BKMC vs. SFYX

Last updated Jun 3, 2026

BKMC (BNY Mellon US Mid Cap Core Equity ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - BKMC tracks the Morningstar US Mid Cap Index while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their correlation of 0.92 suggests significant overlap in exposure. BKMC charges 0.04%/yr vs 0.00%/yr for SFYX.

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.

Returns By Period

BKMC

• 1D: 0.40%
• 1M: 3.22%
• YTD: 11.69%
• 6M: 12.55%
• 1Y: 24.74%
• 3Y*: 16.22%
• 5Y*: 8.06%
• 10Y*: —

SFYX

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

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

BKMC vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BKMC BNY Mellon US Mid Cap Core Equity ETF	11.69%	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%

Correlation

The correlation between BKMC and SFYX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (All Time) Calculated using the full available price history since Apr 13, 2020	0.92

The correlation between BKMC and SFYX shifts across timeframes, from 0.78 (1 year) to 0.93 (5 years), reflecting how their relationship changes across market environments.

BKMC vs. SFYX - Sectors Allocation Comparison

Sectors	BKMC	SFYX
Industrials	22.9%	20.5%
Technology	16.2%	16.9%
Financial Services	12.4%	15.9%
Healthcare	11.4%	12.1%
Consumer Cyclical	9.1%	9.9%
Real Estate	7.6%	6.4%
Basic Materials	4.6%	3.2%
Consumer Defensive	4.3%	3.0%
Communication Services	3.5%	4.5%
Energy	3.3%	4.5%
Utilities	2.4%	2.2%

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: 49
BKMC Sharpe Ratio Rank: 47
BKMC Sortino Ratio Rank: 48
BKMC Omega Ratio Rank: 44
BKMC Calmar Ratio Rank: 50
BKMC Martin Ratio Rank: 55

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	1.64	—	—
Sortino ratio Return per unit of downside risk	2.40	—	—
Omega ratio Gain probability vs. loss probability	1.29	—	—
Calmar ratio Return relative to maximum drawdown	2.52	—	—
Martin ratio Return relative to average drawdown	9.72	—	—
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	1.64	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.83	—	—

Drawdowns

Drawdown Indicators

	BKMC	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-25.02%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-23.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.02%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-6.55%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.55%	—	—

Volatility

Volatility by Period

	BKMC	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.20%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.97%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.12%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.77%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.16%	—	—

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%.

Dividends

BKMC vs. SFYX - Dividend Comparison

BKMC's dividend yield for the trailing twelve months is around 1.38%, more than SFYX's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
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%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both BKMC and SFYX in my portfolio?

BKMC and SFYX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BKMC or SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BKMC or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.04% for BKMC.

Which ETF pays a higher dividend yield, BKMC or SFYX?

BKMC has the higher dividend yield at 1.38%, compared with 1.36% for SFYX.

What is the main difference between BKMC and SFYX?

BKMC tracks Morningstar US Mid Cap Index, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: BNY Mellon and Toroso Investments. Their fees differ too: 0.04% for BKMC and 0.00% for SFYX.