BKMC vs VOO

BKMC vs VOO

Which is better, BKMC or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. BKMC is less concentrated, with 5.2% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: BKMC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBKMCVOO
Expense Ratio0.04%0.03%Best
AUM$648M$997.4B
Dividend Yield2.03%1.04%
Holdings405509
YTD Return+8.50%+12.25%Best
1Y Return+10.95%+17.03%Best
3Y Return (annualized)+14.65%+21.25%Best
5Y Return (annualized)+7.13%+13.08%Best
Volatility (annualized)17.1%15.3%Best
Max Drawdown-25.0%-24.5%Best
$10,000 over 5 years$14,111$18,490Best
Top 10 Weight5.2%Best37.6%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionApr 7, 2020Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Apr 9, 2020 to Sep 17, 2026 (6.4 years).

BKMC vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.4 years both funds cover.

BKMC vs VOO Performance

BNY Mellon US Mid Cap Core Equity ETF (BKMC) is an ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BKMC returned +10.95% while VOO returned +17.03%. Year to date, BKMC is up 8.50% versus a gain of 12.25% for VOO.

Over three years, BKMC compounded at +14.65% per year against +21.25% for VOO; over five years the annualized figures are +7.13% and +13.08% respectively. Across the full 6-year window we track, VOO has the edge at +18.38% annualized vs +14.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKMC has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.3% 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 -25.0% for BKMC and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

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 2.03% against 1.04% for VOO.

Holdings Overlap

BKMC already in VOO22.5%
VOO already in BKMC1.4%

22.5% of BKMC's money is in holdings VOO also owns. 1.4% of VOO's money is in holdings BKMC also owns.

BKMC and VOO share little of their money.

72 positions in common, counted across the 402 positions we hold weights for in BKMC and 494 in VOO, against full books of 405 and 509.

What only one of them owns

Our book lists 416 positions for VOO that do not appear in our book for BKMC (97.8% of the fund), and 313 for BKMC that do not appear in VOO (73.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BKMCWeight in VOODifference
CFCf Industries Holdings Inc.0.52%0.03%0.49%
VTRSViatris Inc.0.50%0.03%0.47%
SNASnap-On Inc.0.49%0.03%0.46%
CHRWCH Robinson Worldwide0.43%0.03%0.40%
BALLBall Corp0.43%0.03%0.40%
PTCPtc Inc0.43%0.02%0.41%
LDOSLeidos Holdings, Inc.0.42%0.02%0.40%
NDSNNordson Corp0.42%0.02%0.40%
GENGen Digital Inc0.42%0.02%0.40%
ZBRAZebra Technologies Corp0.42%0.02%0.40%

22.5% of BKMC is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BKMCVOO

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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, by $1 a year on a $10,000 investment.

Which performed better, BKMC or VOO?

Over the past year BKMC returned +10.95% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), BKMC annualized +14.57% vs +18.38% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKMC or VOO?

BKMC has been the more volatile fund at 17.1% annualized versus 15.3% for VOO. Worst drawdown: BKMC -25.0% vs VOO -24.5%.

Should I hold both BKMC and VOO?

BKMC and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BKMC and VOO?

22.5% of BKMC's money is in holdings VOO also owns. 1.4% of VOO's is in holdings BKMC also owns. They hold 72 positions in common, counted across the 402 positions we hold weights for in BKMC and 494 in VOO.

Which pays a higher dividend, BKMC or VOO?

BKMC yields 2.03% while VOO yields 1.04%, so BKMC currently pays the higher dividend yield.

Is VOO better than BKMC?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. BKMC is less concentrated, with 5.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.