USMC was created on 2017-10-12 by Principal. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3242.27m in AUM and 27 holdings. USMC is actively managed to offer exposure to the largest of the US large-cap segment. The fund uses a proprietary", quantitative model to construct the portfolio.
BKLC was created on 2020-04-09 by BNY Mellon. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3501.68m in AUM and 507 holdings. BKLC tracks an index of the 500 largest companies in the US equity market", selected and weighted based on their respective market capitalization across all sectors.
Key Details
Oct 12, 2017
Apr 09, 2020
Equity
Equity
Large Cap
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
BKLC is a strong core ETF with a 0.00% ER, but discover alternatives like JQUA & FLRG for diversification in today's uncertain market. Read why BKLC is a Hold.
SeekingAlpha
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
Bill Conerly argues that business contingency planning should focus on the downside risk of recession rather than the upside from falling interest rates. Click to read.
SeekingAlpha
Stocks are at all-time highs, but the US dollar is slumping and the Federal Reserve under Chair Jay Powell is holding rates steady.
SeekingAlpha
Stocks are at all-time highs, but the US dollar is slumping and the Federal Reserve under Chair Jay Powell is holding rates steady.
SeekingAlpha
U.S. Labor Force Participation Drops To Lowest Level Since 2022
SeekingAlpha
We assume some form of negotiation-based pause for most trade partners on July 9 based on prior policy backtrack. Read more here.
SeekingAlpha
The Bureau reported a 147,000 increase in nonfarm payrolls and a small decrease in the unemployment rate to 4.1 percent.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SGOV | 0.08% | $49.21B | 0.09% | |
MLN | -0.08% | $541.74M | 0.24% | |
SUB | -0.29% | $9.91B | 0.07% | |
IBTF | -0.50% | $1.99B | 0.07% | |
CGCB | 0.54% | $2.47B | 0.27% | |
WEAT | -0.62% | $117.15M | 0.28% | |
DFNM | -0.68% | $1.57B | 0.17% | |
IBMS | -0.81% | $89.64M | 0.18% | |
YEAR | -0.89% | $1.47B | 0.25% | |
NUBD | 0.91% | $397.77M | 0.16% | |
TLH | 1.01% | $11.52B | 0.15% | |
FMB | 1.02% | $1.90B | 0.65% | |
BNDW | 1.15% | $1.29B | 0.05% | |
BNDX | -1.18% | $67.52B | 0.07% | |
GOVI | -1.21% | $929.28M | 0.15% | |
FIXD | 1.23% | $3.42B | 0.65% | |
NYF | 1.36% | $892.18M | 0.25% | |
BSMR | 1.37% | $255.87M | 0.18% | |
IBND | -1.52% | $384.31M | 0.5% | |
TFLO | -1.67% | $6.82B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | 0.05% | $30.78M | -22.51% | 0.00% |
LITB | 0.22% | $21.24M | -78.57% | 0.00% |
