BKMC vs VOO
BNY Mellon US Mid Cap Core Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BKMC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $655M | $979.0B | |
| Dividend Yield | 0.45% | 1.09% | |
| Holdings | 403 | 509 | |
| YTD Return | -61.89% | +13.72% | |
| 1Y Return | -59.62% | +21.63% | |
| 3Y Return (annualized) | -19.87% | +21.55% | |
| 5Y Return (annualized) | -13.23% | +13.26% | |
| Volatility (annualized) | 32.3% | 14.1% | |
| Max Drawdown | -67.7% | -34.3% | |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2020 | Sep 7, 2010 |
BKMC vs VOO Performance
BNY Mellon US Mid Cap Core Equity ETF (BKMC) is a ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BKMC returned -59.62% while VOO returned +21.63%. Year to date, BKMC is down 61.89% versus a gain of 13.72% for VOO.
Over three years, BKMC compounded at -19.87% per year against +21.55% for VOO; over five years the annualized figures are -13.23% and +13.26% respectively. Across the full 6-year window we track, VOO has the edge at +13.56% annualized vs -2.65%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKMC has been the more volatile fund, with annualized monthly volatility of 32.3% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -67.7% for BKMC and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BKMC charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BKMC currently yields 0.45% against 1.09% for VOO.
Holdings Overlap
BKMC and VOO share 71 holdings out of 835 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKMC or VOO?
BKMC has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BKMC or VOO?
Over the past year BKMC returned -59.62% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), BKMC annualized -2.65% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, BKMC or VOO?
BKMC has been the more volatile fund at 32.3% annualized versus 14.1% for VOO. Worst drawdown: BKMC -67.7% vs VOO -34.3%.
Should I hold both BKMC and VOO?
BKMC and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BKMC and VOO?
BKMC and VOO share 71 common holdings with a 1.3% weight overlap. Combined, they hold 835 unique securities.
Which pays a higher dividend, BKMC or VOO?
BKMC yields 0.45% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.