BKDV
BKDV 1-star rating from Upturn Advisory

BNY Mellon ETF Trust II (BKDV)

BNY Mellon ETF Trust II (BKDV) 1-star rating from Upturn Advisory
$29.52
Last Close (24-hour delay)
Profit since last BUY15.63%
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BUY since 144 days
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Upturn Advisory Summary

12/24/2025: BKDV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 12.25%
Avg. Invested days 86
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 21.87 - 26.56
Updated Date 06/28/2025
52 Weeks Range 21.87 - 26.56
Updated Date 06/28/2025

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BNY Mellon ETF Trust II

BNY Mellon ETF Trust II(BKDV) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

BNY Mellon ETF Trust II is an exchange-traded fund that offers investors exposure to various asset classes and investment strategies. Its focus can vary widely depending on the specific ETF within the trust, encompassing equity, fixed income, and alternative investments. The trust aims to provide accessible and cost-effective investment solutions.

Reputation and Reliability logo Reputation and Reliability

BNY Mellon is a prominent global investment company with a long-standing reputation for financial services, asset management, and custody. Its extensive history and robust infrastructure contribute to its reliability in the ETF market.

Leadership icon representing strong management expertise and executive team Management Expertise

BNY Mellon leverages the expertise of its asset management divisions, which employ experienced portfolio managers and research teams to develop and oversee its ETF offerings. The specific expertise varies by the strategy of each individual ETF.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of ETFs within BNY Mellon ETF Trust II is to provide investors with returns that align with the performance of their underlying benchmark or investment strategy. This could range from tracking a specific market index to achieving capital appreciation or income generation.

Investment Approach and Strategy

Strategy: ETFs within BNY Mellon ETF Trust II can employ various strategies, including passive index tracking, active management, factor-based investing, or thematic investing, depending on the specific fund.

Composition The composition varies greatly by ETF. Holdings can include equities (across market caps and geographies), fixed income securities (government and corporate bonds), commodities, and other asset classes.

Market Position

Market Share: Information on the specific market share of BNY Mellon ETF Trust II as a whole is not readily available as it is a trust holding multiple ETFs. Market share is typically analyzed at the individual ETF level.

Total Net Assets (AUM):

Competitors

Key Competitors logo Key Competitors

Competitive Landscape

The ETF market is highly competitive, with numerous issuers offering a wide range of products. BNY Mellon ETFs compete with offerings from major players like iShares (BlackRock), Vanguard, SPDR (State Street), and Invesco. Advantages for BNY Mellon may include its brand recognition, distribution network, and competitive expense ratios on certain products. Disadvantages could include a smaller overall ETF offering size compared to some behemoths, potentially impacting liquidity for niche products.

Financial Performance

Historical Performance: Historical performance data is specific to each individual ETF within the BNY Mellon ETF Trust II. Investors must consult the prospectus and fund fact sheets for the particular ETF they are interested in.

Benchmark Comparison: Each ETF within the trust is designed to perform relative to a specific benchmark index or investment objective. Performance comparisons are made against these designated benchmarks.

Expense Ratio: Expense ratios vary significantly across the different ETFs within BNY Mellon ETF Trust II. Investors should refer to individual ETF prospectuses for precise figures.

Liquidity

Average Trading Volume

Average trading volume is specific to each ETF within the trust and is a key indicator of its liquidity.

Bid-Ask Spread

The bid-ask spread is also specific to each individual ETF and reflects the immediate cost of trading the security.

Market Dynamics

Market Environment Factors

Market dynamics affecting ETFs within BNY Mellon ETF Trust II are influenced by macroeconomic factors such as interest rates, inflation, economic growth, geopolitical events, and sector-specific trends relevant to the underlying assets of each ETF.

Growth Trajectory

The growth trajectory of individual ETFs within the trust depends on their investment strategy, market performance, investor demand, and the overall growth of the ETF industry. Changes in strategy and holdings are guided by the respective ETF's investment objective and market conditions.

Moat and Competitive Advantages

Competitive Edge

BNY Mellon ETF Trust II's competitive edge, across its various offerings, often stems from its established brand reputation, extensive global distribution network, and commitment to providing cost-effective investment solutions. Some ETFs may also benefit from unique indexing methodologies or access to specific asset classes not readily available elsewhere. The issuer's strong financial backing provides a layer of perceived reliability and stability for investors.

Risk Analysis

Volatility

Volatility is ETF-specific and depends on the underlying assets. Equity-focused ETFs will generally exhibit higher volatility than bond-focused ETFs. Market risk, credit risk, interest rate risk, and sector-specific risks are all potential contributors.

Market Risk

Market risk for ETFs within this trust is inherent to the securities they hold. For instance, equity ETFs are subject to stock market fluctuations, while bond ETFs are sensitive to interest rate changes and credit quality of issuers.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies significantly depending on the specific ETF. Generally, investors seeking diversified exposure to specific markets or asset classes, cost-effective investment vehicles, and transparency in holdings would be suitable. Some ETFs may appeal to income-focused investors, while others target growth-oriented individuals.

Market Risk

Suitability depends on the individual ETF's strategy. Many ETFs within the trust are well-suited for long-term investors seeking to track broad market indices or specific sectors passively. Some actively managed ETFs might appeal to investors looking for potential alpha generation.

Summary

BNY Mellon ETF Trust II is a trust housing a diverse range of exchange-traded funds, issued by the reputable BNY Mellon. These ETFs aim to provide investors with returns aligned with various investment objectives and benchmarks, utilizing strategies from passive index tracking to active management. The trust's offerings cater to a broad investor base, with specific suitability depending on each ETF's underlying assets and strategy. While precise market share and financial performance figures are ETF-specific, BNY Mellon's established presence and commitment to cost-effectiveness are key competitive factors.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • BNY Mellon Investor Relations (Hypothetical - actual fund data would be sourced from BNY Mellon's official ETF pages and prospectuses)
  • Financial data aggregators (e.g., Bloomberg, Refinitiv - for general market and issuer data)
  • SEC Filings (for detailed fund information)

Disclaimers:

This JSON output is a structured representation of information pertaining to BNY Mellon ETF Trust II. Specific details such as market share, AUM, historical performance, expense ratios, trading volume, and bid-ask spreads are highly dependent on the individual ETFs within the trust and are not universally applicable to the trust as a whole. Investors must consult the official prospectuses and fact sheets for each specific ETF before making investment decisions. The AI-based rating is a general assessment and not financial advice. Data accuracy and completeness are subject to the availability and reliability of underlying sources.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About BNY Mellon ETF Trust II

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

To pursue its goal, the fund normally invests substantially all of its assets in stocks. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in companies considered by the fund's sub-adviser, NIMNA (sub-adviser), to be value companies. The fund invests principally in common stocks.