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 Industrials, Health Care and Financials. In contrast, IWR's top sector exposures are Industrials, Information Technology and Financials. BKMC is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWR. BKMC is up 8.19% year-to-date (YTD) with -$28M in YTD flows. IWR performs worse with 8.08% YTD performance, and +$1.99B 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 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BKMC IWR | +6.77%+6.47% | +1.35%+3.56% | +8.19%+8.08% | +28.20%+26.08% | +52.32%+54.86% | +43.00%+41.73% |
| Flows | BKMC IWR | +$11M+$1.41B | -$21M+$2.41B | -$28M+$1.99B | +$188M+$4.28B | +$46M+$9.68B | +$404M+$11.54B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BKMC IWR | +17.62%+16.22% | +15.65%+13.91% | +17.63%+16.02% | +19.25%+18.27% |
| Max drawdown | BKMC IWR | -9.70%-8.16% | -9.70%-8.16% | -23.71%-21.08% | -25.02%-26.20% |
| Max drawdown duration | BKMC IWR | 49d49d | 49d49d | 284d239d | 827d854d |
Trading data
BKMC | IWR | |
Last sale 4/27/2026 at 2:36 PM | $117.25 | $103.76 |
| Previous close 04/24/2026 | $117.22 | $103.76 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/27/2026 at 2:36 PM
Live
Closed
BKMC | IWR | |
|---|---|---|
| Last price | $117.25 | $103.76 |
| 1D performance | +0.02% | +0.00% |
| AuM | $620.25 M | $52.10 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 | 349 | 721 |
| 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
92.2%
Other
7.8%
IWR
USA
93.69%
Other
6.31%
Sectors
BKMC
Industrials
21.6%
Health Care
11.38%
Financials
11.23%
Information Techn.
10.51%
Consumer Discreti.
9.98%
Real Estate
7.49%
Other
27.82%
IWR
Industrials
16.54%
Information Techn.
13.04%
Financials
12.07%
Consumer Discreti.
10.57%
Health Care
8.39%
Energy
7.34%
Other
32.04%
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Diversification
BKMC
Total weight of top 15 holdings out of 15
8.92%
IWR
Total weight of top 15 holdings out of 15
9.59%
Top 15 holdings
Data as of March 31, 2026
BKMC
TECHNIPFMC PLC
0.78%
CASEYS GENERAL STORES
0.72%
CURTISS WRIGHT
0.67%
XPO LOGISTICS
0.61%
WOODWARD
0.59%
UTD THERAPEUT
0.58%
CF INDUSTRIES HOLDINGS
0.57%
ALBEMARLE
0.57%
BURLINGTON STORES
0.57%
FABRINET
0.55%
US FOODS HOLDING CORP
0.55%
CH ROBINSON WW
0.54%
ATI INC
0.54%
MICHAEL STORES
0.54%
CARPENTER TECHNOLOGY
0.53%
IWR
CORNING
0.84%
VERTIV HOLDINGS
0.76%
HOWMET AEROSPACE INC
0.73%
WESTERN DIGITAL
0.73%
US80004C2008
0.72%
BANK OF NEW YORK MELLON
0.65%
QUANTA SERVICES
0.64%
VALERO ENERGY
0.60%
CUMMINS
0.59%
MARATHON PETROLEUM
0.58%
PHILLIPS 66
0.58%
ROYAL CARIBBEAN GROUP
0.55%
HILTON INC
0.55%
ROSS STORES
0.55%
KINDER MORGAN
0.52%
Frequently asked questions about BKMC and IWR
How have the BKMC and IWR ETFs performed in 2026?
As of April 24, 2026, BKMC is up 8.19% year-to-date (YTD), while IWR has returned 8.08%. That puts BKMC better performer ahead so far this year.
Which ETF is attracting more investor money: BKMC or IWR?
Year-to-date, the BKMC ETF saw -$28M in flows, compared to +$1.99B for IWR.
Which ETF is more volatile: BKMC or IWR?
Over the past year, BKMC had a volatility of 15.65%, while IWR experienced 13.91%.
Which ETF is bigger: BKMC or IWR?
As of April 24, 2026, BKMC holds $620.25 M in assets under management (AUM), while IWR manages $52.10 B.
What sectors do the BKMC and IWR ETFs invest in?
BKMC leans toward sectors like Industrials, Health Care and Financials. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the BKMC ETF and IWR ETF?
BKMC top holdings include TECHNIPFMC PLC, CASEYS GENERAL STORES and CURTISS WRIGHT. IWR holds in its top three: CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC.
Which ETF is more diversified: BKMC or IWR?
BKMC holds 394 securities with 8.92% of its assets in the top 15. IWR has 806 securities and a top 15 weight of 9.59%.
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