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ITOT vs BKMC
iShares Core S&P Total U.S. Stock Market ETF vs BNY Mellon US Mid Cap Core Equity ETF
Key differences
- ITOT is significantly larger than BKMC — 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
| ITOT | BKMC | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.04% |
| Fund size (AUM) | $88.9B | $621M |
| Since | 2004 | 2020 |
| Dividend yield | 1.03% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +23.1% |
| CAGR 3Y | +22.8% | +16.2% |
| CAGR 5Y | +12.9% | +8.0% |
| Sharpe 3Y | 1.20 | 0.75 |
| Volatility 1Y | 12.36% | 15.21% |
| Max drawdown | -35.00% | -25.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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