BKSE vs SOCL

Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and GLOBAL X SOCIAL MEDIA ETF (SOCL, ETF).

5-Year PerformanceBKSE has outperformed SOCL, delivering a return of +8.6% compared to -8.4%

BKSE vs SOCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKSE(ETF)	SOCL(ETF)
Net Assets	$87M	$87M
Expense Ratio	0.04%	0.65%
Max Drawdown	29.83%	68.81%
Sharpe Ratio	1.46	-0.82
5Y Beta	1.04	1.07
P/E Ratio	40.93	33.62
Forward P/E	15.90	17.66
5Y Dividends CAGR	9.12%	N/A
5Y EPS CAGR	9.95%	N/A
Debt to Equity	N/A	73.22%
P/S Ratio	1.48	1.19
P/B Ratio	2.35	3.42

Net Assets

BKSE

$87M

SOCL

$87M

Expense Ratio

Winner

BKSE

0.04%

SOCL

0.65%

Max Drawdown

Winner

BKSE

29.83%

SOCL

68.81%

Sharpe Ratio

Winner

BKSE

1.46

SOCL

-0.82

5Y Beta

Winner

BKSE

1.04

SOCL

1.07

P/E Ratio

BKSE

40.93

Winner

SOCL

33.62

Forward P/E

Winner

BKSE

15.90

SOCL

17.66

5Y Dividends CAGR

BKSE

9.12%

SOCL

N/A

5Y EPS CAGR

BKSE

9.95%

SOCL

N/A

Debt to Equity

BKSE

N/A

SOCL

73.22%

P/S Ratio

BKSE

1.48

Winner

SOCL

1.19

P/B Ratio

Winner

BKSE

2.35

SOCL

3.42

BKSE vs SOCL - Holdings Comparison

BKSE and SOCL have 5 common holdings. Overlap is 0.24%

BKSE's top 25 holdings weight is 8.28%. SOCL's top 25 holdings weight is 95.47%.

Rank	BKSE	SOCL
#1	HUT 8 CORP (HUT) - 0.43%	REDDIT INC CLASS A SHARES (RDDT) - 12.07%
#2	JFROG LTD ORDINARY SHARES (FROG) - 0.39%	META PLATFORMS INC CLASS A (META) - 10.20%
#3	THE TIMKEN CO (TKR) - 0.38%	TENCENT HOLDINGS LTD (n/a) - 9.20%
#4	CORCEPT THERAPEUTICS INC (CORT) - 0.36%	NAVER CORP (n/a) - 7.74%
#5	GLAUKOS CORP (GKOS) - 0.36%	KUAISHOU TECHNOLOGY ORDINARY SHARES CLASS B (n/a) - 6.99%
#6	TG THERAPEUTICS INC (TGTX) - 0.35%	PINTEREST INC CLASS A (PINS) - 5.51%
#7	CRINETICS PHARMACEUTICALS INC (CRNX) - 0.35%	NETEASE INC ADR (NTES) - 5.38%
#8	COMPASS INC CLASS A (COMP) - 0.35%	ALPHABET INC CLASS A (GOOGL) - 5.31%
#9	ALKERMES PLC (ALKS) - 0.35%	SPOTIFY TECHNOLOGY SA (SPOT) - 4.49%
#10	ETSY INC (ETSY) - 0.34%	BAIDU INC ADR (BIDU) - 4.35%
#11	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34%	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 3.90%
#12	RALLIANT CORP (RAL) - 0.33%	KAKAO CORP (n/a) - 3.05%
#13	HEXCEL CORP (HXL) - 0.33%	BILIBILI INC ADR (BILI) - 2.58%
#14	STONEX GROUP INC (SNEX) - 0.33%	SNAP INC CLASS A (SNAP) - 2.26%
#15	BRINKER INTERNATIONAL INC (EAT) - 0.33%	TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 2.19%
#16	AVANTOR INC (AVTR) - 0.33%	LIFE360 INC CHESS DEPOSITORY INTEREST (n/a) - 1.78%
#17	LANDSTAR SYSTEM INC (LSTR) - 0.32%	NEXON CO LTD (n/a) - 1.59%
#18	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.32%	PEOPLE INC ORDINARY SHARES NEW (PPLI) - 1.26%
#19	TEREX CORP (TEX) - 0.32%	KAKAKU.COM INC (n/a) - 1.19%
#20	THE HANOVER INSURANCE GROUP INC (THG) - 0.32%	UNITED INTERNET AG (n/a) - 0.97%
#21	SENTINELONE INC CLASS A (S) - 0.27%	JOYY INC ADR (JOYY) - 0.86%
#22	LYFT INC CLASS A (LYFT) - 0.27%	MEITU INC REGISTERED SHS UNITARY 144A/REG S (n/a) - 0.79%
#23	MATSON INC (MATX) - 0.27%	YELP INC (YELP) - 0.64%
#24	MACERICH CO (MAC) - 0.27%	TRUMP MEDIA & TECHNOLOGY GROUP CORP (DJT) - 0.63%
#25	PORTLAND GENERAL ELECTRIC CO (POR) - 0.27%	TRUSTPILOT GROUP PLC (n/a) - 0.54%
Total Holdings	560	49

BKSE vs SOCL - Historical Returns

Returns include dividend reinvestment.

