BKMC vs WTAI
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI, ETF).
5-Year PerformanceWTAI has outperformed BKMC, delivering a return of +12.0% compared to +7.6%
BKMC vs WTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMC
$670M
WTAI
$670M
Expense Ratio
Winner
BKMC
0.04%
WTAI
0.45%
Max Drawdown
Winner
BKMC
26.22%
WTAI
45.92%
Sharpe Ratio
BKMC
0.78
Winner
WTAI
1.51
5Y Beta
Winner
BKMC
0.98
WTAI
1.69
P/E Ratio
Winner
BKMC
34.21
WTAI
50.02
Forward P/E
Winner
BKMC
16.92
WTAI
26.81
PEG Ratio
BKMC
N/A
WTAI
0.10
5Y Dividends CAGR
BKMC
11.75%
WTAI
N/A
5Y EPS CAGR
BKMC
10.06%
Winner
WTAI
32.01%
P/S Ratio
Winner
BKMC
1.75
WTAI
5.95
P/B Ratio
Winner
BKMC
2.83
WTAI
11.94
BKMC vs WTAI - Holdings Comparison
BKMC and WTAI have 3 common holdings. Overlap is 0.49%
BKMC's top 25 holdings weight is 13.84%. WTAI's top 25 holdings weight is 69.17%.
| Rank | BKMC | WTAI |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.85% | MICRON TECHNOLOGY INC (MU) - 4.56% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.77% | NVIDIA CORP (NVDA) - 4.44% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 0.70% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.24% |
| #4 | OKTA INC CLASS A (OKTA) - 0.66% | AMAZON.COM INC (AMZN) - 3.97% |
| #5 | ATI INC (ATI) - 0.65% | META PLATFORMS INC CLASS A (META) - 3.80% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.65% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.66% |
| #7 | F5 INC (FFIV) - 0.61% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #8 | MODERNA INC (MRNA) - 0.58% | PALO ALTO NETWORKS INC (PANW) - 3.30% |
| #9 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.56% | SK SQUARE (n/a) - 3.22% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.55% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.17% |
| #11 | MKS INC (MKSI) - 0.55% | BROADCOM INC (AVGO) - 3.09% |
| #12 | SNAP-ON INC (SNA) - 0.53% | n/a (TSM) - 2.97% |
| #13 | BURLINGTON STORES INC (BURL) - 0.53% | SK HYNIX INC (n/a) - 2.33% |
| #14 | GUARDANT HEALTH INC (GH) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 2.32% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 0.49% | LAM RESEARCH CORP (LRCX) - 2.30% |
| #16 | n/a (n/a) - 0.49% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.29% |
| #17 | ROKU INC CLASS A (ROKU) - 0.48% | ORACLE CORP (ORCL) - 1.99% |
| #18 | VIATRIS INC (VTRS) - 0.48% | GE VERNOVA INC (GEV) - 1.90% |
| #19 | RBC BEARINGS INC (RBC) - 0.47% | LUMENTUM HOLDINGS INC (LITE) - 1.85% |
| #20 | QXO INC (QXO) - 0.47% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #21 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.46% | MARVELL TECHNOLOGY INC (MRVL) - 1.77% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.46% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.68% |
| #23 | CF INDUSTRIES HOLDINGS INC (CF) - 0.45% | CLOUDFLARE INC (NET) - 1.68% |
| #24 | EAST WEST BANCORP INC (EWBC) - 0.45% | TERADYNE INC (TER) - 1.64% |
| #25 | TD SYNNEX CORP (SNX) - 0.45% | SOFTBANK GROUP CORP (n/a) - 1.58% |
| Total Holdings | 405 | 68 |
BKMC vs WTAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKMC
-0.42%
WTAI
-8.99%
3M
BKMC
+2.45%
Winner
WTAI
+17.94%
6M
BKMC
+3.63%
Winner
WTAI
+34.45%
1Y
BKMC
+14.61%
Winner
WTAI
+64.16%
5Y(CAGR)
BKMC
+7.63%
Winner
WTAI
+11.97%
Max(CAGR)
Winner
BKMC
+15.28%
WTAI
+11.97%
BKMC vs WTAI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | WTAI |
|---|---|---|
| 2026 | +9.41% | +38.05% |
| 2025 | +8.88% | +34.09% |
| 2024 | +14.54% | +10.20% |
| 2023 | +17.86% | +47.35% |
| 2022 | -15.69% | -42.97% |
| 2021 | +25.81% | -0.83% |
| 2020 | +45.92% | N/A |
BKMC vs WTAI Drawdown Comparison
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for WTAI was -45.92%, occurring on Oct 14, 2022. Recovery took 891 trading sessions.
The current BKMC drawdown is -2.98%. The current WTAI drawdown is -15.57%.
| Rank | BKMC | WTAI |
|---|---|---|
| #1 | -25.04% Nov 16, 2021 - Feb 27, 2024 | -45.92% Dec 27, 2021 - Jul 17, 2025 |
| #2 | -23.68% Nov 25, 2024 - Sep 8, 2025 | -18.28% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -15.42% Nov 3, 2025 - Apr 13, 2026 |
| #4 | -9.55% Jun 8, 2020 - Aug 3, 2020 | -12.30% Jun 2, 2026 - Jun 18, 2026 |
| #5 | -7.77% Mar 28, 2024 - Jul 16, 2024 | -5.13% May 14, 2026 - May 21, 2026 |
| #6 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -4.64% Dec 9, 2021 - Dec 23, 2021 |
| #7 | -7.45% Sep 2, 2020 - Oct 8, 2020 | -4.60% Oct 9, 2025 - Oct 24, 2025 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -4.46% Jul 30, 2025 - Aug 12, 2025 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -4.05% Aug 13, 2025 - Aug 28, 2025 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -3.15% Apr 27, 2026 - May 1, 2026 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -3.12% May 11, 2026 - May 14, 2026 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -2.81% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -1.93% Sep 22, 2025 - Oct 2, 2025 |
| #14 | -4.55% Sep 2, 2021 - Oct 19, 2021 | -1.70% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -1.59% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between BKMC and WTAI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
BKMC vs WTAI dividend yield comparison.
| Year | BKMC | WTAI |
|---|---|---|
| 2026 | 0.75% | 0.00% |
| 2025 | 1.35% | 1.81% |
| 2024 | 1.54% | 0.19% |
| 2023 | 1.38% | 0.24% |
| 2022 | 1.63% | 0.22% |
| 2021 | 1.15% | 0.00% |
| 2020 | 0.86% | 0.00% |
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