BKLC vs. BKAG
Compare and contrast key facts about BNY Mellon US Large Cap Core Equity ETF (BKLC) and BNY Mellon Core Bond ETF (BKAG).
BKLC and BKAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKLC is a passively managed fund by BNY Mellon that tracks the performance of the Morningstar US Large Cap Index. It was launched on Apr 9, 2020. BKAG is a passively managed fund by BNY Mellon that tracks the performance of the Bloomberg US Aggregate Total Return Index. It was launched on Apr 24, 2020. Both BKLC and BKAG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BKLC vs. BKAG - Performance Comparison
Loading graphics...
BKLC vs. BKAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKLC BNY Mellon US Large Cap Core Equity ETF | -3.87% | 18.06% | 25.56% | 30.88% | -20.52% | 27.41% | 36.06% |
BKAG BNY Mellon Core Bond ETF | 0.16% | 7.23% | 1.17% | 5.67% | -13.29% | -1.46% | 2.15% |
Returns By Period
In the year-to-date period, BKLC achieves a -3.87% return, which is significantly lower than BKAG's 0.16% return.
BKLC
- 1D
- 0.75%
- 1M
- -4.29%
- YTD
- -3.87%
- 6M
- -1.78%
- 1Y
- 18.47%
- 3Y*
- 19.74%
- 5Y*
- 12.21%
- 10Y*
- —
BKAG
- 1D
- -0.06%
- 1M
- -1.30%
- YTD
- 0.16%
- 6M
- 0.86%
- 1Y
- 4.03%
- 3Y*
- 3.59%
- 5Y*
- 0.21%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BKLC vs. BKAG - Expense Ratio Comparison
BKLC has a 0.00% expense ratio, which is lower than BKAG's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BKLC vs. BKAG — Risk / Return Rank
BKLC
BKAG
BKLC vs. BKAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon US Large Cap Core Equity ETF (BKLC) and BNY Mellon Core Bond ETF (BKAG). 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.
| BKLC | BKAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.93 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.30 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.74 | -0.11 |
Martin ratioReturn relative to average drawdown | 7.54 | 4.87 | +2.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BKLC | BKAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.93 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.04 | +0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.01 | +0.98 |
Correlation
The correlation between BKLC and BKAG is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BKLC vs. BKAG - Dividend Comparison
BKLC's dividend yield for the trailing twelve months is around 1.17%, less than BKAG's 4.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKLC BNY Mellon US Large Cap Core Equity ETF | 1.17% | 1.05% | 1.22% | 1.35% | 1.64% | 1.10% | 0.84% |
BKAG BNY Mellon Core Bond ETF | 4.27% | 4.17% | 4.26% | 3.33% | 2.49% | 1.55% | 1.16% |
Drawdowns
BKLC vs. BKAG - Drawdown Comparison
The maximum BKLC drawdown since its inception was -26.14%, which is greater than BKAG's maximum drawdown of -18.53%. Use the drawdown chart below to compare losses from any high point for BKLC and BKAG.
Loading graphics...
Drawdown Indicators
| BKLC | BKAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.14% | -18.53% | -7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -2.51% | -9.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.14% | -18.00% | -8.14% |
Current DrawdownCurrent decline from peak | -5.71% | -2.45% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -7.26% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 0.90% | +1.70% |
Volatility
BKLC vs. BKAG - Volatility Comparison
BNY Mellon US Large Cap Core Equity ETF (BKLC) has a higher volatility of 5.43% compared to BNY Mellon Core Bond ETF (BKAG) at 1.72%. This indicates that BKLC's price experiences larger fluctuations and is considered to be riskier than BKAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BKLC | BKAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 1.72% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 2.71% | +7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 4.37% | +14.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 5.99% | +11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 5.59% | +11.99% |