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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
08/14/2025: 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 14.09% | 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 08/14/2025 |
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 (BKSE) seeks to track the total return performance of the BNY Mellon US Small Cap Core Equity Index. It primarily focuses on US small-cap companies, aiming for broad diversification across sectors using a core equity investment strategy.
Reputation and Reliability
BNY Mellon is a well-established financial institution with a long history and strong reputation in asset management.
Management Expertise
BNY Mellon has experienced investment professionals managing its ETF portfolios, leveraging their expertise in equity research and portfolio construction.
Investment Objective
Goal
To track the total return performance, before fees and expenses, of the BNY Mellon US Small Cap Core Equity Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index.
Composition The ETF primarily holds stocks of US small-cap companies across various sectors, reflecting the composition of the BNY Mellon US Small Cap Core Equity Index.
Market Position
Market Share: Insufficient data to provide an accurate market share for BKSE.
Total Net Assets (AUM): 144772759
Competitors
Key Competitors
- IJR
- VBR
- SMLV
Competitive Landscape
The small-cap ETF market is highly competitive, with several large players. BKSE competes based on its tracking efficiency and expense ratio. Advantages might include lower fees or superior tracking, while disadvantages could be lower AUM or brand recognition compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data requires specific periods, which aren't provided. Please consult financial resources for detailed returns.
Benchmark Comparison: To assess effectiveness, compare BKSE's returns to the BNY Mellon US Small Cap Core Equity Index over similar time periods.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The average trading volume of BKSE can vary, but is generally moderate for a small-cap ETF, making it relatively liquid.
Bid-Ask Spread
The bid-ask spread for BKSE is typically tight, reflecting the ETF's liquidity and making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Economic indicators, small-cap sector growth, interest rates, and overall market sentiment impact BKSE's performance.
Growth Trajectory
BKSE's growth trajectory depends on the performance of the underlying small-cap market and its ability to efficiently track its index. Changes in strategy or holdings are typically driven by index reconstitutions.
Moat and Competitive Advantages
Competitive Edge
BKSE's competitive edge lies in its low expense ratio and efficient tracking of the BNY Mellon US Small Cap Core Equity Index. It offers investors a cost-effective way to gain exposure to a diversified portfolio of US small-cap stocks. Its strength depends on consistently delivering returns that closely mirror the index, while maintaining a competitive expense ratio in a crowded market. BNY Mellon's reputation also contributes to its credibility among investors.
Risk Analysis
Volatility
BKSE's volatility is expected to be relatively high compared to large-cap ETFs, typical of small-cap investments.
Market Risk
Market risk is significant due to the inherent volatility of small-cap stocks, which are more susceptible to economic downturns and company-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor for BKSE is someone seeking diversified exposure to the US small-cap market with a long-term investment horizon.
Market Risk
BKSE is suitable for long-term investors looking for capital appreciation through exposure to small-cap stocks. Active traders may find it useful for short-term strategies, while passive index followers will appreciate its low-cost tracking.
Summary
The BNY Mellon US Small Cap Core Equity ETF (BKSE) provides investors with a low-cost and diversified way to access the US small-cap equity market. The ETF aims to replicate the performance of the BNY Mellon US Small Cap Core Equity Index. While offering broad exposure, it carries the risks associated with small-cap stocks, including higher volatility. It is best suited for long-term investors seeking capital appreciation and willing to accept moderate to high risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon ETF Trust Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is based on available information and may not be precise.
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.