SO | 0.34% | $100.18B | +17.28% | 3.18% |
PPC | 0.45% | $10.84B | +33.46% | 0.00% |
DFDV | -0.51% | $300.56M | +2,130.16% | 0.00% |
MSEX | 0.59% | $1.00B | +5.97% | 2.41% |
HUSA | -0.64% | $19.66M | -19.53% | 0.00% |
VRCA | -0.80% | $59.96M | -91.36% | 0.00% |
VSTA | -0.94% | $344.07M | +39.29% | 0.00% |
NEOG | -0.98% | $1.14B | -65.61% | 0.00% |
AGL | -1.18% | $989.35M | -60.10% | 0.00% |
JNJ | -1.60% | $374.29B | +6.77% | 3.23% |
ALHC | 1.72% | $2.69B | +71.20% | 0.00% |
EXC | -1.96% | $43.33B | +23.58% | 3.62% |
UUU | -1.98% | $7.17M | +101.30% | 0.00% |
VHC | 1.99% | $48.19M | +108.24% | 0.00% |
TEF | 2.12% | $30.08B | +25.41% | 6.16% |
AEP | -2.13% | $55.16B | +17.93% | 3.54% |
IMNN | 2.19% | $16.26M | -34.16% | 0.00% |
SRRK | 2.26% | $3.38B | +357.53% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -18.26% | $24.23B | +35.36% | 1.09% |
ED | -13.15% | $36.00B | +12.64% | 3.34% |
AWK | -11.80% | $27.36B | +9.65% | 2.21% |
DG | -9.95% | $25.41B | -7.95% | 2.05% |
K | -9.76% | $27.76B | +41.17% | 2.85% |
MKTX | -8.04% | $8.22B | +9.03% | 1.38% |
ASPS | -6.32% | $108.30M | -4.13% | 0.00% |
BCE | -6.11% | $21.07B | -27.36% | 10.97% |
KR | -4.92% | $46.43B | +38.38% | 1.85% |
TU | -4.10% | $24.75B | +7.77% | 7.12% |
CME | -3.72% | $99.39B | +40.68% | 3.86% |
AMT | -3.67% | $104.32B | +14.40% | 3.00% |
VRCA | -3.62% | $59.96M | -91.36% | 0.00% |
AGL | -2.95% | $989.35M | -60.10% | 0.00% |
WTRG | -2.74% | $10.40B | +1.01% | 3.50% |
MSEX | -2.47% | $1.00B | +5.97% | 2.41% |
LTM | -2.41% | $12.63B | -95.46% | 2.42% |
VSA | -2.18% | $8.67M | -19.04% | 0.00% |
UUU | -2.16% | $7.17M | +101.30% | 0.00% |
DUK | -1.29% | $90.99B | +17.25% | 3.56% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 99.64% | $5.03B | 0.02% | |
SPLG | 99.62% | $72.86B | 0.02% | |
VOO | 99.59% | $682.72B | 0.03% | |
GSUS | 99.58% | $2.61B | 0.07% | |
IWB | 99.57% | $41.05B | 0.15% | |
IVV | 99.56% | $623.80B | 0.03% | |
SCHX | 99.56% | $55.97B | 0.03% | |
SCHK | 99.55% | $4.32B | 0.03% | |
VV | 99.55% | $42.42B | 0.04% | |
IYY | 99.54% | $2.47B | 0.2% | |
ILCB | 99.53% | $1.06B | 0.03% | |
ESGU | 99.52% | $13.79B | 0.15% | |
PBUS | 99.52% | $7.79B | 0.04% | |
DFUS | 99.49% | $15.53B | 0.09% | |
SPTM | 99.47% | $10.53B | 0.03% | |
VONE | 99.47% | $6.35B | 0.07% | |
SCHB | 99.46% | $34.33B | 0.03% | |
IWL | 99.45% | $1.72B | 0.15% | |
ESGV | 99.45% | $10.66B | 0.09% | |
MGC | 99.45% | $7.27B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HUSA | 0.11% | $19.66M | -19.53% | 0.00% |
AEP | 0.27% | $55.16B | +17.93% | 3.54% |
TEF | 0.33% | $30.08B | +25.41% | 6.16% |
