FDN vs BKLC

Comparison between FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF) and BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF).

5-Year PerformanceBKLC has outperformed FDN, delivering a return of +13.8% compared to +3.1%

FDN vs BKLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDN(ETF)	BKLC(ETF)
Net Assets	$5.40B	$5.40B
Expense Ratio	0.49%	N/A
Max Drawdown	61.61%	27.20%
Sharpe Ratio	0.16	1.63
5Y Beta	1.16	0.98
P/E Ratio	40.29	29.90
Forward P/E	25.64	21.71
5Y Dividends CAGR	N/A	17.31%
5Y EPS CAGR	24.75%	29.16%
Debt to Equity	33.72%	45.80%
P/S Ratio	5.78	3.83
P/B Ratio	8.05	5.81

Net Assets

FDN

$5.40B

BKLC

$5.40B

Expense Ratio

FDN

0.49%

BKLC

N/A

Max Drawdown

FDN

61.61%

Winner

BKLC

27.20%

Sharpe Ratio

FDN

0.16

Winner

BKLC

1.63

5Y Beta

FDN

1.16

Winner

BKLC

0.98

P/E Ratio

FDN

40.29

Winner

BKLC

29.90

Forward P/E

FDN

25.64

Winner

BKLC

21.71

5Y Dividends CAGR

FDN

N/A

BKLC

17.31%

5Y EPS CAGR

FDN

24.75%

Winner

BKLC

29.16%

Debt to Equity

Winner

FDN

33.72%

BKLC

45.80%

P/S Ratio

FDN

5.78

Winner

BKLC

3.83

P/B Ratio

FDN

8.05

Winner

BKLC

5.81

FDN vs BKLC - Holdings Comparison

FDN and BKLC have 28 common holdings. Overlap is 14.16%

FDN's top 25 holdings weight is 90.93%. BKLC's top 25 holdings weight is 49.55%.

Rank	FDN	BKLC
#1	AMAZON.COM INC (AMZN) - 10.32%	NVIDIA CORP (NVDA) - 7.87%
#2	CISCO SYSTEMS INC (CSCO) - 9.15%	APPLE INC (AAPL) - 6.82%
#3	META PLATFORMS INC CLASS A (META) - 7.81%	MICROSOFT CORP (MSFT) - 4.89%
#4	NETFLIX INC (NFLX) - 6.37%	AMAZON.COM INC (AMZN) - 3.72%
#5	ALPHABET INC CLASS A (GOOGL) - 5.57%	BROADCOM INC (AVGO) - 3.38%
#6	ARISTA NETWORKS INC (ANET) - 4.88%	ALPHABET INC CLASS A (GOOGL) - 3.19%
#7	ALPHABET INC CLASS C (GOOG) - 4.43%	ALPHABET INC CLASS C (GOOG) - 2.75%
#8	SALESFORCE INC (CRM) - 3.98%	TESLA INC (TSLA) - 2.14%
#9	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.86%	META PLATFORMS INC CLASS A (META) - 1.98%
#10	CIENA CORP (CIEN) - 3.81%	MICRON TECHNOLOGY INC (MU) - 1.81%
#11	DATADOG INC CLASS A (DDOG) - 3.81%	ELI LILLY AND CO (LLY) - 1.36%
#12	CLOUDFLARE INC (NET) - 3.73%	ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#13	BOOKING HOLDINGS INC (BKNG) - 3.72%	JPMORGAN CHASE & CO (JPM) - 1.23%
#14	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.53%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.99%
#15	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.46%	EXXON MOBIL CORP (XOM) - 0.94%
#16	EBAY INC (EBAY) - 2.12%	VISA INC CLASS A (V) - 0.81%
#17	CARVANA CO CLASS A (CVNA) - 2.00%	JOHNSON & JOHNSON (JNJ) - 0.81%
#18	PAYPAL HOLDINGS INC (PYPL) - 1.77%	CISCO SYSTEMS INC (CSCO) - 0.77%
#19	WORKDAY INC CLASS A (WDAY) - 1.37%	WALMART INC (WMT) - 0.74%
#20	ZOOM COMMUNICATIONS INC (ZM) - 1.28%	INTEL CORP (INTC) - 0.72%
#21	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.28%	NEXTERA ENERGY INC (NEE) - 0.27%
#22	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 1.24%	AMPHENOL CORP CLASS A (APH) - 0.27%
#23	COPART INC (CPRT) - 1.19%	SALESFORCE INC (CRM) - 0.27%
#24	VEEVA SYSTEMS INC CLASS A (VEEV) - 1.19%	THERMO FISHER SCIENTIFIC INC (TMO) - 0.27%
#25	VERISIGN INC (VRSN) - 1.06%	THE WALT DISNEY CO (DIS) - 0.27%
Total Holdings	44	468

FDN vs BKLC - Historical Returns

Returns include dividend reinvestment.

