BKSE - ETF AI Analysis
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BNY Mellon US Small Cap Core Equity ETF (BKSE)
BKSE, the BNY Mellon US Small Cap Core Equity ETF, has a solid overall rating driven by strong contributors like Hanover Insurance, SM Energy, and Brinker International, which show robust financial performance, growth plans, and generally attractive valuations. The fund’s score is held back by weaker names such as Twist Bioscience and Avantor, where profitability, cash flow, and bearish technical trends are notable concerns. A key risk factor is the ETF’s exposure to several small-cap companies with financial and technical challenges, which can increase volatility even as stronger holdings help support the fund’s overall quality.
BKSE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 84.60M
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 0.96
- Issuer
- BNY Mellon
- Inception Date
- Apr 09, 2020
- Dividend Yield
- 1.30%
- Asset Class
- Equity
- Index Tracked
- Solactive GBS United States 600 Index - Benchmark TR Gross
BKSE Summary
BKSE is the BNY Mellon US Small Cap Core Equity ETF, which follows the Solactive GBS United States 600 Index to invest in many smaller U.S. companies across different industries. It holds a wide mix of stocks, including well-known names like Etsy and Avantor, giving investors broad exposure to the growth potential of small, up‑and‑coming businesses. Someone might invest in BKSE to diversify beyond large, familiar companies and seek long‑term growth from smaller firms. A key risk is that small‑cap stocks can be more volatile, so the ETF’s value can move up and down more sharply 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?
BKSE focuses on U.S. small-cap stocks across technology, financials, industrials, and consumer sectors, so it could benefit if the U.S. economy grows steadily, interest rates stabilize or fall, and innovation-driven companies like Gitlab, Elastic, and 10x Genomics continue to gain traction. On the downside, higher interest rates, an economic slowdown that hits small businesses and cyclical areas like consumer and energy, or tighter regulations affecting tech, health care, or financial firms could weigh on the ETF’s future performance.
BKSE Top 10 Holdings
BKSE is leaning into fast-moving U.S. small caps, with a clear tilt toward innovative tech and health names. GitLab, Elastic, and SentinelOne have been rising on strong growth stories, helping power the fund’s recent momentum. On the biotech side, Twist Bioscience and 10x Genomics show mixed signals—big longer-term gains but choppy, lagging stretches that can add volatility. Etsy has been climbing yet still feels a bit fragile, while SM Energy provides a steadier boost from the energy patch. Overall, it’s a U.S.-only, growth-heavy lineup with a few names doing the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AVTR | Avantor | ― | ― | ― | ― | 48Neutral |
 EAT | Brinker International | ― | ― | ― | ― | 70Neutral |
 GTLB | Gitlab | ― | ― | ― | ― | 62Neutral |
 THG | Hanover Insurance | 0.39% | $321.03K | $8.59B | 41.61% | 77Outperform |
 TWST | Twist Bioscience | ― | ― | ― | ― | 43Neutral |
 RHP | Ryman | ― | ― | ― | ― | 66Neutral |
 ETSY | Etsy | 0.38% | $312.21K | $8.30B | 51.84% | 57Neutral |
 SM | SM Energy | ― | ― | ― | ― | 72Outperform |
 RAL | Ralliant Corporation | ― | ― | ― | ― | ―― |
 ESTC | Elastic | ― | ― | ― | ― | 65Neutral |
BKSE Technical Analysis
Price Trends
Market Momentum
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 42.11 is below the 20-day moving average (MA) of 42.26, below the 50-day MA of 42.55, and above the 200-day MA of 41.70, indicating a neutral trend. The MACD of 0.16 indicates Negative momentum. The RSI at 46.44 is Neutral, neither overbought nor oversold. The STOCH value of 58.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BKSE.
BKSE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BKSE | $42.11 | $45.00(6.86% Upside) | $84.60M | 0.04% | 65Neutral |
 RUSC | $35.67 | $51.20(43.52% Upside) | $85.23M | 0.64% | 64Neutral |
 AIMS | $26.37 | $34.41(30.52% Upside) | $83.13M | 0.75% | 65Neutral |
 STXK | $36.11 | $46.67(29.25% Upside) | $78.53M | 0.18% | 65Neutral |
 SYZ | $28.38 | $36.97(30.27% Upside) | $61.37M | 0.61% | 66Neutral |
 ROSC | $54.47 | $63.62(16.81% Upside) | $50.88M | 0.34% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BKSE | BNY Mellon US Small Cap Core Equity ETF | 42.11 | 5.98 | 16.56% | |
| RUSC | US Small Cap Equity Active ETF | 35.67 | 5.57 | 18.52% | |
| AIMS | Acuitas Small Cap Active ETF | 26.36 | 1.18 | 4.71% | |
| STXK | Strive 2000 ETF | 36.11 | 3.76 | 11.63% | |
| SYZ | Lazard US Systematic Small Cap Equity ETF | 28.38 | 4.29 | 17.79% | |
| ROSC | Hartford Multifactor Small Cap ETF | 54.47 | 10.25 | 23.19% |
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.