STOX vs BKCI
Comparison between HORIZON CORE EQUITY ETF (STOX, ETF) and BNY MELLON CONCENTRATED INTERNATIONAL ETF (BKCI, ETF).
STOX vs BKCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STOX
$132M
Winner
BKCI
$132M
Expense Ratio
STOX
0.70%
Winner
BKCI
0.65%
Max Drawdown
Winner
STOX
9.33%
BKCI
31.03%
Sharpe Ratio
Winner
STOX
1.39
BKCI
0.13
5Y Beta
STOX
1.01
Winner
BKCI
0.70
P/E Ratio
STOX
26.43
BKCI
N/A
Forward P/E
STOX
21.64
BKCI
N/A
PEG Ratio
STOX
0.52
BKCI
N/A
5Y EPS CAGR
STOX
26.53%
BKCI
N/A
Debt to Equity
STOX
-0.48%
BKCI
N/A
P/S Ratio
STOX
3.44
BKCI
N/A
P/B Ratio
STOX
5.53
BKCI
N/A
STOX vs BKCI - Holdings Comparison
STOX and BKCI have 1 common holdings. Overlap is -0.23%
STOX's top 25 holdings weight is 56.09%. BKCI's top 25 holdings weight is 93.38%.
| Rank | STOX | BKCI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.65% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.89% |
| #2 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.63% | ASML HOLDING NV (n/a) - 6.32% |
| #3 | APPLE INC (AAPL) - 5.94% | AIA GROUP LTD (n/a) - 5.14% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.68% | TOTALENERGIES SE (TTE:XPAR) - 5.08% |
| #5 | MICROSOFT CORP (MSFT) - 4.78% | ALIMENTATION COUCHE-TARD INC (ANCTF) - 4.31% |
| #6 | BROADCOM INC (AVGO) - 3.25% | COMPASS GROUP PLC (n/a) - 4.20% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.58% | AIR LIQUIDE SA (n/a) - 4.08% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.04% | AMADEUS IT GROUP SA (n/a) - 4.05% |
| #9 | AMAZON.COM INC (AMZN) - 1.99% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.03% |
| #10 | ELI LILLY AND CO (LLY) - 1.72% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.92% |
| #11 | EXXON MOBIL CORP (XOM) - 1.45% | MERCK KGAA (n/a) - 3.70% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.40% | HOYA CORP (n/a) - 3.65% |
| #13 | WALMART INC (WMT) - 1.27% | SGS AG (n/a) - 3.40% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.17% | KEYENCE CORP (n/a) - 3.39% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.09% | L'OREAL SA (n/a) - 3.34% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.06% | DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT MONEY M (n/a) - 3.04% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.91% | SAP SE (n/a) - 3.01% |
| #18 | CHEVRON CORP (CVX) - 0.89% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 2.94% |
| #19 | TJX COMPANIES INC (TJX) - 0.85% | ALCON INC (ALC) - 2.93% |
| #20 | THE HOME DEPOT INC (HD) - 0.84% | LONZA GROUP LTD (n/a) - 2.93% |
| #21 | MCDONALD'S CORP (MCD) - 0.82% | SIKA AG (n/a) - 2.86% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.79% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.77% |
| #23 | COCA-COLA CO (KO) - 0.78% | EXPERIAN PLC (n/a) - 2.51% |
| #24 | MERCK & CO INC (MRK) - 0.77% | UNIVERSAL MUSIC GROUP NV (n/a) - 2.50% |
| #25 | JPMORGAN CHASE & CO (JPM) - 0.74% | COLOPLAST AS CLASS B (n/a) - 2.39% |
| Total Holdings | 167 | 33 |
STOX vs BKCI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STOX
+1.85%
BKCI
+1.17%
3M
Winner
STOX
+7.21%
BKCI
+2.03%
6M
Winner
STOX
+7.19%
BKCI
+3.04%
1Y
Winner
STOX
+20.97%
BKCI
+4.69%
5Y(CAGR)
STOX
N/A
BKCI
+1.15%
Max(CAGR)
Winner
STOX
+22.40%
BKCI
+1.15%
STOX vs BKCI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | STOX | BKCI |
|---|---|---|
| 2026 | +7.45% | +0.85% |
| 2025 | +12.56% | +10.22% |
| 2024 | N/A | -0.79% |
| 2023 | N/A | +17.08% |
| 2022 | N/A | -20.52% |
| 2021 | N/A | +0.38% |
STOX vs BKCI Drawdown Comparison
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The maximum drawdown for BKCI was -31.03%, occurring on Sep 27, 2022. Recovery took 545 trading sessions.
The current STOX drawdown is -2.48%. The current BKCI drawdown is -2.56%.
| Rank | STOX | BKCI |
|---|---|---|
| #1 | -9.33% Feb 2, 2026 - Apr 15, 2026 | -31.03% Jan 4, 2022 - Mar 7, 2024 |
| #2 | -5.03% Oct 29, 2025 - Dec 10, 2025 | -20.01% Sep 26, 2024 - Jan 12, 2026 |
| #3 | -3.06% Dec 11, 2025 - Dec 23, 2025 | -11.30% Feb 25, 2026 - Mar 27, 2026 |
| #4 | -2.71% Oct 8, 2025 - Oct 20, 2025 | -7.70% Mar 12, 2024 - Jun 5, 2024 |
| #5 | -2.63% Jan 12, 2026 - Jan 27, 2026 | -5.91% Jul 12, 2024 - Aug 21, 2024 |
| #6 | -2.48% Jun 2, 2026 - Jun 5, 2026 | -4.29% Aug 27, 2024 - Sep 26, 2024 |
| #7 | -1.93% Jul 30, 2025 - Aug 6, 2025 | -3.48% Jan 27, 2026 - Feb 25, 2026 |
| #8 | -1.85% May 14, 2026 - May 26, 2026 | -3.47% Jun 6, 2024 - Jul 12, 2024 |
| #9 | -1.52% Aug 14, 2025 - Aug 28, 2025 | -2.99% Dec 8, 2021 - Dec 27, 2021 |
| #10 | -1.35% Aug 28, 2025 - Sep 4, 2025 | -2.98% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -1.30% Sep 22, 2025 - Oct 1, 2025 | -1.53% Mar 7, 2024 - Mar 12, 2024 |
| #12 | -1.18% Jun 30, 2025 - Jul 17, 2025 | -0.76% Aug 21, 2024 - Aug 23, 2024 |
| #13 | -1.15% Apr 17, 2026 - Apr 22, 2026 | -0.49% Dec 28, 2021 - Jan 4, 2022 |
| #14 | -1.11% Dec 24, 2025 - Jan 6, 2026 | -0.36% Aug 23, 2024 - Aug 27, 2024 |
| #15 | -0.91% Oct 20, 2025 - Oct 24, 2025 | N/A |
Correlation
Correlation between STOX and BKCI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2025)
STOX vs BKCI dividend yield comparison.
| Year | STOX | BKCI |
|---|---|---|
| 2025 | 0.19% | 1.39% |
| 2024 | 0.00% | 0.78% |
| 2023 | 0.00% | 0.73% |
| 2022 | 0.00% | 0.46% |
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