BKMC vs SMRI
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and BUSHIDO CAPITAL US EQUITY ETF (SMRI, ETF).
BKMC vs SMRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMC
$648M
SMRI
$644M
Expense Ratio
Winner
BKMC
0.04%
SMRI
0.71%
Max Drawdown
BKMC
26.22%
Winner
SMRI
19.59%
Sharpe Ratio
BKMC
0.84
Winner
SMRI
2.34
5Y Beta
BKMC
0.98
Winner
SMRI
0.78
P/E Ratio
BKMC
29.07
Winner
SMRI
19.11
Forward P/E
BKMC
16.63
Winner
SMRI
14.61
PEG Ratio
BKMC
N/A
SMRI
0.05
5Y Dividends CAGR
BKMC
11.75%
SMRI
N/A
5Y EPS CAGR
BKMC
13.72%
Winner
SMRI
24.05%
Debt to Equity
BKMC
N/A
SMRI
55.91%
P/S Ratio
BKMC
1.64
Winner
SMRI
1.33
P/B Ratio
Winner
BKMC
2.79
SMRI
3.24
BKMC vs SMRI - Holdings Comparison
BKMC and SMRI have 6 common holdings. Overlap is 2.37%
BKMC's top 25 holdings weight is 11.39%. SMRI's top 25 holdings weight is 55.88%.
| Rank | BKMC | SMRI |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 0.59% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.62% |
| #2 | TENET HEALTHCARE CORP (THC) - 0.57% | WORKDAY INC CLASS A (WDAY) - 2.61% |
| #3 | COEUR MINING INC (CDE) - 0.54% | TENET HEALTHCARE CORP (THC) - 2.55% |
| #4 | GUARDANT HEALTH INC (GH) - 0.53% | ACCENTURE PLC CLASS A (ACN) - 2.44% |
| #5 | BURLINGTON STORES INC (BURL) - 0.52% | MARATHON PETROLEUM CORP (MPC) - 2.42% |
| #6 | ROKU INC CLASS A (ROKU) - 0.52% | VALERO ENERGY CORP (VLO) - 2.32% |
| #7 | SNAP-ON INC (SNA) - 0.49% | EXPEDIA GROUP INC (EXPE) - 2.31% |
| #8 | CF INDUSTRIES HOLDINGS INC (CF) - 0.47% | LEIDOS HOLDINGS INC (LDOS) - 2.30% |
| #9 | ITT INC (ITT) - 0.47% | PHILLIPS 66 (PSX) - 2.27% |
| #10 | VIATRIS INC (VTRS) - 0.47% | ADOBE INC (ADBE) - 2.25% |
| #11 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.46% | INTUIT INC (INTU) - 2.23% |
| #12 | OVINTIV INC (OVV) - 0.46% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.23% |
| #13 | EAST WEST BANCORP INC (EWBC) - 0.44% | NETAPP INC (NTAP) - 2.20% |
| #14 | LEIDOS HOLDINGS INC (LDOS) - 0.44% | SALESFORCE INC (CRM) - 2.16% |
| #15 | NORDSON CORP (NDSN) - 0.44% | BOOKING HOLDINGS INC (BKNG) - 2.15% |
| #16 | JONES LANG LASALLE INC (JLL) - 0.44% | REGENERON PHARMACEUTICALS INC (REGN) - 2.14% |
| #17 | PTC INC (PTC) - 0.44% | GEN DIGITAL INC (GEN) - 2.13% |
| #18 | TD SYNNEX CORP (SNX) - 0.44% | ZOOM COMMUNICATIONS INC (ZM) - 2.11% |
| #19 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.44% | PAYCHEX INC (PAYX) - 2.11% |
| #20 | JAMES HARDIE INDUSTRIES PLC (JHX) - 0.43% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.11% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 0.36% | NEWMONT CORP (NEM) - 2.08% |
| #22 | DYNATRACE INC ORDINARY SHARES (DT) - 0.36% | ROPER TECHNOLOGIES INC (ROP) - 2.07% |
| #23 | CARLISLE COMPANIES INC (CSL) - 0.36% | RESMED INC (RMD) - 2.04% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 0.36% | OMNICOM GROUP INC (OMC) - 2.03% |
| #25 | CACI INTERNATIONAL INC CLASS A (CACI) - 0.35% | CONOCOPHILLIPS (COP) - 2.00% |
| Total Holdings | 366 | 52 |
BKMC vs SMRI - Historical Returns
Returns include dividend reinvestment.
1M
BKMC
+2.66%
Winner
SMRI
+12.94%
3M
BKMC
+3.68%
Winner
SMRI
+20.59%
6M
BKMC
+7.47%
Winner
SMRI
+35.07%
1Y
BKMC
+20.84%
Winner
SMRI
+45.12%
5Y(CAGR)
BKMC
+10.88%
SMRI
N/A
Max(CAGR)
BKMC
+18.91%
Winner
SMRI
+26.10%
BKMC vs SMRI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | SMRI |
|---|---|---|
| 2026 | +14.50% | +34.61% |
| 2025 | +11.97% | +17.50% |
| 2024 | +18.18% | +18.08% |
| 2023 | +21.41% | +5.11% |
| 2022 | -12.93% | N/A |
| 2021 | +28.87% | N/A |
| 2020 | +48.85% | N/A |
BKMC vs SMRI Drawdown Comparison
The maximum drawdown for BKMC was -23.20%, occurring on Jun 16, 2022. Recovery took 522 trading sessions.
The maximum drawdown for SMRI was -18.44%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current BKMC drawdown is -2.15%. The current SMRI drawdown is -0.37%.
| Rank | BKMC | SMRI |
|---|---|---|
| #1 | -23.20% Nov 16, 2021 - Dec 14, 2023 | -18.44% Dec 6, 2024 - Jul 1, 2025 |
| #2 | -22.35% Nov 25, 2024 - Aug 13, 2025 | -6.88% Sep 14, 2023 - Nov 30, 2023 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -6.80% Jan 9, 2026 - Apr 17, 2026 |
| #4 | -9.55% Jun 8, 2020 - Jul 29, 2020 | -6.47% Jun 1, 2026 - Jul 27, 2026 |
| #5 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -6.18% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -7.45% Sep 2, 2020 - Oct 7, 2020 | -5.79% Jul 30, 2024 - Aug 23, 2024 |
| #7 | -7.25% Apr 1, 2024 - Jul 15, 2024 | -5.71% Jul 1, 2025 - Aug 22, 2025 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -4.21% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -4.16% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -3.99% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -3.33% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -2.79% Jan 2, 2024 - Feb 1, 2024 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -2.68% Jul 16, 2024 - Jul 30, 2024 |
| #14 | -4.55% Sep 2, 2021 - Oct 15, 2021 | -2.53% Nov 11, 2024 - Nov 21, 2024 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -1.97% May 8, 2026 - May 22, 2026 |
Correlation
Correlation between BKMC and SMRI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
BKMC vs SMRI dividend yield comparison.
| Year | BKMC | SMRI |
|---|---|---|
| 2026 | 2.19% | 0.20% |
| 2025 | 4.06% | 1.32% |
| 2024 | 4.62% | 0.98% |
| 2023 | 4.14% | 0.45% |
| 2022 | 4.89% | 0.00% |
| 2021 | 3.44% | 0.00% |
| 2020 | 2.59% | 0.00% |
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