Period	FDN	BKLC
1 month	+0.01%	+0.16%
3 months	+8.33%	+9.25%
6 months	-2.11%	+8.51%
1 year	+2.76%	+24.40%
5 years(CAGR)	+3.07%	+13.83%
10 years(CAGR)	+13.81%	N/A
Max(CAGR)	+13.75%	+19.01%

FDN

+0.01%

Winner

BKLC

+0.16%

FDN

+8.33%

Winner

BKLC

+9.25%

FDN

-2.11%

Winner

BKLC

+8.51%

FDN

+2.76%

Winner

BKLC

+24.40%

5Y(CAGR)

FDN

+3.07%

Winner

BKLC

+13.83%

10Y(CAGR)

FDN

+13.81%

BKLC

N/A

Max(CAGR)

FDN

+13.75%

Winner

BKLC

+19.01%

FDN vs BKLC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FDN	BKLC
2026	+0.78%	+8.19%
2025	+10.46%	+18.27%
2024	+33.48%	+26.40%
2023	+51.11%	+31.33%
2022	-45.62%	-21.04%
2021	+7.57%	+29.05%
2020	+50.08%	+37.37%
2019	+18.43%	N/A
2018	+5.03%	N/A
2017	+36.01%	N/A
2016	+10.37%	N/A
2015	+21.81%	N/A
2014	+3.41%	N/A
2013	+49.05%	N/A
2012	+18.45%	N/A
2011	-7.41%	N/A
2010	+34.32%	N/A
2009	+73.19%	N/A
2008	-43.41%	N/A
2007	+12.69%	N/A
2006	+10.03%	N/A

FDN vs BKLC Drawdown Comparison

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.

The current FDN drawdown is -7.64%. The current BKLC drawdown is -3.00%.

Rank	FDN	BKLC
#1	-61.55% Oct 12, 2007 - Apr 14, 2010	-26.15% Dec 27, 2021 - Dec 12, 2023
#2	-53.97% Sep 7, 2021 - Dec 4, 2024	-19.05% Feb 19, 2025 - Jun 26, 2025
#3	-30.53% Feb 20, 2020 - May 8, 2020	-10.03% Sep 2, 2020 - Nov 24, 2020
#4	-27.39% Jul 25, 2018 - Apr 26, 2019	-9.10% Jan 28, 2026 - Apr 15, 2026
#5	-26.04% Jul 7, 2011 - Sep 13, 2012	-8.42% Jul 16, 2024 - Sep 19, 2024
#6	-25.79% Dec 1, 2015 - Jul 28, 2016	-6.15% Jun 8, 2020 - Jul 10, 2020
#7	-24.98% Feb 14, 2025 - Jun 27, 2025	-5.59% Sep 3, 2021 - Oct 21, 2021
#8	-21.31% Sep 19, 2025 - Jun 1, 2026	-5.38% Mar 27, 2024 - May 14, 2024
#9	-19.49% Mar 5, 2014 - Feb 19, 2015	-5.32% Feb 16, 2021 - Mar 31, 2021
#10	-16.26% Apr 15, 2010 - Sep 13, 2010	-5.31% Oct 29, 2025 - Dec 11, 2025
#11	-15.09% Feb 12, 2021 - Jun 24, 2021	-4.56% Apr 17, 2020 - Apr 27, 2020
#12	-14.41% Jul 26, 2019 - Feb 12, 2020	-4.37% Dec 6, 2024 - Jan 22, 2025
#13	-14.23% Jul 17, 2007 - Oct 5, 2007	-4.12% Nov 18, 2021 - Dec 23, 2021
#14	-12.87% Sep 2, 2020 - Nov 27, 2020	-4.08% May 7, 2021 - Jun 10, 2021
#15	-12.85% Aug 5, 2015 - Oct 23, 2015	-3.64% May 11, 2020 - May 18, 2020