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 +12.5% compared to +10.9%
BKMC vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKMC
$648M
Winner
XVV
$648M
Expense Ratio
Winner
BKMC
0.04%
XVV
0.08%
Max Drawdown
Winner
BKMC
26.22%
XVV
27.99%
Sharpe Ratio
BKMC
0.84
Winner
XVV
1.07
5Y Beta
Winner
BKMC
0.98
XVV
1.01
P/E Ratio
BKMC
29.07
Winner
XVV
25.82
Forward P/E
Winner
BKMC
16.63
XVV
20.56
PEG Ratio
BKMC
N/A
XVV
0.36
5Y Dividends CAGR
BKMC
11.75%
Winner
XVV
25.81%
5Y EPS CAGR
BKMC
13.72%
Winner
XVV
30.15%
Debt to Equity
BKMC
N/A
XVV
61.23%
P/S Ratio
Winner
BKMC
1.64
XVV
3.79
P/B Ratio
Winner
BKMC
2.79
XVV
5.79
BKMC vs XVV - Holdings Comparison
BKMC and XVV have 58 common holdings. Overlap is 1.03%
BKMC's top 25 holdings weight is 11.39%. XVV's top 25 holdings weight is 53.51%.
| Rank | BKMC | XVV |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 0.59% | NVIDIA CORP (NVDA) - 8.90% |
| #2 | TENET HEALTHCARE CORP (THC) - 0.57% | APPLE INC (AAPL) - 7.86% |
| #3 | COEUR MINING INC (CDE) - 0.54% | MICROSOFT CORP (MSFT) - 6.06% |
| #4 | GUARDANT HEALTH INC (GH) - 0.53% | AMAZON.COM INC (AMZN) - 4.39% |
| #5 | BURLINGTON STORES INC (BURL) - 0.52% | ALPHABET INC CLASS A (GOOGL) - 3.41% |
| #6 | ROKU INC CLASS A (ROKU) - 0.52% | BROADCOM INC (AVGO) - 2.90% |
| #7 | SNAP-ON INC (SNA) - 0.49% | ALPHABET INC CLASS C (GOOG) - 2.73% |
| #8 | CF INDUSTRIES HOLDINGS INC (CF) - 0.47% | META PLATFORMS INC CLASS A (META) - 2.02% |
| #9 | ITT INC (ITT) - 0.47% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | VIATRIS INC (VTRS) - 0.47% | ELI LILLY AND CO (LLY) - 1.71% |
| #11 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.46% | TESLA INC (TSLA) - 1.67% |
| #12 | OVINTIV INC (OVV) - 0.46% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #13 | EAST WEST BANCORP INC (EWBC) - 0.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% |
| #14 | LEIDOS HOLDINGS INC (LDOS) - 0.44% | VISA INC CLASS A (V) - 1.02% |
| #15 | NORDSON CORP (NDSN) - 0.44% | ABBVIE INC (ABBV) - 0.79% |
| #16 | JONES LANG LASALLE INC (JLL) - 0.44% | MASTERCARD INC CLASS A (MA) - 0.78% |
| #17 | PTC INC (PTC) - 0.44% | INTEL CORP (INTC) - 0.77% |
| #18 | TD SYNNEX CORP (SNX) - 0.44% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #19 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.44% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | JAMES HARDIE INDUSTRIES PLC (JHX) - 0.43% | BANK OF AMERICA CORP (BAC) - 0.70% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 0.36% | EATON CORP PLC (ETN) - 0.28% |
| #22 | DYNATRACE INC ORDINARY SHARES (DT) - 0.36% | BOOKING HOLDINGS INC (BKNG) - 0.28% |
| #23 | CARLISLE COMPANIES INC (CSL) - 0.36% | BLACKROCK INC (BLK) - 0.28% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 0.36% | WELLTOWER INC (WELL) - 0.28% |
| #25 | CACI INTERNATIONAL INC CLASS A (CACI) - 0.35% | TJX COMPANIES INC (TJX) - 0.27% |
| Total Holdings | 366 | 404 |
BKMC vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
BKMC
+2.66%
Winner
XVV
+4.30%
3M
Winner
BKMC
+3.68%
XVV
+2.64%
6M
BKMC
+7.47%
Winner
XVV
+11.51%
1Y
Winner
BKMC
+20.84%
XVV
+19.22%
5Y(CAGR)
BKMC
+10.88%
Winner
XVV
+12.46%
Max(CAGR)
Winner
BKMC
+18.91%
XVV
+16.99%
BKMC vs XVV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKMC | XVV |
|---|---|---|
| 2026 | +14.50% | +11.92% |
| 2025 | +11.97% | +17.90% |
| 2024 | +18.18% | +26.84% |
| 2023 | +21.41% | +30.13% |
| 2022 | -12.93% | -21.90% |
| 2021 | +28.87% | +31.27% |
| 2020 | +48.85% | +16.13% |
BKMC vs XVV Drawdown Comparison
The maximum drawdown for BKMC was -23.20%, occurring on Jun 16, 2022. Recovery took 522 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 -2.15%. The current XVV drawdown is -1.57%.
| Rank | BKMC | XVV |
|---|---|---|
| #1 | -23.20% Nov 16, 2021 - Dec 14, 2023 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -22.35% Nov 25, 2024 - Aug 13, 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 - Jul 29, 2020 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -7.68% Jul 16, 2024 - Aug 23, 2024 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -7.45% Sep 2, 2020 - Oct 7, 2020 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -7.25% Apr 1, 2024 - Jul 15, 2024 | -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 - Aug 3, 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 15, 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 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
BKMC vs XVV dividend yield comparison.
| Year | BKMC | XVV |
|---|---|---|
| 2026 | 2.19% | 0.43% |
| 2025 | 4.06% | 0.94% |
| 2024 | 4.62% | 1.05% |
| 2023 | 4.14% | 1.25% |
| 2022 | 4.89% | 1.57% |
| 2021 | 3.44% | 0.81% |
| 2020 | 2.59% | 0.31% |
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