BKMC vs. SFYX

Last updated Apr 2, 2026

Compare and contrast key facts about BNY Mellon US Mid Cap Core Equity ETF (BKMC) and SoFi Next 500 ETF (SFYX).

BKMC and SFYX 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. SFYX is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US Next 500 Growth Index. It was launched on Apr 11, 2019. Both BKMC and SFYX 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. SFYX - 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 SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

BKMC vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BKMC BNY Mellon US Mid Cap Core Equity ETF	2.04%	8.74%	13.78%	17.50%	-16.03%	23.83%	45.93%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	49.92%

Returns By Period

BKMC

• 1D: 0.78%
• 1M: -5.83%
• YTD: 2.04%
• 6M: 2.84%
• 1Y: 17.25%
• 3Y*: 12.70%
• 5Y*: 7.09%
• 10Y*: —

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKMC vs. SFYX - Expense Ratio Comparison

BKMC has a 0.04% expense ratio, which is higher than SFYX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

BKMC

BNY Mellon US Mid Cap Core Equity ETF

SFYX

SoFi Next 500 ETF

Return for Risk

BKMC vs. SFYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKMC

BKMC Risk / Return Rank: 45
BKMC Sharpe Ratio Rank: 42
BKMC Sortino Ratio Rank: 44
BKMC Omega Ratio Rank: 43
BKMC Calmar Ratio Rank: 45
BKMC Martin Ratio Rank: 52

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. SFYX - 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 SoFi Next 500 ETF (SFYX). 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	SFYX	Difference
Sharpe ratio Return per unit of total volatility	0.83	—	—
Sortino ratio Return per unit of downside risk	1.29	—	—
Omega ratio Gain probability vs. loss probability	1.18	—	—
Calmar ratio Return relative to maximum drawdown	1.27	—	—
Martin ratio Return relative to average drawdown	5.37	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BKMC	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.38	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	—	—

Correlation

The correlation between BKMC and SFYX is 0.93, 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. SFYX - Dividend Comparison

BKMC's dividend yield for the trailing twelve months is around 1.51%, more than SFYX's 1.36% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
BKMC BNY Mellon US Mid Cap Core Equity ETF	1.51%	1.35%	1.54%	1.38%	1.63%	1.15%	0.86%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Drawdowns

Drawdown Indicators

	BKMC	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-25.02%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.15%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.02%	—	—
Current Drawdown Current decline from peak	-6.34%	—	—
Average Drawdown Average peak-to-trough decline	-6.68%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.34%	—	—

Volatility

Volatility by Period

	BKMC	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.74%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	20.92%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.73%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.28%	—	—