BKSE - ETF AI Analysis
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BNY Mellon US Small Cap Core Equity ETF (BKSE)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Strong-Performing Top Holdings
Many of the largest positions, especially in health care and technology names, have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of the returns generated by the portfolio over time.
Negative Factors
Heavy U.S. Concentration
The ETF is almost entirely invested in U.S. companies, offering very limited geographic diversification outside the United States.
Small-Cap Volatility Risk
Because the fund focuses on smaller companies, its share price can be more sensitive to market swings and economic uncertainty.
Sector Exposure to Cyclical Areas
Significant exposure to financial, industrial, and consumer cyclical sectors means the fund may be more affected by economic slowdowns.
BKSE vs. SPDR S&P 500 ETF (SPY)
AUM85.91M
RegionNorth America
Expense Ratio0.04%
Beta0.98
IssuerBNY Mellon
Inception DateApr 09, 2020
Dividend Yield1.26%
Asset ClassEquity
Index TrackedSolactive GBS United States 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,189
30 Day Avg. Volume5,102
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering601
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BKSE Summary
The BNY Mellon US Small Cap Core Equity ETF (BKSE) tracks the Solactive GBS United States 600 Index, focusing on smaller U.S. companies that are earlier in their growth journey. It owns a wide mix of sectors, including technology, health care, and financials, with holdings like Timken Company and Brinker International. Someone might invest in BKSE to seek long-term growth and add diversification beyond large, well-known stocks. However, because it invests in small companies, the share price can be more volatile and may go up and down more sharply than the overall market.
How much will it cost me?The BNY Mellon US Small Cap Core Equity ETF (Ticker: BKSE) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management strategies.
What would affect this ETF?The BKSE ETF, focused on U.S. small-cap companies, could benefit from economic growth and innovation in sectors like technology and healthcare, which are among its largest exposures. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately impact smaller companies. Regulatory changes or sector-specific disruptions could also influence the performance of its top holdings, such as Bloom Energy and Ionis Pharmaceuticals.
BKSE Top 10 Holdings
BKSE’s story is all about U.S. small caps, with no overseas detours and a healthy mix of tech, financials, industrials, and consumer names. Twist Bioscience and GitLab are the high‑octane growth plays, rising on excitement around innovation but still wrestling with profitability. SM Energy and NOV add an energy tilt that’s been more of a steady engine than a rocket. On the consumer side, Brinker is heating up while Etsy looks more mixed, occasionally losing steam. Overall, leadership is coming from a handful of rising growth and energy names, with a few laggards keeping returns in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Avantor | 0.47% | $396.86K | $10.50B | 24.16% | 48 Neutral | |
| Twist Bioscience | 0.46% | $389.92K | $10.99B | 498.74% | 43 Neutral | |
| 10x Genomics | 0.39% | $331.52K | $9.98B | 487.42% | 60 Neutral | |
| Brinker International | 0.38% | $320.44K | $8.22B | 44.27% | 70 Neutral | |
| Gitlab | 0.37% | $318.52K | $8.20B | -1.93% | 62 Neutral | |
| SM Energy | 0.37% | $312.54K | $8.79B | 44.08% | 72 Outperform | |
| Riot Platforms | 0.36% | $306.04K | $8.91B | 36.02% | 68 Neutral | |
| Avnet | 0.36% | $303.07K | $7.89B | 81.08% | 67 Neutral | |
| Hanover Insurance | 0.35% | $302.78K | $7.91B | 30.00% | 77 Outperform | |
| Elastic | 0.34% | $293.23K | $9.13B | -2.49% | 65 Neutral |
BKSE Technical Analysis
Negative
―
Price Trends
44.34
Negative
43.41
Negative
41.17
Positive
Market Momentum
-0.54
Positive
32.29
Neutral
15.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKSE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.81, equal to the 50-day MA of 44.34, and equal to the 200-day MA of 41.17, indicating a neutral trend. The MACD of -0.54 indicates Positive momentum. The RSI at 32.29 is Neutral, neither overbought nor oversold. The STOCH value of 15.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BKSE.
BKSE Peer Comparison
Comparison Results
Performance Comparison
BKSE
BNY Mellon US Small Cap Core Equity ETF
42.47
6.00
16.45%
AIMS
Acuitas Small Cap Active ETF
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STXK
Strive 2000 ETF
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RUSC
US Small Cap Equity Active ETF
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SYZ
Lazard US Systematic Small Cap Equity ETF
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ROSC
Hartford Multifactor Small Cap ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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