LITB | 0.37% | $21.24M | -78.57% | 0.00% |
MO | -0.45% | $99.67B | +28.77% | 6.90% |
DFDV | 0.58% | $300.56M | +2,130.16% | 0.00% |
EXC | 0.66% | $43.33B | +23.58% | 3.62% |
NEOG | -0.88% | $1.14B | -65.61% | 0.00% |
VSTA | -1.11% | $344.07M | +39.29% | 0.00% |
ZCMD | -1.15% | $29.55M | -8.59% | 0.00% |
BGS | 1.16% | $362.28M | -42.09% | 16.59% |
PPC | 1.16% | $10.84B | +33.46% | 0.00% |
YORW | 1.25% | $462.54M | -11.81% | 2.70% |
DUK | -1.29% | $90.99B | +17.25% | 3.56% |
IMDX | 1.52% | $86.94M | -0.65% | 0.00% |
IMNN | 1.65% | $16.26M | -34.16% | 0.00% |
STG | 1.77% | $30.78M | -22.51% | 0.00% |
GO | 1.78% | $1.28B | -39.16% | 0.00% |
ALHC | 1.80% | $2.69B | +71.20% | 0.00% |
VHC | 1.85% | $48.19M | +108.24% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -85.78% | $99.63M | 0.59% | |
VIXY | -76.95% | $164.54M | 0.85% | |
BTAL | -60.64% | $296.22M | 1.43% | |
IVOL | -43.86% | $347.03M | 1.02% | |
SPTS | -33.82% | $5.80B | 0.03% | |
FXY | -32.50% | $816.38M | 0.4% | |
FTSD | -32.34% | $231.81M | 0.25% | |
XONE | -32.08% | $625.28M | 0.03% | |
UTWO | -29.16% | $379.52M | 0.15% | |
SCHO | -29.05% | $11.03B | 0.03% | |
VGSH | -27.44% | $22.80B | 0.03% | |
IBTG | -23.88% | $1.92B | 0.07% | |
IBTI | -23.24% | $1.06B | 0.07% | |
XHLF | -22.73% | $1.73B | 0.03% | |
IBTH | -22.26% | $1.62B | 0.07% | |
BILS | -21.55% | $3.81B | 0.1356% | |
IBTJ | -20.73% | $688.19M | 0.07% | |
SHYM | -18.95% | $357.13M | 0.35% | |
IEI | -18.73% | $15.48B | 0.15% | |
IBTK | -17.41% | $448.89M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MGC | 97.68% | $7.27B | 0.07% | |
IWL | 97.55% | $1.72B | 0.15% | |
SPLG | 97.48% | $72.86B | 0.02% | |
VV | 97.46% | $42.42B | 0.04% | |
VOO | 97.43% | $682.72B | 0.03% | |
IVV | 97.42% | $623.80B | 0.03% | |
BBUS | 97.40% | $5.03B | 0.02% | |
GSUS | 97.37% | $2.61B | 0.07% | |
OEF | 97.35% | $20.59B | 0.2% | |
BKLC | 97.30% | $3.50B | 0% | |
IYY | 97.25% | $2.47B | 0.2% | |
DYNF | 97.25% | $19.15B | 0.27% | |
ILCB | 97.24% | $1.06B | 0.03% | |
PBUS | 97.23% | $7.79B | 0.04% | |
IWB | 97.23% | $41.05B | 0.15% | |
VOTE | 97.18% | $821.07M | 0.05% | |
FELC | 97.16% | $4.69B | 0.18% | |
TSPA | 97.16% | $1.78B | 0.34% | |
SCHX | 97.12% | $55.97B | 0.03% | |
SCHK | 97.08% | $4.32B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.44% | $103.22B | +45.48% | 0.54% |
BNT | 83.46% | $12.59B | +45.18% | 0.00% |
JHG | 82.62% | $6.32B | +16.29% | 3.92% |
ITT | 82.45% | $12.61B | +25.33% | 0.84% |
AXP | 82.20% | $228.12B | +38.14% | 0.90% |
PH | 81.89% | $90.91B | +38.76% | 0.94% |
KKR | 81.12% | $119.82B | +26.84% | 0.52% |
TROW | 80.88% | $22.02B | -13.66% | 5.02% |
