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 +12.5% compared to +10.9%
XVV vs BKMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$648M
BKMC
$648M
Expense Ratio
XVV
0.08%
Winner
BKMC
0.04%
Max Drawdown
XVV
27.99%
Winner
BKMC
26.22%
Sharpe Ratio
Winner
XVV
1.07
BKMC
0.84
5Y Beta
XVV
1.01
Winner
BKMC
0.98
P/E Ratio
Winner
XVV
25.82
BKMC
29.07
Forward P/E
XVV
20.56
Winner
BKMC
16.63
PEG Ratio
XVV
0.36
BKMC
N/A
5Y Dividends CAGR
Winner
XVV
25.81%
BKMC
11.75%
5Y EPS CAGR
Winner
XVV
30.15%
BKMC
13.72%
Debt to Equity
XVV
61.23%
BKMC
N/A
P/S Ratio
XVV
3.79
Winner
BKMC
1.64
P/B Ratio
XVV
5.79
Winner
BKMC
2.79
XVV vs BKMC - Holdings Comparison
XVV and BKMC have 58 common holdings. Overlap is 1.03%
XVV's top 25 holdings weight is 53.51%. BKMC's top 25 holdings weight is 11.39%.
| Rank | XVV | BKMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.90% | US FOODS HOLDING CORP (USFD) - 0.59% |
| #2 | APPLE INC (AAPL) - 7.86% | TENET HEALTHCARE CORP (THC) - 0.57% |
| #3 | MICROSOFT CORP (MSFT) - 6.06% | COEUR MINING INC (CDE) - 0.54% |
| #4 | AMAZON.COM INC (AMZN) - 4.39% | GUARDANT HEALTH INC (GH) - 0.53% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.41% | BURLINGTON STORES INC (BURL) - 0.52% |
| #6 | BROADCOM INC (AVGO) - 2.90% | ROKU INC CLASS A (ROKU) - 0.52% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.73% | SNAP-ON INC (SNA) - 0.49% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.02% | CF INDUSTRIES HOLDINGS INC (CF) - 0.47% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.78% | ITT INC (ITT) - 0.47% |
| #10 | ELI LILLY AND CO (LLY) - 1.71% | VIATRIS INC (VTRS) - 0.47% |
| #11 | TESLA INC (TSLA) - 1.67% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.46% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.62% | OVINTIV INC (OVV) - 0.46% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% | EAST WEST BANCORP INC (EWBC) - 0.44% |
| #14 | VISA INC CLASS A (V) - 1.02% | LEIDOS HOLDINGS INC (LDOS) - 0.44% |
| #15 | ABBVIE INC (ABBV) - 0.79% | NORDSON CORP (NDSN) - 0.44% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.78% | JONES LANG LASALLE INC (JLL) - 0.44% |
| #17 | INTEL CORP (INTC) - 0.77% | PTC INC (PTC) - 0.44% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.74% | TD SYNNEX CORP (SNX) - 0.44% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.44% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.70% | JAMES HARDIE INDUSTRIES PLC (JHX) - 0.43% |
| #21 | EATON CORP PLC (ETN) - 0.28% | HEALTHPEAK PROPERTIES INC (DOC) - 0.36% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 0.28% | DYNATRACE INC ORDINARY SHARES (DT) - 0.36% |
| #23 | BLACKROCK INC (BLK) - 0.28% | CARLISLE COMPANIES INC (CSL) - 0.36% |
| #24 | WELLTOWER INC (WELL) - 0.28% | BWX TECHNOLOGIES INC (BWXT) - 0.36% |
| #25 | TJX COMPANIES INC (TJX) - 0.27% | CACI INTERNATIONAL INC CLASS A (CACI) - 0.35% |
| Total Holdings | 404 | 366 |
XVV vs BKMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XVV
+4.30%
BKMC
+2.66%
3M
XVV
+2.64%
Winner
BKMC
+3.68%
6M
Winner
XVV
+11.51%
BKMC
+7.47%
1Y
XVV
+19.22%
Winner
BKMC
+20.84%
5Y(CAGR)
Winner
XVV
+12.46%
BKMC
+10.88%
Max(CAGR)
XVV
+16.99%
Winner
BKMC
+18.91%
XVV vs BKMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XVV | BKMC |
|---|---|---|
| 2026 | +11.92% | +14.50% |
| 2025 | +17.90% | +11.97% |
| 2024 | +26.84% | +18.18% |
| 2023 | +30.13% | +21.41% |
| 2022 | -21.90% | -12.93% |
| 2021 | +31.27% | +28.87% |
| 2020 | +16.13% | +48.85% |
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 -23.20%, occurring on Jun 16, 2022. Recovery took 522 trading sessions.
The current XVV drawdown is -1.57%. The current BKMC drawdown is -2.15%.
| Rank | XVV | BKMC |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -23.20% Nov 16, 2021 - Dec 14, 2023 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -22.35% Nov 25, 2024 - Aug 13, 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 - Jul 29, 2020 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -7.68% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -7.45% Sep 2, 2020 - Oct 7, 2020 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -7.25% Apr 1, 2024 - Jul 15, 2024 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -6.43% Oct 27, 2025 - Dec 4, 2025 |
| #9 | -4.67% Jun 2, 2026 - Aug 3, 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 15, 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 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
XVV vs BKMC dividend yield comparison.
| Year | XVV | BKMC |
|---|---|---|
| 2026 | 0.43% | 2.19% |
| 2025 | 0.94% | 4.06% |
| 2024 | 1.05% | 4.62% |
| 2023 | 1.25% | 4.14% |
| 2022 | 1.57% | 4.89% |
| 2021 | 0.81% | 3.44% |
| 2020 | 0.31% | 2.59% |
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