BKSE vs. VIOG
Compare and contrast key facts about BNY Mellon US Small Cap Core Equity ETF (BKSE) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
BKSE and VIOG 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. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. Both BKSE and VIOG 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 VIOG.
Key characteristics
| BKSE | VIOG | |
|---|---|---|
| YTD Return | 6.33% | 8.88% |
| 1Y Return | 18.06% | 19.81% |
| 3Y Return (Ann) | 2.98% | 2.12% |
| Sharpe Ratio | 0.97 | 1.10 |
| Daily Std Dev | 20.02% | 19.74% |
| Max Drawdown | -29.08% | -41.73% |
| Current Drawdown | -2.33% | -4.03% |
Correlation
The correlation between BKSE and VIOG 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.
Performance
BKSE vs. VIOG - Performance Comparison
In the year-to-date period, BKSE achieves a 6.33% return, which is significantly lower than VIOG's 8.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BKSE vs. VIOG - Expense Ratio Comparison
BKSE has a 0.04% expense ratio, which is lower than VIOG's 0.15% 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%.
Risk-Adjusted Performance
BKSE vs. VIOG - 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 Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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. VIOG - Dividend Comparison
BKSE's dividend yield for the trailing twelve months is around 1.45%, more than VIOG's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKSE BNY Mellon US Small Cap Core Equity ETF | 1.45% | 1.38% | 1.50% | 1.17% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.09% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
Drawdowns
BKSE vs. VIOG - Drawdown Comparison
The maximum BKSE drawdown since its inception was -29.08%, smaller than the maximum VIOG drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for BKSE and VIOG. For additional features, visit the drawdowns tool.
Volatility
BKSE vs. VIOG - Volatility Comparison
BNY Mellon US Small Cap Core Equity ETF (BKSE) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 6.23% and 6.48%, 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.