MKSI | 80.62% | $7.02B | -22.47% | 0.84% |
AMZN | 80.49% | $2.33T | +11.30% | 0.00% |
ADI | 80.09% | $121.66B | +6.58% | 1.56% |
BX | 80.07% | $186.30B | +24.44% | 2.26% |
WAB | 80.02% | $36.60B | +35.37% | 0.42% |
EMR | 79.99% | $77.51B | +25.77% | 1.52% |
ARES | 79.98% | $38.88B | +28.64% | 2.28% |
APO | 79.71% | $81.60B | +19.18% | 1.32% |
GS | 79.34% | $219.66B | +52.99% | 1.68% |
BLK | 79.22% | $165.86B | +35.67% | 1.93% |
SEIC | 79.20% | $11.45B | +40.10% | 1.06% |
EVR | 78.87% | $10.93B | +34.00% | 1.14% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.82% | $24.23B | +35.36% | 1.09% |
ED | -15.40% | $36.00B | +12.64% | 3.34% |
AWK | -13.01% | $27.36B | +9.65% | 2.21% |
K | -10.48% | $27.76B | +41.17% | 2.85% |
MKTX | -8.78% | $8.22B | +9.03% | 1.38% |
CME | -7.76% | $99.39B | +40.68% | 3.86% |
DG | -6.09% | $25.41B | -7.95% | 2.05% |
BCE | -5.88% | $21.07B | -27.36% | 10.97% |
KR | -5.27% | $46.43B | +38.38% | 1.85% |
ASPS | -4.92% | $108.30M | -4.13% | 0.00% |
AMT | -3.62% | $104.32B | +14.40% | 3.00% |
MO | -3.32% | $99.67B | +28.77% | 6.90% |
LTM | -3.22% | $12.63B | -95.46% | 2.42% |
TU | -2.94% | $24.75B | +7.77% | 7.12% |
VSA | -2.93% | $8.67M | -19.04% | 0.00% |
DUK | -2.72% | $90.99B | +17.25% | 3.56% |
WTRG | -2.52% | $10.40B | +1.01% | 3.50% |
ZCMD | -2.51% | $29.55M | -8.59% | 0.00% |
AEP | -2.13% | $55.16B | +17.93% | 3.54% |
UUU | -1.98% | $7.17M | +101.30% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 80.53% | $103.22B | +45.48% | 0.54% |
AXP | 80.14% | $228.12B | +38.14% | 0.90% |
JHG | 79.59% | $6.32B | +16.29% | 3.92% |
BNT | 79.49% | $12.59B | +45.18% | 0.00% |
AMZN | 79.39% | $2.33T | +11.30% | 0.00% |
PH | 78.77% | $90.91B | +38.76% | 0.94% |
KKR | 78.23% | $119.82B | +26.84% | 0.52% |
ARES | 77.43% | $38.88B | +28.64% | 2.28% |
ITT | 77.30% | $12.61B | +25.33% | 0.84% |
META | 77.29% | $1.79T | +39.93% | 0.28% |
GS | 76.84% | $219.66B | +52.99% | 1.68% |
WAB | 76.58% | $36.60B | +35.37% | 0.42% |
TROW | 76.50% | $22.02B | -13.66% | 5.02% |
SEIC | 76.48% | $11.45B | +40.10% | 1.06% |
BLK | 76.43% | $165.86B | +35.67% | 1.93% |
MS | 75.95% | $229.19B | +42.57% | 2.59% |
APO | 75.95% | $81.60B | +19.18% | 1.32% |
ADI | 75.74% | $121.66B | +6.58% | 1.56% |
MCO | 75.64% | $89.43B | +16.70% | 0.72% |
EMR | 75.59% | $77.51B | +25.77% | 1.52% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.67% | $99.63M | 0.59% | |
VIXY | -80.10% | $164.54M | 0.85% | |
BTAL | -66.34% | $296.22M | 1.43% | |
IVOL | -44.44% | $347.03M | 1.02% | |
SPTS | -34.65% | $5.80B | 0.03% | |
FTSD | -33.24% | $231.81M | 0.25% | |
