BKCI vs. SCHG
Compare and contrast key facts about BNY Mellon Concentrated International ETF (BKCI) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BKCI and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKCI is an actively managed fund by BNY Mellon. It was launched on Dec 6, 2021. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKCI or SCHG.
Correlation
The correlation between BKCI and SCHG is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BKCI vs. SCHG - Performance Comparison
Key characteristics
BKCI:
-0.03
SCHG:
1.64
BKCI:
0.05
SCHG:
2.19
BKCI:
1.01
SCHG:
1.30
BKCI:
-0.03
SCHG:
2.37
BKCI:
-0.07
SCHG:
8.98
BKCI:
5.75%
SCHG:
3.27%
BKCI:
13.43%
SCHG:
17.91%
BKCI:
-31.03%
SCHG:
-34.59%
BKCI:
-8.24%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, BKCI achieves a 4.30% return, which is significantly higher than SCHG's 3.09% return.
BKCI
4.30%
0.30%
-7.03%
-2.03%
N/A
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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BKCI vs. SCHG - Expense Ratio Comparison
BKCI has a 0.80% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BKCI vs. SCHG — Risk-Adjusted Performance Rank
BKCI
SCHG
BKCI vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Concentrated International ETF (BKCI) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Dividends
BKCI vs. SCHG - Dividend Comparison
BKCI's dividend yield for the trailing twelve months is around 0.74%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKCI BNY Mellon Concentrated International ETF | 0.74% | 0.78% | 0.73% | 0.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BKCI vs. SCHG - Drawdown Comparison
The maximum BKCI drawdown since its inception was -31.03%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BKCI and SCHG. For additional features, visit the drawdowns tool.
Volatility
BKCI vs. SCHG - Volatility Comparison
The current volatility for BNY Mellon Concentrated International ETF (BKCI) is 3.48%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.79%. This indicates that BKCI experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.