BKMC vs XVV
Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
5-Year PerformanceXVV has outperformed BKMC, delivering a return of +13.1% compared to +8.0%
BKMC vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKMC
$652M
Winner
XVV
$653M
Expense Ratio
Winner
BKMC
0.04%
XVV
0.08%
Max Drawdown
Winner
BKMC
26.22%
XVV
27.99%
Sharpe Ratio
BKMC
1.13
Winner
XVV
1.35
5Y Beta
Winner
BKMC
0.98
XVV
1.02
P/E Ratio
BKMC
33.08
Winner
XVV
27.75
Forward P/E
Winner
BKMC
16.98
XVV
22.20
5Y Dividends CAGR
BKMC
17.61%
Winner
XVV
25.81%
5Y EPS CAGR
BKMC
10.42%
Winner
XVV
26.76%
Debt to Equity
BKMC
N/A
XVV
27.43%
P/S Ratio
Winner
BKMC
1.73
XVV
3.82
P/B Ratio
Winner
BKMC
2.75
XVV
5.73
BKMC vs XVV - Holdings Comparison
BKMC and XVV have 57 common holdings. Overlap is 1.01%
BKMC's top 25 holdings weight is 12.98%. XVV's top 25 holdings weight is 56.00%.
| Rank | BKMC | XVV |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 0.75% | NVIDIA CORP (NVDA) - 8.91% |
| #2 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.70% | APPLE INC (AAPL) - 7.78% |
| #3 | NVENT ELECTRIC PLC (NVT) - 0.67% | MICROSOFT CORP (MSFT) - 5.37% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 0.64% | AMAZON.COM INC (AMZN) - 4.21% |
| #5 | ATI INC (ATI) - 0.63% | ALPHABET INC CLASS A (GOOGL) - 3.74% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.63% | BROADCOM INC (AVGO) - 3.30% |
| #7 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% | ALPHABET INC CLASS C (GOOG) - 3.00% |
| #8 | F5 INC (FFIV) - 0.57% | META PLATFORMS INC CLASS A (META) - 2.25% |
| #9 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.55% | TESLA INC (TSLA) - 2.02% |
| #10 | OKTA INC CLASS A (OKTA) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #11 | BURLINGTON STORES INC (BURL) - 0.51% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | US FOODS HOLDING CORP (USFD) - 0.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% |
| #13 | IONQ INC CLASS A (IONQ) - 0.51% | JPMORGAN CHASE & CO (JPM) - 1.47% |
| #14 | SNAP-ON INC (SNA) - 0.51% | VISA INC CLASS A (V) - 0.94% |
| #15 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.50% | INTEL CORP (INTC) - 0.91% |
| #16 | TD SYNNEX CORP (SNX) - 0.50% | CISCO SYSTEMS INC (CSCO) - 0.86% |
| #17 | MKS INC (MKSI) - 0.50% | COSTCO WHOLESALE CORP (COST) - 0.76% |
| #18 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% | CATERPILLAR INC (CAT) - 0.75% |
| #19 | RBC BEARINGS INC (RBC) - 0.47% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #20 | ALCOA CORP (AA) - 0.47% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #21 | DICK'S SPORTING GOODS INC (DKS) - 0.36% | MASTERCARD INC CLASS A (MA) - 0.69% |
| #22 | MUELLER INDUSTRIES INC (MLI) - 0.36% | ABBVIE INC (ABBV) - 0.69% |
| #23 | IES HOLDINGS INC (IESC) - 0.36% | UNITEDHEALTH GROUP INC (UNH) - 0.65% |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.36% | ORACLE CORP (ORCL) - 0.63% |
| #25 | JAMES HARDIE INDUSTRIES PLC (JHX) - 0.35% | BANK OF AMERICA CORP (BAC) - 0.62% |
| Total Holdings | 367 | 444 |
BKMC vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKMC
+3.62%
XVV
+0.02%
3M
BKMC
+8.10%
Winner
XVV
+10.87%
6M
Winner
BKMC
+10.99%
XVV
+9.29%
1Y
BKMC
+23.16%
Winner
XVV
+23.99%
5Y(CAGR)
BKMC
+8.01%
Winner
XVV
+13.08%
Max(CAGR)
BKMC
+15.55%
Winner
XVV
+16.74%
BKMC vs XVV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | XVV |
|---|---|---|
| 2026 | +9.45% | +7.33% |
| 2025 | +8.88% | +17.90% |
| 2024 | +14.54% | +26.84% |
| 2023 | +17.86% | +30.13% |
| 2022 | -15.69% | -21.90% |
| 2021 | +25.81% | +31.27% |
| 2020 | +45.92% | +16.13% |
BKMC vs XVV Drawdown Comparison
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current BKMC drawdown is -1.68%. The current XVV drawdown is -2.79%.
| Rank | BKMC | XVV |
|---|---|---|
| #1 | -25.04% Nov 16, 2021 - Feb 27, 2024 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -23.68% Nov 25, 2024 - Sep 8, 2025 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -9.82% Feb 26, 2026 - Apr 17, 2026 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -9.55% Jun 8, 2020 - Aug 3, 2020 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -7.77% Mar 28, 2024 - Jul 16, 2024 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -7.45% Sep 2, 2020 - Oct 8, 2020 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -6.43% Oct 27, 2025 - Dec 4, 2025 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -6.36% Apr 29, 2020 - May 20, 2020 | -4.67% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -6.19% Oct 12, 2020 - Nov 5, 2020 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -5.02% Feb 24, 2021 - Mar 11, 2021 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -4.68% Apr 17, 2020 - Apr 28, 2020 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #13 | -4.59% Jan 20, 2021 - Feb 5, 2021 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #14 | -4.55% Sep 2, 2021 - Oct 19, 2021 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -4.49% Aug 30, 2024 - Sep 17, 2024 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between BKMC and XVV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
BKMC vs XVV dividend yield comparison.
| Year | BKMC | XVV |
|---|---|---|
| 2026 | 0.44% | 0.45% |
| 2025 | 1.35% | 0.94% |
| 2024 | 1.54% | 1.05% |
| 2023 | 1.38% | 1.25% |
| 2022 | 1.63% | 1.57% |
| 2021 | 1.15% | 0.81% |
| 2020 | 0.86% | 0.31% |
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