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Upturn AI SWOT - About
BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF (BKSE)
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Upturn Advisory Summary
10/24/2025: BKSE (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 22.41% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 79.54 - 110.91 | Updated Date 06/30/2025 |
52 Weeks Range 79.54 - 110.91 | Updated Date 06/30/2025 |
Upturn AI SWOT
BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
ETF Overview
Overview
The BNY Mellon US Small Cap Core Equity ETF (BKSC) seeks to track the total return performance of the Morningstar US Small Cap Core Index. It invests in a diversified portfolio of small-cap U.S. equities, focusing on companies exhibiting core investment characteristics. The ETF provides exposure to the small-cap segment of the U.S. equity market.
Reputation and Reliability
BNY Mellon is a well-established global investment firm with a long history and a strong reputation in asset management.
Management Expertise
BNY Mellon has a dedicated team of investment professionals with experience in managing equity portfolios and tracking market indices.
Investment Objective
Goal
To track the investment results of a broad-based equity index of U.S. small-cap companies.
Investment Approach and Strategy
Strategy: The ETF employs a passively managed, full replication strategy to match the performance of the Morningstar US Small Cap Core Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies across various sectors.
Market Position
Market Share: The ETF's market share in the small-cap core equity ETF segment is modest relative to larger competitors.
Total Net Assets (AUM): 166252891
Competitors
Key Competitors
- IWM
- VBR
- SJR
- SLY
Competitive Landscape
The small-cap core equity ETF market is highly competitive, dominated by larger funds like IWM and VBR. BKSC offers a low-cost option within BNY Mellon's ETF suite, but faces the challenge of gaining market share against established players with greater brand recognition and AUM. Its competitive edge lies primarily in its expense ratio compared to some, but it must effectively communicate this advantage to attract investors.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception and should be reviewed in conjunction with index performance.
Benchmark Comparison: The ETF's performance should closely track the Morningstar US Small Cap Core Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may affect order execution costs for larger trades.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its focus on U.S. equities but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks influence the ETF's performance.
Growth Trajectory
Growth will depend on small-cap market performance and ability to attract investors through its low cost and core investment style. There are no reported strategy changes to the ETF.
Moat and Competitive Advantages
Competitive Edge
BKSC's competitive advantage lies primarily in its very low expense ratio of 0.04%, making it one of the most cost-effective options for exposure to U.S. small-cap core equities. While not a dominant player in terms of assets under management, this can be an important advantage for cost-conscious investors. BNY Mellon's established reputation may also help attract investors seeking a reliable fund manager. The ETF offers diversified exposure to a broad range of small-cap companies, reducing concentration risk.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, and the ETF's volatility will reflect this.
Market Risk
The ETF is subject to market risk, the possibility that the overall stock market declines, affecting the value of the ETF's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking low-cost exposure to U.S. small-cap equities and has a long-term investment horizon.
Market Risk
The ETF is best suited for long-term investors seeking diversified exposure to the small-cap segment of the U.S. equity market.
Summary
The BNY Mellon US Small Cap Core Equity ETF (BKSC) provides a low-cost means to gain exposure to a diversified portfolio of U.S. small-cap core equities. It's suitable for long-term investors seeking to track the Morningstar US Small Cap Core Index. While its AUM is modest compared to larger competitors, its low expense ratio is a key selling point. Investors should be aware of the inherent volatility associated with small-cap stocks. BNY Mellon's reputation as a reliable asset manager lends further credibility to the fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- BNY Mellon Investment Management
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 - BNY Mellon US Small Cap Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization U.S. companies, ETFs providing exposure to such securities, and derivatives with economic characteristics similar to such securities. The index is a free float market capitalization weighted index designed to measure the performance of 600 small-capitalization companies listed on U.S. stock markets. It is non-diversified.
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.