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Upturn AI SWOT - About
BNY Mellon Core Bond ETF (BKAG)
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Upturn Advisory Summary
10/24/2025: BKAG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.49% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 39.58 - 42.29 | Updated Date 06/30/2025 |
52 Weeks Range 39.58 - 42.29 | Updated Date 06/30/2025 |
Upturn AI SWOT
BNY Mellon Core Bond ETF
ETF Overview
Overview
The BNY Mellon Core Bond ETF (BKAG) seeks to track the performance of a broad, market-weighted index of investment-grade U.S. dollar-denominated bonds. It aims to provide investors with exposure to the U.S. investment-grade bond market.
Reputation and Reliability
BNY Mellon is a well-established and reputable financial institution with extensive experience in asset management.
Management Expertise
BNY Mellon has a team of experienced portfolio managers and fixed-income specialists overseeing the ETF.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: BKAG employs a passive management strategy, seeking to replicate the holdings and weightings of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF primarily holds U.S. government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities, all investment-grade.
Market Position
Market Share: Insufficient information available to provide an exact market share.
Total Net Assets (AUM): 517900000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The ETF market for core bond funds is highly competitive, with several large and well-established players. BKAG competes with larger ETFs like AGG and BND, requiring it to differentiate itself through factors like expense ratio or tracking efficiency. Its disadvantage is lower AUM which may reflect in relatively low liquidity.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Comparison against the Bloomberg U.S. Aggregate Bond Index requires performance data.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
Average trading volume should be retrieved from live market data to accurately assess the ETF's liquidity.
Bid-Ask Spread
The bid-ask spread varies with market conditions, and its precise value requires current market data.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly influence the performance of BKAG due to its exposure to fixed-income securities. Changes in monetary policy and credit spreads also impact the ETF.
Growth Trajectory
The ETF's growth is tied to overall demand for core bond exposure and its ability to attract assets through competitive pricing and performance. Shifts in investor sentiment towards risk and fixed income affect its AUM.
Moat and Competitive Advantages
Competitive Edge
BKAG's competitive edge stems from its low expense ratio and the brand recognition of BNY Mellon. Its investment strategy, closely tracking the Bloomberg U.S. Aggregate Bond Index, provides broad market exposure. The ETF offers a cost-effective way to access the investment-grade U.S. bond market. While it's a passively managed fund, BNY Mellon's expertise in fixed income provides investors confidence.
Risk Analysis
Volatility
BKAG's volatility is generally lower than equity ETFs but is still subject to interest rate risk and credit risk.
Market Risk
The primary market risks include interest rate risk (rising rates can decrease bond values) and credit risk (risk of issuer default).
Investor Profile
Ideal Investor Profile
The ideal investor for BKAG is one seeking stable, diversified exposure to the U.S. investment-grade bond market. This ETF suits risk-averse investors seeking income generation or capital preservation.
Market Risk
BKAG is best suited for long-term investors seeking a core bond holding for diversification and income, or passive index followers.
Summary
The BNY Mellon Core Bond ETF (BKAG) offers a cost-effective way to access the U.S. investment-grade bond market by tracking the Bloomberg U.S. Aggregate Bond Index. With a low expense ratio and BNY Mellon's brand, it provides diversified exposure to government, corporate, and mortgage-backed securities. Investors should be aware of interest rate and credit risks. BKAG is ideal for long-term investors seeking income and capital preservation, particularly those who prioritize low costs and broad market exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon Investment Management Website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may not be available for all ETFs.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BNY Mellon Core Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in bonds, TBA transactions representing bonds and ETFs providing exposure to such securities. The Bloomberg US Aggregate Total Return Index is designed to measure the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market. It is non-diversified.
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