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BKMC vs. IJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BKMC vs. IJH

Last updated Jun 24, 2026

BKMC (BNY Mellon US Mid Cap Core Equity ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both exchange-traded funds - BKMC is a Mid Cap Growth Equities fund tracking the Morningstar US Mid Cap Index, while IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index. Both are passively managed. Over the past 5 years, BKMC returned 7.82%/yr vs 8.47%/yr for IJH. With a 0.96 correlation, they move nearly in lockstep. BKMC charges 0.04%/yr vs 0.05%/yr for IJH.

Performance

BKMC vs. IJH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon US Mid Cap Core Equity ETF (BKMC) and iShares Core S&P Mid-Cap ETF (IJH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BKMC achieves a 11.34% return, which is significantly lower than IJH's 14.64% return.

BKMC

1D
-0.86%
1M
1.78%
YTD
11.34%
6M
9.13%
1Y
21.96%
3Y*
15.64%
5Y*
7.82%
10Y*
—

IJH

1D
-1.01%
1M
2.70%
YTD
14.64%
6M
12.56%
1Y
25.12%
3Y*
16.11%
5Y*
8.47%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKMC vs. IJH - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
BKMC
BNY Mellon US Mid Cap Core Equity ETF		11.34%8.74%13.78%17.50%-16.03%23.83%46.18%
IJH
iShares Core S&P Mid-Cap ETF		14.64%7.42%13.92%16.40%-13.11%24.72%51.72%

Correlation

The correlation between BKMC and IJH is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Apr 9, 2020

0.96

The correlation between BKMC and IJH has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

BKMC vs. IJH - Sectors Allocation Comparison

Sectors
BKMC
IJH

Industrials

22.7%
25.9%

Technology

16.6%
16.6%

Financial Services

12.7%
13.5%

Healthcare

11.7%
8.7%

Consumer Cyclical

10.2%
9.2%

Real Estate

8.2%
7.5%

Basic Materials

4.9%
4.9%

Consumer Defensive

3.7%
4.2%

Communication Services

3.6%
1.0%

Energy

3.3%
5.3%

Utilities

2.4%
3.0%

Industrials

BKMC
22.7%
IJH
25.9%

Technology

BKMC
16.6%
IJH
16.6%

Financial Services

BKMC
12.7%
IJH
13.5%

Healthcare

BKMC
11.7%
IJH
8.7%

Consumer Cyclical

BKMC
10.2%
IJH
9.2%

Real Estate

BKMC
8.2%
IJH
7.5%

Basic Materials

BKMC
4.9%
IJH
4.9%

Consumer Defensive

BKMC
3.7%
IJH
4.2%

Communication Services

BKMC
3.6%
IJH
1.0%

Energy

BKMC
3.3%
IJH
5.3%

Utilities

BKMC
2.4%
IJH
3.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BNY Mellon US Mid Cap Core Equity ETF

iShares Core S&P Mid-Cap ETF

Often compared with BKMC:
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Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. SCHMIJH vs. IJKIJH vs. IVOO

Return for Risk

BKMC vs. IJH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BKMC
BKMC Risk / Return Rank: 4646
Overall Rank
BKMC Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
BKMC Sortino Ratio Rank: 4444
Sortino Ratio Rank
BKMC Omega Ratio Rank: 4040
Omega Ratio Rank
BKMC Calmar Ratio Rank: 4949
Calmar Ratio Rank
BKMC Martin Ratio Rank: 5353
Martin Ratio Rank
IJH
IJH Risk / Return Rank: 5252
Overall Rank
IJH Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 4949
Sortino Ratio Rank
IJH Omega Ratio Rank: 4545
Omega Ratio Rank
IJH Calmar Ratio Rank: 6060
Calmar Ratio Rank
IJH Martin Ratio Rank: 6161
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.

BKMC vs. IJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon US Mid Cap Core Equity ETF (BKMC) and iShares Core S&P Mid-Cap ETF (IJH). 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.

BKMCIJHDifference
Sharpe ratioReturn per unit of total volatility
1.43
1.59

-0.16

Sortino ratioReturn per unit of downside risk
2.11
2.33

-0.22

Omega ratioGain probability vs. loss probability

1.25

1.28

-0.03

Calmar ratioReturn relative to maximum drawdown

2.25

2.86

-0.61

Martin ratioReturn relative to average drawdown

8.61

10.44

-1.83

BKMC vs. IJH - Sharpe Ratio Comparison

The current BKMC Sharpe Ratio is 1.43, which is comparable to the IJH Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of BKMC and IJH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BKMC vs. IJH - Drawdown Comparison

The maximum BKMC drawdown since its inception was -25.02%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for BKMC and IJH.

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Drawdown Indicators

BKMCIJHDifference

Max Drawdown

Largest peak-to-trough decline

-25.02%

-55.07%

+30.05%

Max Drawdown (1Y)

Largest decline over 1 year

-9.82%

-8.83%

-0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-23.68%

-24.10%

+0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-25.02%

-24.10%

-0.92%

Max Drawdown (10Y)

Largest decline over 10 years

—

-42.18%

—

Current Drawdown

Current decline from peak

-1.30%

-1.13%

-0.17%

Average Drawdown

Average peak-to-trough decline

-6.50%

-7.55%

+1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

2.41%

+0.15%

Volatility

BKMC vs. IJH - Volatility Comparison

BNY Mellon US Mid Cap Core Equity ETF (BKMC) and iShares Core S&P Mid-Cap ETF (IJH) have volatilities of 4.66% and 4.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BKMCIJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

4.75%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

11.45%

11.75%

-0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

15.47%

15.88%

-0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.84%

19.76%

-0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.15%

21.17%

-2.02%

BKMC vs. IJH - Expense Ratio Comparison

BKMC has a 0.04% expense ratio, which is lower than IJH's 0.05% 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%.

Dividends

BKMC vs. IJH - Dividend Comparison

BKMC's dividend yield for the trailing twelve months is around 1.38%, more than IJH's 1.18% yield.

PositionTTM20252024202320222021202020192018201720162015
BKMC
BNY Mellon US Mid Cap Core Equity ETF		1.38%1.35%1.54%1.38%1.63%1.15%0.86%0.00%0.00%0.00%0.00%0.00%
IJH
iShares Core S&P Mid-Cap ETF		1.18%1.36%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%

Frequently Asked Questions

With a correlation of 0.97, BKMC and IJH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IJH has higher volatility (4.75%) compared to BKMC (4.66%). In terms of maximum drawdown, BKMC dropped -25.02% vs IJH's -55.07%.

On 5-year performance, IJH leads with 8.47% vs 7.82% for BKMC. On fees, BKMC is cheaper at 0.04% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IJH has performed better with a 8.47% return vs 7.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BKMC is cheaper with a 0.04% expense ratio, compared with 0.05% for IJH.

BKMC has the higher dividend yield at 1.38%, compared with 1.18% for IJH.

BKMC is categorized as Mid Cap Growth Equities, while IJH is Mid Cap Blend Equities. BKMC tracks Morningstar US Mid Cap Index, while IJH tracks S&P MidCap 400 Index. They also come from different issuers: BNY Mellon and iShares. Their fees differ too: 0.04% for BKMC and 0.05% for IJH.

IJH currently has the higher Sharpe Ratio (1.59 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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