BKSE vs IVV
BNY Mellon US Small Cap Core Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BKSE offers more diversification with 605 holdings.
Side-by-Side Comparison
| Metric | BKSE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $92M | $907.0B | |
| Dividend Yield | 1.85% | 1.10% | |
| Holdings | 605 | 508 | |
| YTD Return | -60.50% | +12.28% | |
| 1Y Return | -56.47% | +20.94% | |
| 3Y Return (annualized) | -17.86% | +21.81% | |
| 5Y Return (annualized) | -12.36% | +13.05% | |
| Volatility (annualized) | 33.4% | 15.1% | |
| Max Drawdown | -67.3% | -56.5% | |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2020 | May 15, 2000 |
BKSE vs IVV Performance
BNY Mellon US Small Cap Core Equity ETF (BKSE) is a ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BKSE returned -56.47% while IVV returned +20.94%. Year to date, BKSE is down 60.50% versus a gain of 12.28% for IVV.
Over three years, BKSE compounded at -17.86% per year against +21.81% for IVV; over five years the annualized figures are -12.36% and +13.05% respectively. Across the full 6-year window we track, IVV has the edge at +6.98% annualized vs -1.93%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKSE has been the more volatile fund, with annualized monthly volatility of 33.4% compared with 15.1% for IVV. 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 -67.3% for BKSE and -56.5% for IVV. 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
BKSE charges 0.04% per year while IVV 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, BKSE currently yields 1.85% against 1.10% for IVV.
Holdings Overlap
BKSE and IVV share 0 holdings out of 1084 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKSE or IVV?
BKSE has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, BKSE or IVV?
Over the past year BKSE returned -56.47% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), BKSE annualized -1.93% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BKSE or IVV?
BKSE has been the more volatile fund at 33.4% annualized versus 15.1% for IVV. Worst drawdown: BKSE -67.3% vs IVV -56.5%.
Should I hold both BKSE and IVV?
BKSE and IVV 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 BKSE and IVV?
BKSE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1084 unique securities.
Which pays a higher dividend, BKSE or IVV?
BKSE yields 1.85% while IVV yields 1.10%, so BKSE currently pays the higher dividend yield.
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