BKMCvsIWRETF Comparison
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BNY Mellon US Mid Cap Core Equity ETF (BKMC) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. BKMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. BKMC is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWR. BKMC is up 10.68% year-to-date (YTD) with -$18M in YTD flows. IWR performs better with 14.45% YTD performance, and +$2.47B in YTD flows. Run a side-by-side ETF comparison of BKMC and IWR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BKMC vs IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BKMC IWR | -2.76%-0.53% | +4.13%+7.27% | +10.68%+14.45% | +15.07%+17.14% | +43.08%+50.41% | +42.81%+46.52% |
| Flows | BKMC IWR | -$4M-$5.00B | +$10M+$403M | -$18M+$2.47B | +$10M+$4.56B | +$58M+$10.21B | +$413M+$11.72B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BKMC IWR | +14.56%+12.89% | +15.49%+13.76% | +17.62%+15.94% | +19.27%+18.25% |
| Max drawdown | BKMC IWR | -4.04%-2.88% | -9.70%-8.16% | -23.71%-21.08% | -25.02%-26.20% |
| Max drawdown duration | BKMC IWR | 19d16d | 49d49d | 284d239d | 827d854d |
Trading data
BKMC | IWR | |
Last sale 7/30/2026 at 1:30 PM | $40.23 | $110.00 |
| Previous close 07/29/2026 | $39.84 | $109.58 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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BKMC | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/30/2026 at 1:30 PM
Live
Closed
BKMC | IWR | |
|---|---|---|
| Last price | $40.23 | $110.00 |
| 1D performance | +0.97% | +0.38% |
| AuM | $642.74 M | $55.56 B |
| E/R | 0.04% | 0.18% |
Characteristics
BKMC | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | BNY Mellon | iShares |
| Benchmark | Solactive GBS United States 400 Index | Russell Midcap Index |
| N° of holdings | 395 | 810 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 7, 2020 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
BKMC
USA
94.05%
Other
5.95%
IWR
USA
95.61%
Other
4.39%
Sectors
BKMC
Finance
21.22%
Industrials
18.92%
Technology
15.19%
Healthcare
11.71%
Non-Energy Materi.
9.7%
Other
23.26%
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
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Diversification
BKMC
Total weight of top 15 holdings out of 15
9.12%
IWR
Total weight of top 15 holdings out of 15
7.98%
Top 15 holdings
Data as of June 30, 2026
BKMC
Revolution Medicines, Inc.
0.81%
Carpenter Technology Corp.
0.72%
nVent Electric Plc
0.69%
Twilio, Inc.
0.69%
ATI, Inc.
0.66%
Sterling Infrastructure, Inc.
0.65%
MKS, Inc.
0.63%
MACOM Technology Solutions Holdings, Inc.
0.60%
F5, Inc.
0.55%
US Foods Holding Corp.
0.54%
TTM Technologies, Inc.
0.53%
Snap-On, Inc.
0.52%
Okta, Inc.
0.52%
RBC Bearings, Inc.
0.51%
C.H. Robinson Worldwide, Inc.
0.51%
IWR
Datadog, Inc.
0.62%
Snowflake, Inc.
0.61%
Royal Caribbean Group
0.58%
Cloudflare, Inc.
0.56%
Robinhood Markets, Inc.
0.56%
Teradyne, Inc.
0.55%
Marathon Petroleum Corp.
0.54%
Astera Labs, Inc.
0.53%
Simon Property Group, Inc.
0.52%
United Rentals, Inc.
0.51%
Coherent Corp.
0.50%
Comfort Systems USA, Inc.
0.50%
Phillips 66
0.49%
Warner Bros. Discovery, Inc.
0.46%
Digital Realty Trust, Inc.
0.45%
Frequently asked questions about BKMC and IWR
How have the BKMC and IWR ETFs performed in 2026?
As of July 29, 2026, BKMC is up 10.68% year-to-date (YTD), while IWR has returned 14.45%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: BKMC or IWR?
Year-to-date, the BKMC ETF saw -$18M in flows, compared to +$2.47B for IWR.
Which ETF is more volatile: BKMC or IWR?
Over the past year, BKMC had a volatility of 15.49%, while IWR experienced 13.76%.
Which ETF is bigger: BKMC or IWR?
As of July 29, 2026, BKMC holds $642.74 M in assets under management (AUM), while IWR manages $55.56 B.
What sectors do the BKMC and IWR ETFs invest in?
BKMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the BKMC ETF and IWR ETF?
BKMC top holdings include Revolution Medicines, Inc., Carpenter Technology Corp. and nVent Electric Plc. IWR holds in its top three: Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group.
Which ETF is more diversified: BKMC or IWR?
BKMC holds 400 securities with 9.12% of its assets in the top 15. IWR has 824 securities and a top 15 weight of 7.98%.
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