BKSE vs. ISCB
Compare and contrast key facts about BNY Mellon US Small Cap Core Equity ETF (BKSE) and iShares Morningstar Small-Cap ETF (ISCB).
BKSE and ISCB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKSE is a passively managed fund by The Bank of New York Mellon Corp. that tracks the performance of the Morningstar US Small Cap Index. It was launched on Apr 9, 2020. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004. Both BKSE and ISCB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKSE or ISCB.
Correlation
The correlation between BKSE and ISCB is 0.81, 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.
Performance
BKSE vs. ISCB - Performance Comparison
Key characteristics
BKSE:
0.06
ISCB:
0.09
BKSE:
0.26
ISCB:
0.29
BKSE:
1.03
ISCB:
1.04
BKSE:
0.05
ISCB:
0.07
BKSE:
0.16
ISCB:
0.23
BKSE:
8.78%
ISCB:
8.28%
BKSE:
23.40%
ISCB:
23.26%
BKSE:
-29.08%
ISCB:
-61.25%
BKSE:
-15.31%
ISCB:
-14.20%
Returns By Period
In the year-to-date period, BKSE achieves a -7.21% return, which is significantly lower than ISCB's -6.32% return.
BKSE
-7.21%
15.64%
-12.06%
1.46%
12.32%
N/A
ISCB
-6.32%
16.29%
-11.26%
2.11%
10.53%
5.96%
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BKSE vs. ISCB - Expense Ratio Comparison
Both BKSE and ISCB have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
BKSE vs. ISCB — Risk-Adjusted Performance Rank
BKSE
ISCB
BKSE vs. ISCB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon US Small Cap Core Equity ETF (BKSE) and iShares Morningstar Small-Cap ETF (ISCB). 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.
Dividends
BKSE vs. ISCB - Dividend Comparison
BKSE's dividend yield for the trailing twelve months is around 1.54%, more than ISCB's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKSE BNY Mellon US Small Cap Core Equity ETF | 1.54% | 1.55% | 1.39% | 1.50% | 1.17% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISCB iShares Morningstar Small-Cap ETF | 1.43% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% | 1.18% |
Drawdowns
BKSE vs. ISCB - Drawdown Comparison
The maximum BKSE drawdown since its inception was -29.08%, smaller than the maximum ISCB drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for BKSE and ISCB. For additional features, visit the drawdowns tool.
Volatility
BKSE vs. ISCB - Volatility Comparison
BNY Mellon US Small Cap Core Equity ETF (BKSE) and iShares Morningstar Small-Cap ETF (ISCB) have volatilities of 11.27% and 11.71%, 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.