BKSE vs VYM
BNY Mellon US Small Cap Core Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM delivered stronger 1-year returns. BKSE offers more diversification with 590 holdings.
Side-by-Side Comparison
| Metric | BKSE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.04% | |
| AUM | $87M | $79.0B | |
| Dividend Yield | 0.37% | 2.86% | |
| Holdings | 603 | 568 | |
| YTD Return | -59.88% | +16.16% | |
| 1Y Return | -54.53% | +26.05% | |
| 3Y Return (annualized) | -18.33% | +18.43% | |
| 5Y Return (annualized) | -12.64% | +12.21% | |
| Volatility (annualized) | 33.4% | 14.6% | |
| Max Drawdown | -67.3% | -58.8% | |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2020 | Nov 10, 2006 |
BKSE vs VYM Performance
BNY Mellon US Small Cap Core Equity ETF (BKSE) is a ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BKSE returned -54.53% while VYM returned +26.05%. Year to date, BKSE is down 59.88% versus a gain of 16.16% for VYM.
Over three years, BKSE compounded at -18.33% per year against +18.43% for VYM; over five years the annualized figures are -12.64% and +12.21% respectively. Across the full 6-year window we track, VYM has the edge at +7.09% annualized vs -1.70%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BKSE charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BKSE currently yields 0.37% against 2.86% for VYM.
Holdings Overlap
BKSE and VYM share 158 holdings out of 990 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKSE or VYM?
BKSE has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, BKSE or VYM?
Over the past year BKSE returned -54.53% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BKSE annualized -1.70% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BKSE or VYM?
BKSE has been the more volatile fund at 33.4% annualized versus 14.6% for VYM. Worst drawdown: BKSE -67.3% vs VYM -58.8%.
Should I hold both BKSE and VYM?
BKSE and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BKSE and VYM?
BKSE and VYM share 158 common holdings with a 2.7% weight overlap. Combined, they hold 990 unique securities.
Which pays a higher dividend, BKSE or VYM?
BKSE yields 0.37% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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