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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 solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Many of the largest positions, such as Onto Innovation, TTM Technologies, and Uranium Energy, have delivered strong year-to-date performance, helping drive the fund’s returns.
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
High U.S. Concentration
The ETF is invested almost entirely in U.S. stocks, offering very limited geographic diversification outside the United States.
Small-Cap Volatility Risk
Because the fund focuses on small-cap companies, it may experience larger price swings and higher risk than funds holding bigger, more established firms.
Moderate Fund Size
With a relatively modest asset base, the ETF may be less liquid than larger funds, which could matter for investors trading bigger amounts.
BKSE vs. SPDR S&P 500 ETF (SPY)
AUM76.07M
RegionNorth America
Expense Ratio0.04%
Beta1.00
IssuerBNY Mellon
Inception DateApr 09, 2020
Dividend Yield1.17%
Asset ClassEquity
Index TrackedSolactive GBS United States 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,428
30 Day Avg. Volume3,494
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
141.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering600
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 holds a wide mix of businesses across many sectors, including technology, financials, and industrials. Examples of companies in the fund are Onto Innovation and Cadence Bank. Someone might invest in BKSE to seek long-term growth and diversify beyond large, well-known stocks. However, small-cap stocks can be more volatile, so the ETF’s value can rise and fall 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 a noticeable tilt toward tech and industrial innovators. Onto Innovation and TTM Technologies have been rising sharply, acting like twin engines for the fund, while Advanced Energy and Sanmina add steadier, but still positive, momentum from the electronics and manufacturing side. Uranium Energy has also been a bright spot, giving the portfolio an extra boost from the materials and energy corner. On the flip side, Avidity Biosciences has been more mixed, occasionally tapping the brakes on otherwise solid progress.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TTM Technologies | 0.50% | $378.73K | $9.72B | 325.59% | 77 Outperform | |
| Primoris Services | 0.41% | $314.84K | $8.67B | 156.53% | 75 Outperform | |
| Littelfuse | 0.41% | $314.78K | $8.68B | 47.09% | 76 Outperform | |
| Darling Ingredients | 0.37% | $279.98K | $8.17B | 31.56% | 69 Neutral | |
| Arrow Electronics | 0.37% | $279.83K | $7.82B | 41.02% | 64 Neutral | |
| Semtech | 0.37% | $278.36K | $8.08B | 133.88% | 69 Neutral | |
| Element Solutions | 0.36% | $277.92K | $8.15B | 33.74% | 65 Neutral | |
| Praxis Precision Medicines | 0.36% | $276.61K | $9.02B | 350.10% | 58 Neutral | |
| VF | 0.36% | $275.44K | $8.09B | -16.78% | 60 Neutral | |
| Uranium Energy | 0.35% | $268.61K | $7.73B | 186.09% | 54 Neutral |
BKSE Technical Analysis
Positive
―
Price Trends
117.77
Positive
113.97
Positive
107.52
Positive
Market Momentum
0.84
Positive
56.63
Neutral
53.66
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 120.02, equal to the 50-day MA of 117.77, and equal to the 200-day MA of 107.52, indicating a bullish trend. The MACD of 0.84 indicates Positive momentum. The RSI at 56.63 is Neutral, neither overbought nor oversold. The STOCH value of 53.66 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
120.96
22.73
23.14%
AFSM
First Trust Active Factor Small Cap ETF
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STXK
Strive 2000 ETF
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―
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FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
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―
SYZ
Lazard US Systematic Small Cap Equity ETF
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―
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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.
Disclaimer
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.Date of analysis: ―
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