FXY | -33.08% | $816.38M | 0.4% | |
XONE | -32.47% | $625.28M | 0.03% | |
UTWO | -29.42% | $379.52M | 0.15% | |
SCHO | -28.18% | $11.03B | 0.03% | |
VGSH | -27.54% | $22.80B | 0.03% | |
IBTI | -23.61% | $1.06B | 0.07% | |
IBTG | -23.34% | $1.92B | 0.07% | |
IBTH | -22.45% | $1.62B | 0.07% | |
XHLF | -22.14% | $1.73B | 0.03% | |
BILS | -21.37% | $3.81B | 0.1356% | |
IBTJ | -20.54% | $688.19M | 0.07% | |
SHYM | -19.61% | $357.13M | 0.35% | |
IEI | -18.91% | $15.48B | 0.15% | |
IBTK | -17.69% | $448.89M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | -0.23% | $5.11B | 0.64% | |
MLN | -0.43% | $541.74M | 0.24% | |
SGOV | -0.52% | $49.21B | 0.09% | |
IBMS | -0.63% | $89.64M | 0.18% | |
WEAT | -0.72% | $117.15M | 0.28% | |
YEAR | 0.74% | $1.47B | 0.25% | |
TLH | 0.76% | $11.52B | 0.15% | |
NUBD | 0.78% | $397.77M | 0.16% | |
IBTF | -0.79% | $1.99B | 0.07% | |
CGCB | 0.95% | $2.47B | 0.27% | |
BNDW | 0.96% | $1.29B | 0.05% | |
IBMN | 0.98% | $447.08M | 0.18% | |
SUB | 1.05% | $9.91B | 0.07% | |
CTA | -1.37% | $1.06B | 0.76% | |
NYF | 1.45% | $892.18M | 0.25% | |
IBND | -1.54% | $384.31M | 0.5% | |
GOVI | -1.55% | $929.28M | 0.15% | |
BSMR | 1.57% | $255.87M | 0.18% | |
SHM | -1.60% | $3.41B | 0.2% | |
BUXX | -1.65% | $315.18M | 0.25% |
USMC - Traded Funds Principal U.S. Mega Cap ETF and BKLC - BNY Mellon US Large Cap Core Equity ETF have a 26 holding overlap. Which accounts for a 46.9% overlap.
Number of overlapping holdings
26
% of overlapping holdings
46.9%
Name | Weight in USMC | Weight in BKLC |
---|---|---|
7.16% | 6.75% | |
6.98% | 6.73% | |
5.95% | 5.67% | |
4.66% | 0.55% | |
4.49% | 1.01% | |
4.47% | 2.92% | |
4.30% | 1.21% | |
4.21% | 0.82% | |
4.14% | 1.14% | |
4.13% | 0.86% |
Traded Funds Principal U.S. Mega Cap ETF - USMC is made up of 27 holdings. BNY Mellon US Large Cap Core Equity ETF - BKLC is made up of 507 holdings.
Name | Weight |
---|---|
![]() | 7.16% |
![]() | 6.98% |
![]() | 5.95% |
4.66% | |
![]() | 4.49% |
4.47% | |
4.30% | |
4.21% | |
4.14% | |
4.13% | |
![]() | 3.95% |
3.66% | |
![]() | 3.59% |
![]() | 3.54% |
3.51% | |
![]() | 3.41% |
3.37% | |
3.37% | |
3.29% | |
![]() | 3.00% |
2.55% | |
2.42% | |
2.40% | |
2.39% | |
![]() | 2.38% |
2.33% | |
- | 0.36% |
Name | Weight |
---|---|
![]() | 6.75% |
![]() | 6.73% |
![]() | 5.67% |
![]() | 3.88% |
2.92% | |
![]() | 2.27% |
![]() | 1.90% |
![]() | 1.69% |
![]() | 1.57% |
1.51% | |
1.23% | |
1.21% | |
1.14% | |
![]() | 1.01% |
0.89% | |
0.86% | |
0.82% | |
0.80% | |
0.71% | |
0.70% | |
0.70% | |
![]() | 0.66% |
![]() | 0.63% |
0.60% | |
0.55% | |
0.52% | |
0.52% | |
0.51% | |
0.51% | |
0.50% |