IQM vs BKCG
Comparison between FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF) and BNY MELLON CONCENTRATED GROWTH ETF (BKCG, ETF).
IQM vs BKCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQM
$118M
BKCG
$117M
Expense Ratio
IQM
0.50%
BKCG
0.50%
Max Drawdown
IQM
45.01%
Winner
BKCG
12.12%
Sharpe Ratio
Winner
IQM
1.07
BKCG
0.39
5Y Beta
IQM
1.69
Winner
BKCG
0.96
P/E Ratio
IQM
53.10
Winner
BKCG
29.54
Forward P/E
IQM
30.54
Winner
BKCG
23.94
PEG Ratio
Winner
IQM
0.35
BKCG
0.58
5Y EPS CAGR
Winner
IQM
34.53%
BKCG
31.73%
P/S Ratio
Winner
IQM
2.75
BKCG
4.48
P/B Ratio
IQM
14.24
Winner
BKCG
9.49
IQM vs BKCG - Holdings Comparison
IQM and BKCG have 6 common holdings. Overlap is 18.62%
IQM's top 25 holdings weight is 70.41%. BKCG's top 25 holdings weight is 96.19%.
| Rank | IQM | BKCG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.09% | NVIDIA CORP (NVDA) - 9.54% |
| #2 | n/a (TSM) - 6.09% | ALPHABET INC CLASS C (GOOG) - 7.81% |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.65% | AMAZON.COM INC (AMZN) - 7.34% |
| #4 | n/a (n/a) - 4.37% | MICROSOFT CORP (MSFT) - 5.44% |
| #5 | BROADCOM INC (AVGO) - 4.27% | APPLE INC (AAPL) - 5.26% |
| #6 | APPLE INC (AAPL) - 3.56% | ELI LILLY AND CO (LLY) - 4.93% |
| #7 | BLOOM ENERGY CORP CLASS A (BE) - 3.56% | ASML HOLDING NV ADR (ASML) - 4.09% |
| #8 | GE VERNOVA INC (GEV) - 3.55% | MASTERCARD INC CLASS A (MA) - 3.89% |
| #9 | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 3.10% | META PLATFORMS INC CLASS A (META) - 3.70% |
| #10 | TESLA INC (TSLA) - 2.79% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.61% |
| #11 | LAM RESEARCH CORP (LRCX) - 2.64% | DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT MONEY M (n/a) - 3.38% |
| #12 | TERADYNE INC (TER) - 2.55% | VISA INC CLASS A (V) - 3.36% |
| #13 | KLA CORP (KLAC) - 2.37% | TEXAS INSTRUMENTS INC (TXN) - 3.27% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.30% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.09% |
| #15 | ARISTA NETWORKS INC (ANET) - 2.01% | EATON CORP PLC (ETN) - 3.01% |
| #16 | QUANTA SERVICES INC (PWR) - 1.95% | BAE SYSTEMS PLC ADR (BAESY) - 3.00% |
| #17 | SK HYNIX INC (n/a) - 1.80% | BLACKSTONE INC (BX) - 2.99% |
| #18 | ROCKET LAB CORP (RKLB) - 1.69% | BLACKROCK INC (BLK) - 2.87% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.68% | BROADCOM INC (AVGO) - 2.68% |
| #20 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.55% | PROGRESSIVE CORP (PGR) - 2.52% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.47% | DEERE & CO (DE) - 2.48% |
| #22 | WESTERN DIGITAL CORP (WDC) - 1.42% | THE HOME DEPOT INC (HD) - 2.31% |
| #23 | TTM TECHNOLOGIES INC (TTMI) - 1.40% | ASTRAZENECA PLC (n/a) - 2.27% |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.33% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.87% |
| #25 | ASM INTERNATIONAL NV (n/a) - 1.22% | INTUIT INC (INTU) - 1.48% |
| Total Holdings | 80 | 29 |
IQM vs BKCG - Historical Returns
Returns include dividend reinvestment.
1M
IQM
-8.50%
Winner
BKCG
+1.97%
3M
Winner
IQM
+1.66%
BKCG
+1.37%
6M
Winner
IQM
+15.06%
BKCG
+0.99%
1Y
Winner
IQM
+38.89%
BKCG
+7.96%
5Y(CAGR)
IQM
+17.39%
BKCG
N/A
Max(CAGR)
Winner
IQM
+26.27%
BKCG
+16.18%
IQM vs BKCG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IQM | BKCG |
|---|---|---|
| 2026 | +21.17% | +2.66% |
| 2025 | +30.98% | +18.56% |
| 2024 | +34.91% | N/A |
| 2023 | +42.59% | N/A |
| 2022 | -33.76% | N/A |
| 2021 | +26.37% | N/A |
| 2020 | +78.48% | N/A |
IQM vs BKCG Drawdown Comparison
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for BKCG was -12.12%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.
The current IQM drawdown is -14.17%. The current BKCG drawdown is -3.35%.
| Rank | IQM | BKCG |
|---|---|---|
| #1 | -44.91% Nov 19, 2021 - Mar 1, 2024 | -12.12% Jan 28, 2026 - May 6, 2026 |
| #2 | -30.42% Jan 23, 2025 - Jun 24, 2025 | -11.59% Apr 2, 2025 - May 2, 2025 |
| #3 | -30.17% Mar 4, 2020 - May 8, 2020 | -6.35% May 14, 2026 - Jun 25, 2026 |
| #4 | -19.70% Feb 12, 2021 - Aug 3, 2021 | -4.83% Oct 28, 2025 - Dec 23, 2025 |
| #5 | -18.59% Jul 8, 2024 - Nov 8, 2024 | -3.64% Jan 12, 2026 - Jan 28, 2026 |
| #6 | -17.92% Jun 22, 2026 - Jul 17, 2026 | -3.08% Oct 6, 2025 - Oct 24, 2025 |
| #7 | -14.71% Oct 29, 2025 - Jan 16, 2026 | -2.43% Jul 25, 2025 - Sep 11, 2025 |
| #8 | -13.95% Feb 25, 2026 - Apr 10, 2026 | -2.39% Jun 10, 2025 - Jun 26, 2025 |
| #9 | -11.91% Sep 2, 2020 - Oct 12, 2020 | -1.98% May 19, 2025 - May 27, 2025 |
| #10 | -11.57% Mar 7, 2024 - May 21, 2024 | -1.73% Sep 22, 2025 - Oct 2, 2025 |
| #11 | -11.50% Jun 2, 2026 - Jun 18, 2026 | -1.12% May 2, 2025 - May 8, 2025 |
| #12 | -10.10% Jan 16, 2026 - Feb 25, 2026 | -1.09% Jul 3, 2025 - Jul 24, 2025 |
| #13 | -8.35% Sep 7, 2021 - Oct 25, 2021 | -0.91% Dec 26, 2025 - Jan 5, 2026 |
| #14 | -8.30% Oct 13, 2020 - Nov 5, 2020 | -0.49% Jun 30, 2025 - Jul 3, 2025 |
| #15 | -7.14% May 14, 2026 - May 26, 2026 | -0.35% May 6, 2026 - May 13, 2026 |
Correlation
Correlation between IQM and BKCG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2020 - 2026)
IQM vs BKCG dividend yield comparison.
| Year | IQM | BKCG |
|---|---|---|
| 2026 | 0.00% | 0.53% |
| 2025 | 0.00% | 0.45% |
| 2021 | 0.17% | 0.00% |
| 2020 | 0.01% | 0.00% |
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