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BKSE vs SPY

Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BKSE, delivering a return of +12.4% compared to +8.6%

BKSE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BKSE
$87M
Winner
SPY
$781B
Expense Ratio
Winner
BKSE
0.04%
SPY
0.09%
Max Drawdown
Winner
BKSE
29.83%
SPY
56.47%
Sharpe Ratio
Winner
BKSE
1.46
SPY
1.22
5Y Beta
BKSE
1.04
Winner
SPY
1.00
P/E Ratio
BKSE
40.93
Winner
SPY
28.78
Forward P/E
Winner
BKSE
15.90
SPY
21.25
5Y Dividends CAGR
Winner
BKSE
9.12%
SPY
6.00%
5Y EPS CAGR
BKSE
9.95%
Winner
SPY
25.62%
Debt to Equity
BKSE
N/A
SPY
31.92%
P/S Ratio
Winner
BKSE
1.48
SPY
3.76
P/B Ratio
Winner
BKSE
2.35
SPY
5.64

BKSE vs SPY - Holdings Comparison

BKSE and SPY have 1 common holdings. Overlap is 0.00%

BKSE's top 25 holdings weight is 8.28%. SPY's top 25 holdings weight is 51.74%.

RankBKSESPY
#1
HUT 8 CORP (HUT) - 0.43%
NVIDIA CORP (NVDA) - 7.89%
#2
JFROG LTD ORDINARY SHARES (FROG) - 0.39%
APPLE INC (AAPL) - 7.37%
#3
THE TIMKEN CO (TKR) - 0.38%
MICROSOFT CORP (MSFT) - 4.50%
#4
CORCEPT THERAPEUTICS INC (CORT) - 0.36%
AMAZON.COM INC (AMZN) - 3.82%
#5
GLAUKOS CORP (GKOS) - 0.36%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TG THERAPEUTICS INC (TGTX) - 0.35%
BROADCOM INC (AVGO) - 2.86%
#7
CRINETICS PHARMACEUTICALS INC (CRNX) - 0.35%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
COMPASS INC CLASS A (COMP) - 0.35%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ALKERMES PLC (ALKS) - 0.35%
TESLA INC (TSLA) - 1.70%
#10
ETSY INC (ETSY) - 0.34%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
RALLIANT CORP (RAL) - 0.33%
ELI LILLY AND CO (LLY) - 1.40%
#13
HEXCEL CORP (HXL) - 0.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
STONEX GROUP INC (SNEX) - 0.33%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
BRINKER INTERNATIONAL INC (EAT) - 0.33%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
AVANTOR INC (AVTR) - 0.33%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
LANDSTAR SYSTEM INC (LSTR) - 0.32%
VISA INC CLASS A (V) - 0.90%
#18
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.32%
WALMART INC (WMT) - 0.76%
#19
TEREX CORP (TEX) - 0.32%
INTEL CORP (INTC) - 0.75%
#20
THE HANOVER INSURANCE GROUP INC (THG) - 0.32%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SENTINELONE INC CLASS A (S) - 0.27%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
LYFT INC CLASS A (LYFT) - 0.27%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MATSON INC (MATX) - 0.27%
ABBVIE INC (ABBV) - 0.66%
#24
MACERICH CO (MAC) - 0.27%
CATERPILLAR INC (CAT) - 0.65%
#25
PORTLAND GENERAL ELECTRIC CO (POR) - 0.27%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings560505

BKSE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKSE
+1.39%
SPY
+0.63%
3M
Winner
BKSE
+6.97%
SPY
+4.46%
6M
Winner
BKSE
+10.66%
SPY
+7.67%
1Y
Winner
BKSE
+28.08%
SPY
+17.68%
5Y(CAGR)
BKSE
+8.58%
Winner
SPY
+12.42%
10Y(CAGR)
BKSE
N/A
SPY
+14.84%
Max(CAGR)
Winner
BKSE
+16.66%
SPY
+8.44%

BKSE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBKSESPY
2026+16.67%+8.63%
2025+13.13%+18.00%
2024+10.39%+25.59%
2023+22.93%+26.72%
2022-19.13%-18.64%
2021+18.29%+30.52%
2020+55.56%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BKSE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BKSE drawdown is -1.64%. The current SPY drawdown is -2.57%.

RankBKSESPY
#1-29.09%
Nov 8, 2021 - Jul 16, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.76%
Nov 25, 2024 - Sep 11, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.49%
Jun 8, 2020 - Aug 10, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.40%
Feb 10, 2026 - Apr 16, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.14%
Apr 29, 2020 - May 26, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.89%
Jul 16, 2024 - Sep 19, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.80%
Jun 8, 2021 - Nov 1, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.24%
Sep 2, 2020 - Oct 7, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.61%
Mar 15, 2021 - Apr 26, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.16%
Oct 27, 2025 - Nov 28, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.10%
Apr 28, 2021 - Jun 8, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.99%
Oct 23, 2020 - Nov 5, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.55%
Feb 24, 2021 - Mar 11, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.21%
Apr 9, 2020 - Apr 28, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.58%
Jan 20, 2021 - Feb 4, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BKSE and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

BKSE vs SPY dividend yield comparison.

YearBKSESPY
20260.58%0.50%
20251.26%1.07%
20241.55%1.21%
20231.38%1.40%
20221.50%1.65%
20211.17%1.20%
20200.82%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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