BKSE vs VYM
BNY Mellon US Small Cap Core Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BKSE or VYM?
Small Cap Blend against Large Cap Value.
BKSE led over 1Y and the full window, VYM over 3Y and 5Y. BKSE is less concentrated, with 3.6% of the fund in its ten largest positions against 26.1%.
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
| Metric | BKSE | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $88M | $81.6B |
| Dividend Yield | 1.85% | 2.22% |
| Holdings | 598 | 613 |
| YTD Return | +10.30%Best | +8.51% |
| 1Y Return | +14.66%Best | +12.18% |
| 3Y Return (annualized) | +17.36% | +17.98%Best |
| 5Y Return (annualized) | +7.38% | +11.52%Best |
| Volatility (annualized) | 19.5% | 13.8%Best |
| Max Drawdown | -29.1% | -15.8%Best |
| $10,000 over 5 years | $14,276 | $17,249Best |
| Top 10 Weight | 3.6%Best | 26.1% |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Apr 7, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 9, 2020 to Sep 30, 2026 (6.5 years).
BKSE vs VYM 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 6.5 years both funds cover.
BKSE vs VYM Performance
BNY Mellon US Small Cap Core Equity ETF (BKSE) is an ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BKSE returned +14.66% while VYM returned +12.18%. Year to date, BKSE is up 10.30% versus a gain of 8.51% for VYM.
Over three years, BKSE compounded at +17.36% per year against +17.98% for VYM; over five years the annualized figures are +7.38% and +11.52% respectively. Across the full 7-year window we track, BKSE has the edge at +14.96% annualized vs +14.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKSE has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 13.8% 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 -29.1% for BKSE and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
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 1.85% against 2.22% for VYM.
Holdings Overlap
29.1% of BKSE's money is in holdings VYM also owns. 2.7% of VYM's money is in holdings BKSE also owns.
BKSE and VYM share little of their money.
155 positions in common, counted across the 584 positions we hold weights for in BKSE and 557 in VYM, against full books of 598 and 613.
What only one of them owns
Our book lists 376 positions for VYM that do not appear in our book for BKSE (94.4% of the fund), and 409 for BKSE that do not appear in VYM (66.1%).
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
| Stock | Weight in BKSE | Weight in VYM | Difference |
|---|---|---|---|
| SMSm Energy Co | 0.36% | 0.03% | 0.33% |
| THGHanover Insurance Group Inc | 0.35% | 0.03% | 0.32% |
| NOVNov Inc Common Stock | 0.34% | 0.03% | 0.31% |
| AVTAvnet Inc | 0.32% | 0.03% | 0.29% |
| TEXTerex Corp | 0.31% | 0.03% | 0.28% |
| WFRDWeatherford International Plc | 0.30% | 0.03% | 0.27% |
| CHEChemed Corp | 0.30% | 0.03% | 0.27% |
| PBFPbf Energy Inc | 0.30% | 0.03% | 0.27% |
| LWLambwestonholdings Inc. | 0.30% | 0.03% | 0.27% |
| INGRIngredion Inc | 0.29% | 0.03% | 0.26% |
29.1% of BKSE is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKSE or VYM?
BKSE has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, BKSE or VYM?
Over the past year BKSE returned +14.66% vs +12.18% for VYM, so BKSE leads on 1-year performance. Over the longest common window we track (7 years), BKSE annualized +14.96% vs +14.19% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKSE or VYM?
BKSE has been the more volatile fund at 19.5% annualized versus 13.8% for VYM. Worst drawdown: BKSE -29.1% vs VYM -15.8%.
Should I hold both BKSE and VYM?
BKSE and VYM have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BKSE and VYM?
29.1% of BKSE's money is in holdings VYM also owns. 2.7% of VYM's is in holdings BKSE also owns. They hold 155 positions in common, counted across the 584 positions we hold weights for in BKSE and 557 in VYM.
Which pays a higher dividend, BKSE or VYM?
BKSE yields 1.85% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BKSE?
BKSE led over 1Y and the full window, VYM over 3Y and 5Y. BKSE is less concentrated, with 3.6% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.