BKSE vs FPFD

Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF).

5-Year PerformanceBKSE has outperformed FPFD, delivering a return of +7.1% compared to +1.7%

BKSE vs FPFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKSE(ETF)	FPFD(ETF)
Net Assets	$83M	$83M
Expense Ratio	0.04%	0.59%
Max Drawdown	29.83%	24.87%
Sharpe Ratio	1.50	0.66
5Y Beta	1.05	0.12
P/E Ratio	43.39	N/A
Forward P/E	15.50	N/A
5Y Dividends CAGR	13.27%	N/A
5Y EPS CAGR	9.38%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	2.29	N/A

Net Assets

BKSE

$83M

Winner

FPFD

$83M

Expense Ratio

Winner

BKSE

0.04%

FPFD

0.59%

Max Drawdown

BKSE

29.83%

Winner

FPFD

24.87%

Sharpe Ratio

Winner

BKSE

1.50

FPFD

0.66

5Y Beta

BKSE

1.05

Winner

FPFD

0.12

P/E Ratio

BKSE

43.39

FPFD

N/A

Forward P/E

BKSE

15.50

FPFD

N/A

5Y Dividends CAGR

BKSE

13.27%

FPFD

N/A

5Y EPS CAGR

BKSE

9.38%

FPFD

N/A

P/S Ratio

BKSE

1.52

FPFD

N/A

P/B Ratio

BKSE

2.29

FPFD

N/A

BKSE vs FPFD - Historical Returns

Returns include dividend reinvestment.

Period	BKSE	FPFD
1 month	+4.50%	-0.83%
3 months	+16.07%	+0.10%
6 months	+13.25%	+0.86%
1 year	+33.97%	+5.75%
5 years(CAGR)	+7.11%	+1.74%
Max(CAGR)	+16.68%	+1.74%

Winner

BKSE

+4.50%

FPFD

-0.83%

Winner

BKSE

+16.07%

FPFD

+0.10%

Winner

BKSE

+13.25%

FPFD

+0.86%

Winner

BKSE

+33.97%

FPFD

+5.75%

5Y(CAGR)

Winner

BKSE

+7.11%

FPFD

+1.74%

Max(CAGR)

Winner

BKSE

+16.68%

FPFD

+1.74%

BKSE vs FPFD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BKSE	FPFD
2026	+14.75%	+0.27%
2025	+13.13%	+5.80%
2024	+10.39%	+8.70%
2023	+22.93%	+10.43%
2022	-19.13%	-17.09%
2021	+18.29%	+1.89%
2020	+55.56%	N/A

BKSE vs FPFD Drawdown Comparison

The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.

The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.

The current FPFD drawdown is -1.20%.

Rank	BKSE	FPFD
#1	-29.09% Nov 8, 2021 - Jul 16, 2024	-20.83% Sep 17, 2021 - Sep 11, 2024
#2	-26.76% Nov 25, 2024 - Sep 11, 2025	-4.92% Oct 16, 2024 - Jul 1, 2025
#3	-11.49% Jun 8, 2020 - Aug 10, 2020	-2.75% Feb 20, 2026 - Mar 27, 2026
#4	-9.40% Feb 10, 2026 - Apr 16, 2026	-1.44% Oct 27, 2025 - Jan 9, 2026
#5	-9.14% Apr 29, 2020 - May 26, 2020	-1.06% Sep 19, 2025 - Oct 27, 2025
#6	-8.89% Jul 16, 2024 - Sep 19, 2024	-0.98% Sep 27, 2024 - Oct 16, 2024
#7	-8.80% Jun 8, 2021 - Nov 1, 2021	-0.73% Jul 10, 2025 - Jul 31, 2025
#8	-8.24% Sep 2, 2020 - Oct 7, 2020	-0.49% Aug 5, 2021 - Aug 30, 2021
#9	-7.61% Mar 15, 2021 - Apr 26, 2021	-0.37% Aug 22, 2025 - Sep 4, 2025
#10	-7.16% Oct 27, 2025 - Nov 28, 2025	-0.32% Jan 27, 2026 - Feb 10, 2026
#11	-6.10% Apr 28, 2021 - Jun 8, 2021	-0.32% Jan 16, 2026 - Jan 22, 2026
#12	-5.99% Oct 23, 2020 - Nov 5, 2020	-0.28% Jul 16, 2021 - Jul 30, 2021
#13	-5.55% Feb 24, 2021 - Mar 11, 2021	-0.18% Aug 5, 2025 - Aug 12, 2025
#14	-5.21% Apr 9, 2020 - Apr 28, 2020	-0.13% Sep 19, 2024 - Sep 27, 2024
#15	-4.58% Jan 20, 2021 - Feb 4, 2021	-0.12% Jul 8, 2021 - Jul 16, 2021