24% Aug 30, 2024 - Sep 13, 2024 |
| #14 | -4.55% Sep 2, 2021 - Oct 19, 2021 | -2.59% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -2.39% Jul 18, 2025 - Jul 25, 2025 |
Correlation
Correlation between BKMC and SAMT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2020 - 2026)
BKMC vs SAMT dividend yield comparison.
| Year | BKMC | SAMT |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 1.35% | 0.70% |
| 2024 | 1.54% | 1.40% |
| 2023 | 1.38% | 1.49% |
| 2022 | 1.63% | 0.73% |
| 2021 | 1.15% | 0.00% |
| 2020 | 0.86% | 0.00% |
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