BKLC vs. BKUI
Compare and contrast key facts about BNY Mellon US Large Cap Core Equity ETF (BKLC) and BNY Mellon Ultra Short Income ETF (BKUI).
BKLC and BKUI 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. BKUI is an actively managed fund by BNY Mellon. It was launched on Aug 9, 2021.
Performance
BKLC vs. BKUI - Performance Comparison
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BKLC vs. BKUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BKLC BNY Mellon US Large Cap Core Equity ETF | -4.58% | 18.06% | 25.56% | 30.88% | -20.52% | 7.30% |
BKUI BNY Mellon Ultra Short Income ETF | 0.73% | 4.93% | 5.50% | 5.75% | -0.08% | -0.26% |
Returns By Period
In the year-to-date period, BKLC achieves a -4.58% return, which is significantly lower than BKUI's 0.73% return.
BKLC
- 1D
- 2.97%
- 1M
- -4.99%
- YTD
- -4.58%
- 6M
- -2.24%
- 1Y
- 18.74%
- 3Y*
- 19.44%
- 5Y*
- 12.04%
- 10Y*
- —
BKUI
- 1D
- 0.04%
- 1M
- 0.06%
- YTD
- 0.73%
- 6M
- 1.85%
- 1Y
- 4.32%
- 3Y*
- 5.29%
- 5Y*
- —
- 10Y*
- —
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BKLC vs. BKUI - Expense Ratio Comparison
BKLC has a 0.00% expense ratio, which is lower than BKUI's 0.12% 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. BKUI — Risk / Return Rank
BKLC
BKUI
BKLC vs. BKUI - 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 Ultra Short Income ETF (BKUI). 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 | BKUI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 9.39 | -8.37 |
Sortino ratioReturn per unit of downside risk | 1.53 | 19.70 | -18.17 |
Omega ratioGain probability vs. loss probability | 1.24 | 4.85 | -3.61 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 17.35 | -15.80 |
Martin ratioReturn relative to average drawdown | 7.24 | 112.84 | -105.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKLC | BKUI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 9.39 | -8.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 6.01 | -5.03 |
Correlation
The correlation between BKLC and BKUI is 0.09, 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. BKUI - Dividend Comparison
BKLC's dividend yield for the trailing twelve months is around 1.11%, less than BKUI's 4.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKLC BNY Mellon US Large Cap Core Equity ETF | 1.11% | 1.05% | 1.22% | 1.35% | 1.64% | 1.10% | 0.84% |
BKUI BNY Mellon Ultra Short Income ETF | 4.40% | 4.48% | 5.11% | 4.29% | 1.82% | 0.22% | 0.00% |
Drawdowns
BKLC vs. BKUI - Drawdown Comparison
The maximum BKLC drawdown since its inception was -26.14%, which is greater than BKUI's maximum drawdown of -1.72%. Use the drawdown chart below to compare losses from any high point for BKLC and BKUI.
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Drawdown Indicators
| BKLC | BKUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.14% | -1.72% | -24.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -0.25% | -11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -26.14% | — | — |
Current DrawdownCurrent decline from peak | -6.40% | 0.00% | -6.40% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -0.28% | -5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.04% | +2.54% |
Volatility
BKLC vs. BKUI - Volatility Comparison
BNY Mellon US Large Cap Core Equity ETF (BKLC) has a higher volatility of 5.41% compared to BNY Mellon Ultra Short Income ETF (BKUI) at 0.19%. This indicates that BKLC's price experiences larger fluctuations and is considered to be riskier than BKUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKLC | BKUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 0.19% | +5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 0.28% | +9.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 0.46% | +18.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 0.59% | +16.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 0.59% | +17.00% |