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BKSE vs ITOT

BNY Mellon US Small Cap Core Equity ETF vs iShares Core S&P Total U.S. Stock Market ETF

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

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

Side-by-side comparison

BKSEITOT
Annual cost (TER)0.04%0.03%
Fund size (AUM)$81M$88.9B
Since20202004
Dividend yield1.19%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+29.5%
CAGR 3Y+18.1%+22.8%
CAGR 5Y+7.0%+12.9%
Sharpe 3Y0.751.20
Volatility 1Y17.76%12.36%
Max drawdown-29.08%-35.00%

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

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