FFOX vs. BKMC

Last updated Jun 4, 2026

FFOX (FundX Future Fund Opportunities ETF) and BKMC (BNY Mellon US Mid Cap Core Equity ETF) are both Mid Cap Growth Equities funds. FFOX is actively managed, while BKMC is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. FFOX charges 1.02%/yr vs 0.04%/yr for BKMC.

Performance

FFOX vs. BKMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Future Fund Opportunities ETF (FFOX) and BNY Mellon US Mid Cap Core Equity ETF (BKMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FFOX achieves a 3.19% return, which is significantly lower than BKMC's 11.31% return.

FFOX

• 1D: -0.71%
• 1M: -1.26%
• YTD: 3.19%
• 6M: 1.62%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BKMC

• 1D: -0.34%
• 1M: 3.45%
• YTD: 11.31%
• 6M: 11.40%
• 1Y: 23.02%
• 3Y*: 16.09%
• 5Y*: 7.85%
• 10Y*: —

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

FFOX vs. BKMC - Yearly Performance Comparison

	2026 (YTD)	2025
FFOX FundX Future Fund Opportunities ETF	3.19%	9.95%
BKMC BNY Mellon US Mid Cap Core Equity ETF	11.31%	9.25%

Correlation

The correlation between FFOX and BKMC is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 11, 2025	0.91

Return for Risk

FFOX vs. BKMC — Risk / Return Rank

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

BKMC

BKMC Risk / Return Rank: 46
BKMC Sharpe Ratio Rank: 43
BKMC Sortino Ratio Rank: 45
BKMC Omega Ratio Rank: 41
BKMC Calmar Ratio Rank: 48
BKMC Martin Ratio Rank: 53

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.

FFOX vs. BKMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Future Fund Opportunities ETF (FFOX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FFOX	BKMC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.53	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	0.82	-0.02

Drawdowns

FFOX vs. BKMC - Drawdown Comparison

The maximum FFOX drawdown since its inception was -12.41%, smaller than the maximum BKMC drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for FFOX and BKMC.

Drawdown Indicators

	FFOX	BKMC	Difference
Max Drawdown Largest peak-to-trough decline	-12.41%	-25.02%	+12.61%
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	-4.06%	-0.34%	-3.72%
Average Drawdown Average peak-to-trough decline	-2.23%	-6.55%	+4.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	FFOX	BKMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.16%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.93%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.30%	15.12%	+2.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.30%	18.77%	-1.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.30%	19.16%	-1.86%

FFOX vs. BKMC - Expense Ratio Comparison

FFOX has a 1.02% expense ratio, which is higher than BKMC's 0.04% expense ratio.

Dividends

FFOX vs. BKMC - Dividend Comparison

FFOX's dividend yield for the trailing twelve months is around 1.76%, more than BKMC's 1.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
BKMC BNY Mellon US Mid Cap Core Equity ETF	1.38%	1.35%	1.54%	1.38%	1.63%	1.15%	0.86%
FFOX FundX Future Fund Opportunities ETF	1.76%	1.81%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FFOX and BKMC in my portfolio?

With a correlation of 0.91, FFOX and BKMC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, FFOX or BKMC?

On fees, BKMC is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FFOX or BKMC?

BKMC is cheaper with a 0.04% expense ratio, compared with 1.02% for FFOX.

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

FFOX has the higher dividend yield at 1.76%, compared with 1.38% for BKMC.

What is the main difference between FFOX and BKMC?

They also come from different issuers: FundX and BNY Mellon. Their fees differ too: 1.02% for FFOX and 0.04% for BKMC.