BKSE - ETF AI Analysis
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BNY Mellon US Small Cap Core Equity ETF (BKSE)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum in its small-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors such as technology, financials, industrials, consumer cyclical, and health care, which helps reduce the impact of weakness in any single industry.
Very 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
With the vast majority of assets invested in U.S. companies, the ETF is highly exposed to movements in the U.S. market and offers limited international diversification.
Small-Cap Volatility Risk
Because the fund focuses on small-cap stocks, it may experience larger price swings and higher risk compared with funds that hold larger, more established companies.
Top Holdings in Cyclical and Tech Areas
Several of the largest positions are in technology and economically sensitive businesses, which can be more vulnerable during market downturns.
BKSE vs. SPDR S&P 500 ETF (SPY)
AUM80.11M
RegionNorth America
Expense Ratio0.04%
Beta1.00
IssuerBNY Mellon
Inception DateApr 09, 2020
Dividend Yield1.19%
Asset ClassEquity
Index TrackedSolactive GBS United States 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,537
30 Day Avg. Volume3,124
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
146.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering593
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 with room to grow. It owns a wide mix of businesses across many sectors, including technology, financials, and industrials. Some of its better-known holdings include Avis Budget and Arrow Electronics. Investors might consider BKSE if they want growth potential and diversification beyond large, well-known stocks. However, small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than funds focused on larger, more established companies.
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 leans into U.S. small caps with a noticeable tilt toward tech and industrial innovators, and that’s where much of the action is. Chip-testing specialist FormFactor and connectivity names like Viavi Solutions and Semtech have been rising, helping power the fund’s tech engine, while Littelfuse adds steady strength from the electronics space. Planet Labs brings a more speculative, satellite-data flavor that’s been improving but still feels like a work in progress. Overall, performance is being driven by U.S.-based tech and industrial names rather than any single dominant stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TTM Technologies | 0.66% | $529.68K | $15.47B | 610.90% | 77 Outperform | |
| Formfactor | 0.50% | $399.55K | $12.09B | 404.31% | 68 Neutral | |
| Viavi Solutions | 0.44% | $358.73K | $11.05B | 327.00% | 71 Outperform | |
| Littelfuse | 0.44% | $353.45K | $10.24B | 125.10% | 76 Outperform | |
| Arrow Electronics | 0.43% | $346.16K | $9.55B | 65.10% | 64 Neutral | |
| Darling Ingredients | 0.42% | $341.40K | $9.55B | 89.42% | 69 Neutral | |
| Semtech | 0.42% | $338.41K | $10.21B | 238.42% | 69 Neutral | |
| Primoris Services | 0.42% | $334.75K | $9.31B | 182.63% | 75 Outperform | |
| Planet Labs PBC | 0.41% | $327.88K | $12.27B | 939.59% | 57 Neutral | |
| Element Solutions | 0.41% | $326.63K | $9.83B | 101.45% | 65 Neutral |
BKSE Technical Analysis
Positive
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Price Trends
117.81
Positive
117.47
Positive
112.27
Positive
Market Momentum
2.08
Negative
64.35
Neutral
34.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BKSE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 121.38, equal to the 50-day MA of 117.81, and equal to the 200-day MA of 112.27, indicating a bullish trend. The MACD of 2.08 indicates Negative momentum. The RSI at 64.35 is Neutral, neither overbought nor oversold. The STOCH value of 34.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BKSE.
BKSE Peer Comparison
Comparison Results
Performance Comparison
BKSE
BNY Mellon US Small Cap Core Equity ETF
124.38
34.94
39.07%
AFSM
First Trust Active Factor Small Cap ETF
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STXK
Strive 2000 ETF
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―
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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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FLQS
Franklin LibertyQ U.S. Small Cap Equity 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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