BSMIX vs. BKMC

In the year-to-date period, BSMIX achieves a -6.35% return, which is significantly lower than BKMC's -4.83% return.

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BSMIX has a 0.12% expense ratio, which is higher than BKMC's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and BNY Mellon US Mid Cap Core Equity ETF (BKMC). 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.

The current BSMIX Sharpe Ratio is -0.01, which is lower than the BKMC Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of BSMIX and BKMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSMIX's dividend yield for the trailing twelve months is around 1.44%, less than BKMC's 1.59% yield.

The maximum BSMIX drawdown since its inception was -41.32%, which is greater than BKMC's maximum drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for BSMIX and BKMC. For additional features, visit the drawdowns tool.