BKMC - ETF AI Analysis
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BNY Mellon US Mid Cap Core Equity ETF (BKMC)
BKMC, the BNY Mellon US Mid Cap Core Equity ETF, has a solid overall rating that reflects a mix of strong mid-cap growth stories and some more challenging holdings. Standout positions like Tenet Healthcare, US Foods, and Permian Resources support the fund’s quality through robust financial performance, strategic initiatives, and generally positive outlooks, while weaker names such as Rubrik and Viatris, with profitability and valuation concerns, modestly weigh on the rating. The main risk factor is the fund’s exposure to several companies with financial or valuation challenges, which could add volatility even as the stronger holdings help balance that risk.
BKMC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 655.88M
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 0.91
- Issuer
- BNY Mellon
- Inception Date
- Apr 09, 2020
- Dividend Yield
- 3.19%
- Asset Class
- Equity
- Index Tracked
- Solactive GBS United States 400 Index - Benchmark TR Gross
BKMC Summary
BKMC, the BNY Mellon US Mid Cap Core Equity ETF, follows the Solactive GBS United States 400 Index, focusing on medium‑sized U.S. companies that are past the start‑up phase but still have room to grow. It spreads investments across many sectors, including technology, health care, and industrials, with holdings like Roku and Best Buy. Someone might invest in BKMC to get broad, diversified exposure to mid‑sized companies that can offer a mix of growth and stability. A key risk is that mid‑cap stocks can be more volatile than large, well‑known companies, so the ETF’s value can go up and down with the market.
How much will it cost me?
This ETF has an expense ratio of 0.04%, which means you’ll pay about $0.40 per year for every $1,000 invested. That’s lower than the average ETF because it’s passively managed and tracks an index, which keeps costs down.
What would affect this ETF?
This U.S. mid-cap ETF could benefit if the American economy grows steadily, supporting industrial, technology, and health care companies like PTC, Roku, and Tenet Healthcare, and if interest rates stabilize or fall, which often helps stocks in general. On the downside, higher interest rates, slower U.S. growth, or tighter health care and technology regulations could hurt many of its core holdings, while market downturns tend to hit mid-cap stocks harder than large, more established companies.
BKMC Top 10 Holdings
BKMC is leaning into a mix of mid-cap health care, tech, and energy names, with a fully U.S.-focused lineup. Guardant Health and Viatris are rising but still wrestling with profitability, so they add excitement with a bit of heartburn. On the tech side, PTC and Rubrik have been strong drivers, though stretched valuations mean they could lose steam if sentiment cools. Energy players like Ovintiv and Permian Resources are powering performance thanks to solid momentum and operational gains. Overall, the fund rides a diversified mid-cap growth wave, with a few riskier passengers on board.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GH | Guardant Health | 0.59% | $3.85M | $23.99B | 93.49% | 61Neutral |
 THC | Tenet Healthcare | 0.61% | $3.96M | $21.75B | 30.98% | 74Outperform |
 VTRS | Viatris | 0.59% | $3.80M | $21.86B | 83.74% | 60Neutral |
 PTC | PTC | 0.59% | $3.81M | $21.24B | -0.93% | 73Outperform |
 USFD | US Foods Holding | 0.59% | $3.82M | $22.41B | 41.45% | 74Outperform |
 ROKU | Roku | 0.55% | $3.53M | $23.04B | 55.07% | 65Neutral |
 TSE:OVV | Ovintiv | ― | ― | ― | ― | 60Neutral |
 SWKS | Skyworks Solutions | 0.52% | $3.34M | $20.60B | 10.64% | 70Outperform |
 RBRK | Rubrik, Inc. Class A | 0.48% | $3.13M | $25.74B | 74.74% | 50Neutral |
 PR | Permian Resources | 0.52% | $3.39M | $21.79B | 109.67% | 81Outperform |
BKMC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKMC, the sentiment is Neutral. The current price of 39.24 is above the 20-day moving average (MA) of 38.96, below the 50-day MA of 39.47, and above the 200-day MA of 39.13, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 51.51 is Neutral, neither overbought nor oversold. The STOCH value of 86.70 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BKMC.
BKMC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BKMC | $39.24 | $43.00(9.58% Upside) | $655.88M | 0.04% | 68Neutral |
 EZM | $74.99 | $87.96(17.29% Upside) | $948.23M | 0.38% | 70Neutral |
 XMLV | $66.05 | $73.28(10.94% Upside) | $725.79M | 0.25% | 71Outperform |
 GRPM | $144.72 | $160.56(10.94% Upside) | $616.60M | 0.35% | 74Outperform |
 AVMC | $78.70 | $93.80(19.19% Upside) | $538.14M | 0.18% | 70Outperform |
 JPME | $124.89 | $142.93(14.44% Upside) | $496.12M | 0.24% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 39.24 | 3.89 | 11.01% | |
| EZM | WisdomTree U.S. MidCap Fund | 74.99 | 10.96 | 17.12% | |
| XMLV | Invesco S&P MidCap Low Volatility ETF | 66.05 | 6.15 | 10.27% | |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 144.72 | 26.91 | 22.84% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 78.70 | 10.39 | 15.22% | |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 124.89 | 20.58 | 19.73% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.