BKSE vs VOO
BKSE vs VOO
BNY Mellon US Small Cap Core Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BKSE offers more diversification with 590 holdings.
Side-by-Side Comparison
| Metric | BKSE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.03% | |
| AUM | $87M | $979.0B | |
| Dividend Yield | 0.37% | 1.09% | |
| Holdings | 603 | 509 | |
| YTD Return | -59.77% | +13.80% | |
| 1Y Return | -54.34% | +23.71% | |
| 3Y Return (annualized) | -18.43% | +21.50% | |
| 5Y Return (annualized) | -12.46% | +13.44% | |
| Volatility (annualized) | 33.5% | 14.1% | |
| Max Drawdown | -67.3% | -34.3% | |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2020 | Sep 7, 2010 |
BKSE vs VOO Performance
BNY Mellon US Small Cap Core Equity ETF (BKSE) 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 BKSE returned -54.34% while VOO returned +23.71%. Year to date, BKSE is down 59.77% versus a gain of 13.80% for VOO.
Over three years, BKSE compounded at -18.43% per year against +21.50% for VOO; over five years the annualized figures are -12.46% and +13.44% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs -1.66%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKSE has been the more volatile fund, with annualized monthly volatility of 33.5% 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 -67.3% for BKSE 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
BKSE 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, BKSE currently yields 0.37% against 1.09% for VOO.
Holdings Overlap
BKSE and VOO share 0 holdings out of 1095 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 VOO?
BKSE 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, BKSE or VOO?
Over the past year BKSE returned -54.34% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), BKSE annualized -1.66% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BKSE or VOO?
BKSE has been the more volatile fund at 33.5% annualized versus 14.1% for VOO. Worst drawdown: BKSE -67.3% vs VOO -34.3%.
Should I hold both BKSE and VOO?
BKSE 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 BKSE and VOO?
BKSE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1095 unique securities.
Which pays a higher dividend, BKSE or VOO?
BKSE yields 0.37% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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