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BKSE vs IJR

BNY Mellon US Small Cap Core Equity ETF vs iShares Core S&P Small-Cap ETF

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR is significantly larger than BKSE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BKSE has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKSEIJR
Annual cost (TER)0.04%0.06%
Fund size (AUM)$81M$102.6B
Since20202000
Dividend yield1.19%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+33.1%
CAGR 3Y+18.1%+15.4%
CAGR 5Y+7.0%+5.9%
Sharpe 3Y0.750.63
Volatility 1Y17.76%17.65%
Max drawdown-29.08%-44.36%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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