BKMC vs SPY
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BKMC, delivering a return of +13.3% compared to +7.5%
BKMC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKMC
$621M
Winner
SPY
$735B
Expense Ratio
Winner
BKMC
0.04%
SPY
0.09%
Max Drawdown
Winner
BKMC
26.22%
SPY
56.47%
Sharpe Ratio
BKMC
1.09
Winner
SPY
1.62
5Y Beta
Winner
BKMC
0.99
SPY
1.00
P/E Ratio
BKMC
34.41
Winner
SPY
28.99
Forward P/E
Winner
BKMC
16.84
SPY
22.37
5Y Dividends CAGR
Winner
BKMC
17.61%
SPY
5.43%
5Y EPS CAGR
BKMC
9.60%
Winner
SPY
26.05%
Debt to Equity
BKMC
N/A
SPY
32.40%
P/S Ratio
Winner
BKMC
1.78
SPY
3.74
P/B Ratio
Winner
BKMC
2.77
SPY
5.61
BKMC vs SPY - Holdings Comparison
BKMC and SPY have 66 common holdings. Overlap is 1.10%
BKMC's top 25 holdings weight is 12.89%. SPY's top 25 holdings weight is 52.37%.
| Rank | BKMC | SPY |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.72% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | NVENT ELECTRIC PLC (NVT) - 0.69% | APPLE INC (AAPL) - 7.02% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.69% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.64% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | IONQ INC CLASS A (IONQ) - 0.58% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | BROADCOM INC (AVGO) - 3.10% |
| #7 | F5 INC (FFIV) - 0.57% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | ATI INC (ATI) - 0.57% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CARPENTER TECHNOLOGY CORP (CRS) - 0.56% | TESLA INC (TSLA) - 1.89% |
| #10 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ALBEMARLE CORP (ALB) - 0.52% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | MKS INC (MKSI) - 0.52% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | BURLINGTON STORES INC (BURL) - 0.51% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | TTM TECHNOLOGIES INC (TTMI) - 0.50% | INTEL CORP (INTC) - 0.90% |
| #17 | SNAP-ON INC (SNA) - 0.49% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | ALCOA CORP (AA) - 0.48% | VISA INC CLASS A (V) - 0.85% |
| #19 | RBC BEARINGS INC (RBC) - 0.47% | WALMART INC (WMT) - 0.81% |
| #20 | COEUR MINING INC (CDE) - 0.47% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BORGWARNER INC (BWA) - 0.36% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | BALL CORP (BALL) - 0.36% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.35% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.35% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | REGAL REXNORD CORP (RRX) - 0.35% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 367 | 505 |
BKMC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BKMC
+0.65%
Winner
SPY
+1.90%
3M
BKMC
+3.78%
Winner
SPY
+8.55%
6M
Winner
BKMC
+8.56%
SPY
+8.18%
1Y
BKMC
+21.32%
Winner
SPY
+25.79%
5Y(CAGR)
BKMC
+7.48%
Winner
SPY
+13.32%
10Y(CAGR)
BKMC
N/A
SPY
+15.19%
Max(CAGR)
Winner
BKMC
+15.39%
SPY
+8.47%
BKMC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | SPY |
|---|---|---|
| 2026 | +8.01% | +8.26% |
| 2025 | +8.88% | +18.00% |
| 2024 | +14.54% | +25.59% |
| 2023 | +17.86% | +26.72% |
| 2022 | -15.69% | -18.64% |
| 2021 | +25.81% | +30.52% |
| 2020 | +45.92% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BKMC vs SPY Drawdown Comparison
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BKMC drawdown is -2.24%. The current SPY drawdown is -2.90%.
| Rank | BKMC | SPY |
|---|---|---|
| #1 | -25.04% Nov 16, 2021 - Feb 27, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.68% Nov 25, 2024 - Sep 8, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.55% Jun 8, 2020 - Aug 3, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.77% Mar 28, 2024 - Jul 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.45% Sep 2, 2020 - Oct 8, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.55% Sep 2, 2021 - Oct 19, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BKMC and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
BKMC vs SPY dividend yield comparison.
| Year | BKMC | SPY |
|---|---|---|
| 2026 | 0.44% | 0.24% |
| 2025 | 1.35% | 1.07% |
| 2024 | 1.54% | 1.21% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.63% | 1.65% |
| 2021 | 1.15% | 1.20% |
| 2020 | 0.86% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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