BKMC vs SFY
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed BKMC, delivering a return of +13.5% compared to +7.7%
BKMC vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMC
$670M
SFY
$670M
Expense Ratio
Winner
BKMC
0.04%
SFY
0.05%
Max Drawdown
Winner
BKMC
26.22%
SFY
33.25%
Sharpe Ratio
BKMC
0.75
Winner
SFY
1.01
5Y Beta
Winner
BKMC
0.98
SFY
1.15
P/E Ratio
BKMC
34.21
Winner
SFY
31.73
Forward P/E
Winner
BKMC
16.92
SFY
21.31
5Y Dividends CAGR
Winner
BKMC
11.75%
SFY
9.58%
5Y EPS CAGR
BKMC
10.06%
Winner
SFY
35.66%
Debt to Equity
BKMC
N/A
SFY
35.27%
P/S Ratio
Winner
BKMC
1.75
SFY
4.55
P/B Ratio
Winner
BKMC
2.83
SFY
6.67
BKMC vs SFY - Holdings Comparison
BKMC and SFY have 27 common holdings. Overlap is 0.53%
BKMC's top 25 holdings weight is 13.84%. SFY's top 25 holdings weight is 56.03%.
| Rank | BKMC | SFY |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.85% | NVIDIA CORP (NVDA) - 15.05% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.77% | APPLE INC (AAPL) - 4.90% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 0.70% | BROADCOM INC (AVGO) - 3.97% |
| #4 | OKTA INC CLASS A (OKTA) - 0.66% | MICROSOFT CORP (MSFT) - 3.90% |
| #5 | ATI INC (ATI) - 0.65% | MICRON TECHNOLOGY INC (MU) - 3.49% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.65% | AMAZON.COM INC (AMZN) - 2.96% |
| #7 | F5 INC (FFIV) - 0.61% | ELI LILLY AND CO (LLY) - 2.42% |
| #8 | MODERNA INC (MRNA) - 0.58% | ALPHABET INC CLASS A (GOOGL) - 2.27% |
| #9 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.56% | META PLATFORMS INC CLASS A (META) - 2.23% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.55% | ALPHABET INC CLASS C (GOOG) - 2.12% |
| #11 | MKS INC (MKSI) - 0.55% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #12 | SNAP-ON INC (SNA) - 0.53% | TESLA INC (TSLA) - 1.33% |
| #13 | BURLINGTON STORES INC (BURL) - 0.53% | INTEL CORP (INTC) - 1.13% |
| #14 | GUARDANT HEALTH INC (GH) - 0.50% | n/a (PLTR) - 1.12% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 0.49% | WALMART INC (WMT) - 0.88% |
| #16 | n/a (n/a) - 0.49% | JPMORGAN CHASE & CO (JPM) - 0.85% |
| #17 | ROKU INC CLASS A (ROKU) - 0.48% | ABBVIE INC (ABBV) - 0.78% |
| #18 | VIATRIS INC (VTRS) - 0.48% | LAM RESEARCH CORP (LRCX) - 0.77% |
| #19 | RBC BEARINGS INC (RBC) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | QXO INC (QXO) - 0.47% | VISA INC CLASS A (V) - 0.66% |
| #21 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.46% | MASTERCARD INC CLASS A (MA) - 0.61% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.46% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.57% |
| #23 | CF INDUSTRIES HOLDINGS INC (CF) - 0.45% | MARVELL TECHNOLOGY INC (MRVL) - 0.56% |
| #24 | EAST WEST BANCORP INC (EWBC) - 0.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.56% |
| #25 | TD SYNNEX CORP (SNX) - 0.45% | GE AEROSPACE (GE) - 0.53% |
| Total Holdings | 405 | 506 |
BKMC vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
BKMC
-0.47%
Winner
SFY
-0.13%
3M
BKMC
+2.92%
Winner
SFY
+3.82%
6M
BKMC
+4.01%
Winner
SFY
+8.98%
1Y
BKMC
+15.74%
Winner
SFY
+19.96%
5Y(CAGR)
BKMC
+7.71%
Winner
SFY
+13.51%
Max(CAGR)
BKMC
+15.35%
Winner
SFY
+17.15%
BKMC vs SFY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | SFY |
|---|---|---|
| 2026 | +9.82% | +9.81% |
| 2025 | +8.88% | +22.30% |
| 2024 | +14.54% | +30.66% |
| 2023 | +17.86% | +30.52% |
| 2022 | -15.69% | -23.41% |
| 2021 | +25.81% | +29.52% |
| 2020 | +45.92% | +23.52% |
| 2019 | N/A | +13.37% |
BKMC vs SFY Drawdown Comparison
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current BKMC drawdown is -2.62%. The current SFY drawdown is -4.68%.
| Rank | BKMC | SFY |
|---|---|---|
| #1 | -25.04% Nov 16, 2021 - Feb 27, 2024 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -23.68% Nov 25, 2024 - Sep 8, 2025 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -9.55% Jun 8, 2020 - Aug 3, 2020 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -7.77% Mar 28, 2024 - Jul 16, 2024 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -7.45% Sep 2, 2020 - Oct 8, 2020 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -6.19% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -4.55% Sep 2, 2021 - Oct 19, 2021 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between BKMC and SFY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
BKMC vs SFY dividend yield comparison.
| Year | BKMC | SFY |
|---|---|---|
| 2026 | 0.75% | 0.44% |
| 2025 | 1.35% | 0.96% |
| 2024 | 1.54% | 0.99% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.63% | 1.61% |
| 2021 | 1.15% | 0.90% |
| 2020 | 0.86% | 1.18% |
| 2019 | 0.00% | 1.02% |
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