Yahoo Finance·2025-12-30 13:13Group 1 - The BNY Mellon US Large Cap Core Equity ETF (BKLC) has seen a significant price increase of 40% from $94 in early April 2025 to approximately $131.70, attracting investor attention [1] - BKLC tracks the Solactive GBS United States 500 Index, consisting of 506 stocks, with a heavy concentration in mega-cap technology, including NVIDIA (7.3%), Apple (6.6%), and Microsoft (6.0%) [2] - The ETF offers appreciation and dividend income from large U.S. companies with a 0.00% expense ratio, positioning itself competitively against VOO and SPY [3] Group 2 - Over the past year, BKLC has returned 15.5%, outperforming SPY's 14.3%, and since its inception in April 2020, it has achieved a total return of 100% compared to SPY's 87% [4] - The recent rally from April to December 2025 was fueled by strong earnings, enthusiasm for AI, and concentrated strength in mega-cap technology [4] - BKLC's top three holdings (NVIDIA, Apple, Microsoft) account for nearly 20% of the portfolio, and the top 10 holdings represent 31% [6][7] Group 3 - BKLC has $5 billion in assets, significantly lower than VOO's $1.5 trillion, which may affect liquidity for institutional investors [7] - The zero expense ratio of BKLC provides a cost advantage over VOO's 0.03%, translating to a $30 annual difference on a $100,000 investment [7] - The ETF's methodology leans slightly more towards growth compared to the S&P 500, and its short track record has not been tested through prolonged bear markets [8]