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BKSE vs SCHX

BNY Mellon US Small Cap Core Equity ETF vs Schwab U.S. Large-Cap ETF

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

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

Side-by-side comparison

BKSESCHX
Annual cost (TER)0.04%0.03%
Fund size (AUM)$81M$68.2B
Since20202009
Dividend yield1.19%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+28.6%
CAGR 3Y+18.1%+23.2%
CAGR 5Y+7.0%+13.4%
Sharpe 3Y0.751.23
Volatility 1Y17.76%12.16%
Max drawdown-29.08%-34.33%

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

Similar to BKSE and SCHX