XMHQ vs BKLC
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF).
5-Year PerformanceBKLC has outperformed XMHQ, delivering a return of +13.6% compared to +10.8%
XMHQ vs BKLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMHQ
$5.40B
Winner
BKLC
$5.50B
Expense Ratio
XMHQ
0.25%
BKLC
N/A
Max Drawdown
XMHQ
58.42%
Winner
BKLC
27.20%
Sharpe Ratio
XMHQ
0.97
Winner
BKLC
1.39
5Y Beta
Winner
XMHQ
0.94
BKLC
0.98
P/E Ratio
Winner
XMHQ
19.58
BKLC
26.24
Forward P/E
Winner
XMHQ
18.95
BKLC
20.68
PEG Ratio
XMHQ
0.24
BKLC
N/A
5Y Dividends CAGR
XMHQ
-2.82%
Winner
BKLC
11.61%
5Y EPS CAGR
XMHQ
21.91%
Winner
BKLC
29.11%
Debt to Equity
Winner
XMHQ
29.39%
BKLC
49.82%
P/S Ratio
Winner
XMHQ
2.43
BKLC
3.76
P/B Ratio
Winner
XMHQ
4.69
BKLC
5.57
XMHQ vs BKLC - Holdings Comparison
XMHQ and BKLC have 6 common holdings. Overlap is 0.18%
XMHQ's top 25 holdings weight is 57.11%. BKLC's top 25 holdings weight is 48.85%.
| Rank | XMHQ | BKLC |
|---|---|---|
| #1 | ILLUMINA INC (ILMN) - 4.04% | NVIDIA CORP (NVDA) - 7.38% |
| #2 | TECHNIPFMC PLC (n/a) - 3.92% | APPLE INC (AAPL) - 6.60% |
| #3 | EVERPURE INC CLASS A (P) - 3.45% | MICROSOFT CORP (MSFT) - 5.39% |
| #4 | CURTISS-WRIGHT CORP (CW) - 3.26% | AMAZON.COM INC (AMZN) - 3.97% |
| #5 | MEDPACE HOLDINGS INC (MEDP) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 3.28% |
| #6 | NVENT ELECTRIC PLC (NVT) - 2.99% | BROADCOM INC (AVGO) - 2.89% |
| #7 | CARPENTER TECHNOLOGY CORP (CRS) - 2.87% | ALPHABET INC CLASS C (GOOG) - 2.83% |
| #8 | EXELIXIS INC (EXEL) - 2.76% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | MANHATTAN ASSOCIATES INC (MANH) - 2.68% | TESLA INC (TSLA) - 1.63% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 2.46% | MICRON TECHNOLOGY INC (MU) - 1.50% |
| #11 | CARLISLE COMPANIES INC (CSL) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #12 | NEXTPOWER INC CLASS A (NXT) - 2.15% | ELI LILLY AND CO (LLY) - 1.41% |
| #13 | EVERCORE INC CLASS A (EVR) - 2.15% | ADVANCED MICRO DEVICES INC (AMD) - 1.25% |
| #14 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.89% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% |
| #15 | MUELLER INDUSTRIES INC (MLI) - 1.89% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.96% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.77% | VISA INC CLASS A (V) - 0.93% |
| #17 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #18 | GRACO INC (GGG) - 1.55% | WALMART INC (WMT) - 0.72% |
| #19 | COGNEX CORP (CGNX) - 1.51% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #20 | DOCUSIGN INC (DOCU) - 1.50% | INTEL CORP (INTC) - 0.67% |
| #21 | TEXAS ROADHOUSE INC (TXRH) - 1.50% | ANALOG DEVICES INC (ADI) - 0.28% |
| #22 | HECLA MINING CO (HL) - 1.47% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% |
| #23 | SEI INVESTMENTS CO (SEIC) - 1.47% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #24 | NEW YORK TIMES CO CLASS A (NYT) - 1.46% | ABBOTT LABORATORIES (ABT) - 0.27% |
| #25 | PRIMERICA INC (PRI) - 1.32% | BOEING CO (BA) - 0.27% |
| Total Holdings | 82 | 470 |
XMHQ vs BKLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMHQ
+4.82%
BKLC
+2.41%
3M
Winner
XMHQ
+8.56%
BKLC
+5.04%
6M
XMHQ
+9.75%
Winner
BKLC
+12.66%
1Y
XMHQ
+18.92%
Winner
BKLC
+22.95%
5Y(CAGR)
XMHQ
+10.81%
Winner
BKLC
+13.56%
10Y(CAGR)
XMHQ
+13.13%
BKLC
N/A
Max(CAGR)
XMHQ
+9.66%
Winner
BKLC
+19.41%
XMHQ vs BKLC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | BKLC |
|---|---|---|
| 2026 | +14.68% | +13.78% |
| 2025 | +4.75% | +18.27% |
| 2024 | +17.04% | +26.40% |
| 2023 | +30.69% | +31.33% |
| 2022 | -12.65% | -21.04% |
| 2021 | +22.10% | +29.05% |
| 2020 | +26.00% | +37.37% |
| 2019 | +28.32% | N/A |
| 2018 | -9.88% | N/A |
| 2017 | +14.95% | N/A |
| 2016 | +18.06% | N/A |
| 2015 | -6.53% | N/A |
| 2014 | +14.01% | N/A |
| 2013 | +33.42% | N/A |
| 2012 | +12.17% | N/A |
| 2011 | -2.26% | N/A |
| 2010 | +19.46% | N/A |
| 2009 | +27.01% | N/A |
| 2008 | -39.28% | N/A |
| 2007 | +5.11% | N/A |
| 2006 | +2.52% | N/A |
XMHQ vs BKLC Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
| Rank | XMHQ | BKLC |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -26.15% Dec 27, 2021 - Dec 12, 2023 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -19.05% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -10.03% Sep 2, 2020 - Nov 24, 2020 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -9.10% Jan 28, 2026 - Apr 15, 2026 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -8.42% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -6.15% Jun 8, 2020 - Jul 10, 2020 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -5.59% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -5.38% Mar 27, 2024 - May 14, 2024 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -5.32% Feb 16, 2021 - Mar 31, 2021 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -5.31% Oct 29, 2025 - Dec 11, 2025 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -4.58% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -4.56% Apr 17, 2020 - Apr 27, 2020 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -4.37% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -4.12% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -4.08% May 7, 2021 - Jun 10, 2021 |
Correlation
Correlation between XMHQ and BKLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
XMHQ vs BKLC dividend yield comparison.
| Year | XMHQ | BKLC |
|---|---|---|
| 2026 | 0.26% | 0.54% |
| 2025 | 0.64% | 1.06% |
| 2024 | 5.20% | 1.22% |
| 2023 | 0.73% | 1.35% |
| 2022 | 1.72% | 1.64% |
| 2021 | 1.00% | 1.10% |
| 2020 | 1.12% | 0.84% |
| 2019 | 1.22% | 0.00% |
| 2018 | 1.59% | 0.00% |
| 2017 | 1.06% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 1.34% | 0.00% |
| 2014 | 1.25% | 0.00% |
| 2013 | 1.11% | 0.00% |
| 2012 | 1.59% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.78% | 0.00% |
| 2008 | 0.90% | 0.00% |
| 2007 | 0.50% | 0.00% |
| 2006 | 0.17% | 0.00% |
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