XVV vs BKMC
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF).
5-Year PerformanceXVV has outperformed BKMC, delivering a return of +13.1% compared to +8.0%
XVV vs BKMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$653M
BKMC
$652M
Expense Ratio
XVV
0.08%
Winner
BKMC
0.04%
Max Drawdown
XVV
27.99%
Winner
BKMC
26.22%
Sharpe Ratio
Winner
XVV
1.35
BKMC
1.13
5Y Beta
XVV
1.02
Winner
BKMC
0.98
P/E Ratio
Winner
XVV
27.75
BKMC
33.08
Forward P/E
XVV
22.20
Winner
BKMC
16.98
5Y Dividends CAGR
Winner
XVV
25.81%
BKMC
17.61%
5Y EPS CAGR
Winner
XVV
26.76%
BKMC
10.42%
Debt to Equity
XVV
27.43%
BKMC
N/A
P/S Ratio
XVV
3.82
Winner
BKMC
1.73
P/B Ratio
XVV
5.73
Winner
BKMC
2.75
XVV vs BKMC - Holdings Comparison
XVV and BKMC have 57 common holdings. Overlap is 1.01%
XVV's top 25 holdings weight is 56.00%. BKMC's top 25 holdings weight is 12.98%.
| Rank | XVV | BKMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.91% | TWILIO INC CLASS A (TWLO) - 0.75% |
| #2 | APPLE INC (AAPL) - 7.78% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.70% |
| #3 | MICROSOFT CORP (MSFT) - 5.37% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #4 | AMAZON.COM INC (AMZN) - 4.21% | CARPENTER TECHNOLOGY CORP (CRS) - 0.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.74% | ATI INC (ATI) - 0.63% |
| #6 | BROADCOM INC (AVGO) - 3.30% | STERLING INFRASTRUCTURE INC (STRL) - 0.63% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.00% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.25% | F5 INC (FFIV) - 0.57% |
| #9 | TESLA INC (TSLA) - 2.02% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.55% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.88% | OKTA INC CLASS A (OKTA) - 0.53% |
| #11 | ELI LILLY AND CO (LLY) - 1.60% | BURLINGTON STORES INC (BURL) - 0.51% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% | US FOODS HOLDING CORP (USFD) - 0.51% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.47% | IONQ INC CLASS A (IONQ) - 0.51% |
| #14 | VISA INC CLASS A (V) - 0.94% | SNAP-ON INC (SNA) - 0.51% |
| #15 | INTEL CORP (INTC) - 0.91% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.50% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.86% | TD SYNNEX CORP (SNX) - 0.50% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.76% | MKS INC (MKSI) - 0.50% |
| #18 | CATERPILLAR INC (CAT) - 0.75% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.71% | RBC BEARINGS INC (RBC) - 0.47% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.69% | ALCOA CORP (AA) - 0.47% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.69% | DICK'S SPORTING GOODS INC (DKS) - 0.36% |
| #22 | ABBVIE INC (ABBV) - 0.69% | MUELLER INDUSTRIES INC (MLI) - 0.36% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | IES HOLDINGS INC (IESC) - 0.36% |
| #24 | ORACLE CORP (ORCL) - 0.63% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.36% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.62% | JAMES HARDIE INDUSTRIES PLC (JHX) - 0.35% |
| Total Holdings | 444 | 367 |
XVV vs BKMC - Historical Returns
Returns include dividend reinvestment.
1M
XVV
+0.02%
Winner
BKMC
+3.62%
3M
Winner
XVV
+10.87%
BKMC
+8.10%
6M
XVV
+9.29%
Winner
BKMC
+10.99%
1Y
Winner
XVV
+23.99%
BKMC
+23.16%
5Y(CAGR)
Winner
XVV
+13.08%
BKMC
+8.01%
Max(CAGR)
Winner
XVV
+16.74%
BKMC
+15.55%
XVV vs BKMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XVV | BKMC |
|---|---|---|
| 2026 | +7.33% | +9.45% |
| 2025 | +17.90% | +8.88% |
| 2024 | +26.84% | +14.54% |
| 2023 | +30.13% | +17.86% |
| 2022 | -21.90% | -15.69% |
| 2021 | +31.27% | +25.81% |
| 2020 | +16.13% | +45.92% |
XVV vs BKMC Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current XVV drawdown is -2.79%. The current BKMC drawdown is -1.68%.
| Rank | XVV | BKMC |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -25.04% Nov 16, 2021 - Feb 27, 2024 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -23.68% Nov 25, 2024 - Sep 8, 2025 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -9.82% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -9.55% Jun 8, 2020 - Aug 3, 2020 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -7.77% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -7.68% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -7.45% Sep 2, 2020 - Oct 8, 2020 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -6.43% Oct 27, 2025 - Dec 4, 2025 |
| #9 | -4.67% Jun 2, 2026 - Jun 10, 2026 | -6.36% Apr 29, 2020 - May 20, 2020 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -5.02% Feb 24, 2021 - Mar 11, 2021 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -4.68% Apr 17, 2020 - Apr 28, 2020 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -4.59% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -4.55% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -4.49% Aug 30, 2024 - Sep 17, 2024 |
Correlation
Correlation between XVV and BKMC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
XVV vs BKMC dividend yield comparison.
| Year | XVV | BKMC |
|---|---|---|
| 2026 | 0.45% | 0.44% |
| 2025 | 0.94% | 1.35% |
| 2024 | 1.05% | 1.54% |
| 2023 | 1.25% | 1.38% |
| 2022 | 1.57% | 1.63% |
| 2021 | 0.81% | 1.15% |
| 2020 | 0.31% | 0.86% |
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