Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
BNY Mellon ETF Trust II (BKDV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: BKDV (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 3.31% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
BNY Mellon ETF Trust II
ETF Overview
Overview
BNY Mellon ETF Trust II is a platform offering various exchange-traded funds, each with its own specific investment objective, typically focused on tracking specific market indices or sectors.
Reputation and Reliability
BNY Mellon is a reputable financial institution with a long history and significant experience in asset management.
Management Expertise
BNY Mellon has experienced investment professionals managing its ETFs, leveraging their expertise in portfolio construction and risk management.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the BNY Mellon ETF Trust II platform, but it typically involves tracking the performance of a particular index or sector.
Investment Approach and Strategy
Strategy: ETFs within the Trust generally aim to passively track a specific index, sector, or commodity.
Composition The assets held by each ETF vary depending on its specific investment objective. They can include stocks, bonds, or other asset classes.
Market Position
Market Share: Varies widely depending on the specific ETF within the BNY Mellon ETF Trust II platform being considered.
Total Net Assets (AUM): Varies widely depending on the specific ETF within the BNY Mellon ETF Trust II platform being considered.
Competitors
Key Competitors
- SPDR Portfolio S&P 500 ETF (SPLG)
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. BNY Mellon ETF Trust II competes with established players like Vanguard, BlackRock (iShares), and State Street (SPDR). Advantages might include lower expense ratios on some funds, while disadvantages could be a smaller selection of niche products compared to larger providers.
Financial Performance
Historical Performance: Varies depending on the specific ETF within the BNY Mellon ETF Trust II platform and its underlying index.
Benchmark Comparison: Varies depending on the specific ETF within the BNY Mellon ETF Trust II platform and its underlying index.
Expense Ratio: Varies depending on the specific ETF within the BNY Mellon ETF Trust II platform.
Liquidity
Average Trading Volume
Varies depending on the specific ETF within the BNY Mellon ETF Trust II platform, with some ETFs exhibiting higher trading volumes than others.
Bid-Ask Spread
The bid-ask spread varies depending on the specific ETF within the BNY Mellon ETF Trust II platform and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and sector-specific trends can affect the performance of BNY Mellon ETF Trust II funds.
Growth Trajectory
The growth trajectory depends on the success of individual ETFs within the Trust and their ability to attract assets and deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
BNY Mellon ETF Trust II benefits from the strong brand recognition and distribution network of BNY Mellon. The Trust offers a range of ETFs, some of which may have competitive expense ratios. The active management from experts at BNY Mellon, may offer a unique investment strategies compared to other providers. The scale and scope of BNY Mellon provides efficiencies that drive cost effective ETFs for investors
Risk Analysis
Volatility
Volatility varies depending on the specific ETF and its underlying assets; equity ETFs will generally be more volatile than bond ETFs.
Market Risk
Market risk exists for all ETFs, especially those tracking broad market indices or specific sectors, as their performance is tied to the overall market or sector performance.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific ETF within the BNY Mellon ETF Trust II platform. These are ideal for investors seeking low cost, simple ETFs.
Market Risk
Suitability varies; index-tracking ETFs are suitable for long-term investors and passive index followers, while sector-specific ETFs may appeal to active traders or those with specific market views.
Summary
BNY Mellon ETF Trust II offers a variety of ETFs, each with its own investment objective and risk profile. Performance varies depending on the specific ETF and its underlying assets. Itu2019s suitable for investors seeking low-cost index tracking, or exposure to specific sectors. Investors should carefully review the prospectus before investing in any ETF. As a whole, the trust's success hinges on attracting assets to its funds, so the low expense ratio is an advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Websites
- Market Data Providers (e.g., Bloomberg, Yahoo Finance)
- ETF Fact Sheets and Prospectuses
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and the value of investments can fluctuate.
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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.