BKSE vs LODI
Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
BKSE vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKSE
$83M
LODI
$83M
Expense Ratio
Winner
BKSE
0.04%
LODI
0.15%
Max Drawdown
BKSE
29.83%
Winner
LODI
1.44%
Sharpe Ratio
Winner
BKSE
1.50
LODI
0.81
5Y Beta
BKSE
1.05
Winner
LODI
0.00
P/E Ratio
BKSE
43.39
LODI
N/A
Forward P/E
BKSE
15.50
LODI
N/A
5Y Dividends CAGR
BKSE
13.27%
LODI
N/A
5Y EPS CAGR
BKSE
9.38%
LODI
N/A
P/S Ratio
BKSE
1.52
LODI
N/A
P/B Ratio
BKSE
2.29
LODI
N/A
BKSE vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKSE
+4.50%
LODI
+0.42%
3M
Winner
BKSE
+16.07%
LODI
+1.04%
6M
Winner
BKSE
+13.25%
LODI
+2.30%
1Y
Winner
BKSE
+33.97%
LODI
+5.66%
5Y(CAGR)
BKSE
+7.11%
LODI
N/A
Max(CAGR)
Winner
BKSE
+16.68%
LODI
+5.41%
BKSE vs LODI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKSE | LODI |
|---|---|---|
| 2026 | +14.75% | +1.91% |
| 2025 | +13.13% | +6.22% |
| 2024 | +10.39% | +0.26% |
| 2023 | +22.93% | N/A |
| 2022 | -19.13% | N/A |
| 2021 | +18.29% | N/A |
| 2020 | +55.56% | N/A |
BKSE vs LODI Drawdown Comparison
The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
| Rank | BKSE | LODI |
|---|---|---|
| #1 | -29.09% Nov 8, 2021 - Jul 16, 2024 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -26.76% Nov 25, 2024 - Sep 11, 2025 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -11.49% Jun 8, 2020 - Aug 10, 2020 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -9.40% Feb 10, 2026 - Apr 16, 2026 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -9.14% Apr 29, 2020 - May 26, 2020 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -8.89% Jul 16, 2024 - Sep 19, 2024 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -8.80% Jun 8, 2021 - Nov 1, 2021 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -8.24% Sep 2, 2020 - Oct 7, 2020 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -7.61% Mar 15, 2021 - Apr 26, 2021 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -7.16% Oct 27, 2025 - Nov 28, 2025 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -6.10% Apr 28, 2021 - Jun 8, 2021 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -5.99% Oct 23, 2020 - Nov 5, 2020 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -5.55% Feb 24, 2021 - Mar 11, 2021 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -5.21% Apr 9, 2020 - Apr 28, 2020 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -4.58% Jan 20, 2021 - Feb 4, 2021 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between BKSE and LODI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
BKSE vs LODI dividend yield comparison.
| Year | BKSE | LODI |
|---|---|---|
| 2026 | 0.26% | 2.02% |
| 2025 | 1.26% | 5.11% |
| 2024 | 1.55% | 0.38% |
| 2023 | 1.38% | 0.00% |
| 2022 | 1.50% | 0.00% |
| 2021 | 1.17% | 0.00% |
| 2020 | 0.82% | 0.00% |
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