Period	BKSE	SOCL
1 month	+1.39%	+4.16%
3 months	+6.97%	-3.28%
6 months	+10.66%	-23.02%
1 year	+28.08%	-19.37%
5 years(CAGR)	+8.58%	-8.39%
10 years(CAGR)	N/A	+7.80%
Max(CAGR)	+16.66%	+8.05%

BKSE

+1.39%

Winner

SOCL

+4.16%

Winner

BKSE

+6.97%

SOCL

-3.28%

Winner

BKSE

+10.66%

SOCL

-23.02%

Winner

BKSE

+28.08%

SOCL

-19.37%

5Y(CAGR)

Winner

BKSE

+8.58%

SOCL

-8.39%

10Y(CAGR)

BKSE

N/A

SOCL

+7.80%

Max(CAGR)

Winner

BKSE

+16.66%

SOCL

+8.05%

BKSE vs SOCL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BKSE	SOCL
2026	+16.67%	-21.64%
2025	+13.13%	+30.05%
2024	+10.39%	+7.13%
2023	+22.93%	+27.75%
2022	-19.13%	-42.44%
2021	+18.29%	-13.35%
2020	+55.56%	+73.88%
2019	N/A	+25.33%
2018	N/A	-19.07%
2017	N/A	+53.24%
2016	N/A	+12.22%
2015	N/A	+9.54%
2014	N/A	-15.16%
2013	N/A	+60.88%
2012	N/A	-1.80%
2011	N/A	-12.02%

BKSE vs SOCL Drawdown Comparison

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

The maximum drawdown for SOCL was -68.70%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current BKSE drawdown is -1.64%. The current SOCL drawdown is -42.12%.

Rank	BKSE	SOCL
#1	-29.09% Nov 8, 2021 - Jul 16, 2024	-68.70% Feb 16, 2021 - Nov 3, 2022
#2	-26.76% Nov 25, 2024 - Sep 11, 2025	-34.99% Mar 12, 2018 - Jun 1, 2020
#3	-11.49% Jun 8, 2020 - Aug 10, 2020	-30.71% Mar 6, 2014 - Aug 9, 2016
#4	-9.40% Feb 10, 2026 - Apr 16, 2026	-25.94% Feb 13, 2012 - Jul 17, 2013
#5	-9.14% Apr 29, 2020 - May 26, 2020	-15.82% Oct 5, 2016 - Apr 25, 2017
#6	-8.89% Jul 16, 2024 - Sep 19, 2024	-15.58% Nov 15, 2011 - Feb 3, 2012
#7	-8.80% Jun 8, 2021 - Nov 1, 2021	-10.38% Oct 18, 2013 - Dec 10, 2013
#8	-8.24% Sep 2, 2020 - Oct 7, 2020	-9.15% Sep 2, 2020 - Oct 21, 2020
#9	-7.61% Mar 15, 2021 - Apr 26, 2021	-8.91% Jan 15, 2014 - Feb 18, 2014
#10	-7.16% Oct 27, 2025 - Nov 28, 2025	-7.70% Nov 24, 2017 - Jan 3, 2018
#11	-6.10% Apr 28, 2021 - Jun 8, 2021	-7.68% Sep 19, 2013 - Oct 18, 2013
#12	-5.99% Oct 23, 2020 - Nov 5, 2020	-6.58% Feb 1, 2018 - Feb 14, 2018
#13	-5.55% Feb 24, 2021 - Mar 11, 2021	-6.02% Nov 6, 2020 - Nov 25, 2020
#14	-5.21% Apr 9, 2020 - Apr 28, 2020	-5.58% Oct 29, 2020 - Nov 5, 2020
#15	-4.58% Jan 20, 2021 - Feb 4, 2021	-5.20% Jul 10, 2020 - Aug 3, 2020

Correlation

Correlation between BKSE and SOCL is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2012 - 2026)

BKSE vs SOCL dividend yield comparison.

Year	BKSE	SOCL
2026	0.58%	0.20%
2025	1.26%	0.43%
2024	1.55%	0.25%
2023	1.38%	0.61%
2022	1.50%	0.39%
2021	1.17%	0.00%
2020	0.82%	0.00%
2017	0.00%	1.49%
2016	0.00%	0.18%
2015	0.00%	0.01%
2014	0.00%	0.05%
2013	0.00%	0.00%
2012	0.00%	0.84%