BKMC vs. IVOO
Compare and contrast key facts about BNY Mellon US Mid Cap Core Equity ETF (BKMC) and Vanguard S&P Mid-Cap 400 ETF (IVOO).
BKMC and IVOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKMC is a passively managed fund by BNY Mellon that tracks the performance of the Morningstar US Mid Cap Index. It was launched on Apr 9, 2020. IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010. Both BKMC and IVOO 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
BKMC vs. IVOO - Performance Comparison
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BKMC vs. IVOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKMC BNY Mellon US Mid Cap Core Equity ETF | 1.26% | 8.74% | 13.78% | 17.50% | -16.03% | 23.83% | 45.93% |
IVOO Vanguard S&P Mid-Cap 400 ETF | 2.57% | 7.47% | 13.77% | 16.45% | -13.17% | 24.61% | 47.15% |
Returns By Period
In the year-to-date period, BKMC achieves a 1.26% return, which is significantly lower than IVOO's 2.57% return.
BKMC
- 1D
- 3.05%
- 1M
- -6.35%
- YTD
- 1.26%
- 6M
- 2.40%
- 1Y
- 16.99%
- 3Y*
- 12.41%
- 5Y*
- 6.92%
- 10Y*
- —
IVOO
- 1D
- 2.97%
- 1M
- -5.28%
- YTD
- 2.57%
- 6M
- 4.28%
- 1Y
- 17.42%
- 3Y*
- 12.05%
- 5Y*
- 6.55%
- 10Y*
- 10.44%
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BKMC vs. IVOO - Expense Ratio Comparison
BKMC has a 0.04% expense ratio, which is lower than IVOO's 0.10% 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
BKMC vs. IVOO — Risk / Return Rank
BKMC
IVOO
BKMC vs. IVOO - 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 Vanguard S&P Mid-Cap 400 ETF (IVOO). 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.
| BKMC | IVOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.82 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.30 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.24 | -0.03 |
Martin ratioReturn relative to average drawdown | 5.17 | 5.38 | -0.21 |
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
| BKMC | IVOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.82 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.33 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.58 | +0.17 |
Correlation
The correlation between BKMC and IVOO is 0.96, 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.
Dividends
BKMC vs. IVOO - Dividend Comparison
BKMC's dividend yield for the trailing twelve months is around 1.34%, more than IVOO's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKMC BNY Mellon US Mid Cap Core Equity ETF | 1.34% | 1.35% | 1.54% | 1.38% | 1.63% | 1.15% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.32% | 1.35% | 1.30% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% |
Drawdowns
BKMC vs. IVOO - Drawdown Comparison
The maximum BKMC drawdown since its inception was -25.02%, smaller than the maximum IVOO drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for BKMC and IVOO.
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Drawdown Indicators
| BKMC | IVOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.02% | -42.33% | +17.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -14.17% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.02% | -24.22% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.33% | — |
Current DrawdownCurrent decline from peak | -7.06% | -6.10% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -5.31% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.27% | +0.04% |
Volatility
BKMC vs. IVOO - Volatility Comparison
The current volatility for BNY Mellon US Mid Cap Core Equity ETF (BKMC) is 6.08%, while Vanguard S&P Mid-Cap 400 ETF (IVOO) has a volatility of 6.56%. This indicates that BKMC experiences smaller price fluctuations and is considered to be less risky than IVOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKMC | IVOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 6.56% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 11.90% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 21.22% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 19.73% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.29% | 21.17% | -1.88% |