BKCG vs. GQGU
BKCG (BNY Mellon Concentrated Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.17, they often move in opposite directions. BKCG charges 0.50%/yr vs 0.49%/yr for GQGU.
Performance
BKCG vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, BKCG achieves a 4.99% return, which is significantly lower than GQGU's 5.80% return.
BKCG
- 1D
- 0.50%
- 1M
- 2.84%
- 6M
- 2.16%
- YTD
- 4.99%
- 1Y
- 10.91%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- 0.60%
- 1M
- -0.56%
- 6M
- 6.22%
- YTD
- 5.80%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BKCG vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BKCG BNY Mellon Concentrated Growth ETF | 4.99% | 5.63% |
GQGU GQG US Equity ETF | 5.80% | -1.12% |
Correlation
The correlation between BKCG and GQGU is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025 | -0.17 |
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Return for Risk
BKCG vs. GQGU — Risk / Return Rank
BKCG
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BKCG vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Concentrated Growth ETF (BKCG) and GQG US Equity ETF (GQGU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BKCG | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.14 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | — | — |
| Martin ratioReturn relative to average drawdown | 3.31 | — | — |
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Drawdowns
BKCG vs. GQGU - Drawdown Comparison
The maximum BKCG drawdown since its inception was -12.12%, which is greater than GQGU's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for BKCG and GQGU.
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Drawdown Indicators
| BKCG | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.12% | -8.41% | -3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | — | — |
Current DrawdownCurrent decline from peak | -1.18% | -5.37% | +4.19% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -2.87% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | — | — |
Volatility
BKCG vs. GQGU - Volatility Comparison
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Volatility by Period
| BKCG | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 10.76% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.97% | 10.76% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 10.76% | +7.21% |
BKCG vs. GQGU - Expense Ratio Comparison
BKCG has a 0.50% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
BKCG vs. GQGU - Dividend Comparison
BKCG's dividend yield for the trailing twelve months is around 0.61%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 |
|---|---|---|
BKCG BNY Mellon Concentrated Growth ETF | 0.61% | 0.45% |
GQGU GQG US Equity ETF | 0.96% | 1.02% |
Frequently Asked Questions
BKCG and GQGU have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.50% for BKCG.
GQGU has the higher dividend yield at 0.96%, compared with 0.61% for BKCG.
They also come from different issuers: BNY Mellon and GQG Partners. Their fees differ too: 0.50% for BKCG and 0.49% for GQGU.
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