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BK vs. XYLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BK vs. XYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bank of New York Mellon Corporation (BK) and Global X S&P 500 Covered Call ETF (XYLD). The values are adjusted to include any dividend payments, if applicable.

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BK vs. XYLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BK
The Bank of New York Mellon Corporation
2.64%54.45%51.90%18.52%-19.14%40.55%-12.91%9.56%-10.85%15.68%
XYLD
Global X S&P 500 Covered Call ETF
-1.04%8.02%19.49%11.10%-12.05%19.59%-0.56%21.41%-6.09%16.49%

Returns By Period

In the year-to-date period, BK achieves a 2.64% return, which is significantly higher than XYLD's -1.04% return. Over the past 10 years, BK has outperformed XYLD with an annualized return of 15.29%, while XYLD has yielded a comparatively lower 7.87% annualized return.


BK

1D
3.00%
1M
-0.39%
YTD
2.64%
6M
9.90%
1Y
44.42%
3Y*
41.57%
5Y*
23.54%
10Y*
15.29%

XYLD

1D
2.01%
1M
-2.96%
YTD
-1.04%
6M
5.33%
1Y
10.53%
3Y*
10.21%
5Y*
6.95%
10Y*
7.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BK vs. XYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BK
BK Risk / Return Rank: 8989
Overall Rank
BK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BK Sortino Ratio Rank: 8585
Sortino Ratio Rank
BK Omega Ratio Rank: 8888
Omega Ratio Rank
BK Calmar Ratio Rank: 8989
Calmar Ratio Rank
BK Martin Ratio Rank: 9191
Martin Ratio Rank

XYLD
XYLD Risk / Return Rank: 5656
Overall Rank
XYLD Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
XYLD Sortino Ratio Rank: 4848
Sortino Ratio Rank
XYLD Omega Ratio Rank: 7171
Omega Ratio Rank
XYLD Calmar Ratio Rank: 4747
Calmar Ratio Rank
XYLD Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BK vs. XYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) and Global X S&P 500 Covered Call ETF (XYLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BKXYLDDifference

Sharpe ratio

Return per unit of total volatility

1.89

0.76

+1.13

Sortino ratio

Return per unit of downside risk

2.37

1.22

+1.15

Omega ratio

Gain probability vs. loss probability

1.35

1.25

+0.10

Calmar ratio

Return relative to maximum drawdown

3.59

1.10

+2.49

Martin ratio

Return relative to average drawdown

11.09

6.46

+4.63

BK vs. XYLD - Sharpe Ratio Comparison

The current BK Sharpe Ratio is 1.89, which is higher than the XYLD Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of BK and XYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BKXYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

0.76

+1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.96

0.62

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.55

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.57

-0.22

Correlation

The correlation between BK and XYLD is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BK vs. XYLD - Dividend Comparison

BK's dividend yield for the trailing twelve months is around 1.74%, less than XYLD's 10.98% yield.


TTM20252024202320222021202020192018201720162015
BK
The Bank of New York Mellon Corporation
1.74%1.72%2.32%3.04%3.12%2.24%2.92%2.34%2.21%1.60%1.52%1.65%
XYLD
Global X S&P 500 Covered Call ETF
10.98%10.51%11.54%10.51%13.43%9.07%7.93%5.76%7.12%5.18%3.23%4.65%

Drawdowns

BK vs. XYLD - Drawdown Comparison

The maximum BK drawdown since its inception was -72.28%, which is greater than XYLD's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for BK and XYLD.


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Drawdown Indicators


BKXYLDDifference

Max Drawdown

Largest peak-to-trough decline

-72.28%

-33.46%

-38.82%

Max Drawdown (1Y)

Largest decline over 1 year

-12.95%

-10.14%

-2.81%

Max Drawdown (5Y)

Largest decline over 5 years

-40.45%

-18.66%

-21.79%

Max Drawdown (10Y)

Largest decline over 10 years

-50.49%

-33.46%

-17.03%

Current Drawdown

Current decline from peak

-7.04%

-3.39%

-3.65%

Average Drawdown

Average peak-to-trough decline

-18.77%

-3.76%

-15.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.19%

1.72%

+2.47%

Volatility

BK vs. XYLD - Volatility Comparison

The Bank of New York Mellon Corporation (BK) has a higher volatility of 5.35% compared to Global X S&P 500 Covered Call ETF (XYLD) at 4.01%. This indicates that BK's price experiences larger fluctuations and is considered to be riskier than XYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BKXYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.35%

4.01%

+1.34%

Volatility (6M)

Calculated over the trailing 6-month period

15.87%

5.82%

+10.05%

Volatility (1Y)

Calculated over the trailing 1-year period

23.69%

13.99%

+9.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.62%

11.31%

+13.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.11%

14.23%

+12.88%