Screener
BKLC vs JUSA
BNY Mellon US Large Cap Core Equity ETF vs JPMorgan U.S. Research Enhanced Large Cap ETF
Key differences
Both BKLC and JUSA are equity ETFs. BKLC charges 0.00% a year and JUSA 0.12%. The main difference: BKLC follows a index tracking strategy; JUSA uses active selection.
- BKLC follows a index tracking strategy; JUSA uses active selection.
- BKLC costs 0.12% less per year.
- BKLC is much larger than JUSA. Larger funds are usually more liquid and less likely to close.
- BKLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BKLC | JUSA | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.12% |
| Fund size (AUM) | $5.4B | $319M |
| Since | 2020 | 2025 |
| Dividend yield | 1.01% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.0% | +24.0% |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 12.44% | 12.08% |
| Max drawdown | -26.14% | -14.02% |
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