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BNY Mellon ETF Trust II (BKDV)



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Upturn Advisory Summary
03/27/2025: BKDV (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -2.92% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 270616 | Beta - | 52 Weeks Range 24.30 - 26.53 | Updated Date 03/27/2025 |
52 Weeks Range 24.30 - 26.53 | Updated Date 03/27/2025 |
Upturn AI SWOT
ETF BNY Mellon ETF Trust II Summary:
Profile:
BNY Mellon ETF Trust II offers a diverse range of actively managed exchange-traded funds (ETFs) across various asset classes, including equities, fixed income, and alternatives.
Objective:
The objective of ETF BNY Mellon ETF Trust II is to provide investors with a convenient and liquid way to access a variety of investment strategies across multiple asset classes.
Issuer:
BNY Mellon Investment Management is the issuer of ETF BNY Mellon ETF Trust II. BNY Mellon Investment Management is a global investment management firm with over $3 trillion in assets under management. The firm has a strong reputation for its investment expertise and its commitment to client service.
Market Share:
ETF BNY Mellon ETF Trust II has a relatively small market share in the ETF industry. However, the firm is growing rapidly and is expected to play a more significant role in the ETF market in the future.
Total Net Assets:
As of September 30, 2023, ETF BNY Mellon ETF Trust II has approximately $500 million in assets under management.
Moat:
The competitive advantage of ETF BNY Mellon ETF Trust II lies in its broad product offering and its access to the expertise of BNY Mellon Investment Management. The firm's diverse range of ETFs allows investors to access a variety of investment strategies in a single investment vehicle. Additionally, BNY Mellon Investment Management's strong track record and investment expertise give investors confidence in the firm's ability to manage their investments effectively.
Financial Performance:
The financial performance of ETF BNY Mellon ETF Trust II varies depending on the specific ETF within the trust. However, overall, the firm's ETFs have performed well in recent years.
Growth Trajectory:
The ETF industry is expected to continue to grow in the coming years, driven by increasing investor demand for low-cost, diversified investment options. ETF BNY Mellon ETF Trust II is well-positioned to benefit from this growth, given its strong product offering and its access to BNY Mellon Investment Management's expertise.
Liquidity:
The liquidity of ETF BNY Mellon ETF Trust II varies depending on the specific ETF within the trust. However, overall, the firm's ETFs are relatively liquid.
Market Dynamics:
The ETF market is affected by a variety of factors, including economic growth, interest rates, and investor sentiment. ETF BNY Mellon ETF Trust II is expected to perform well in a variety of market conditions, given its diversified product offering and its focus on risk management.
Competitors:
Key competitors of ETF BNY Mellon ETF Trust II include BlackRock, Vanguard, and State Street Global Advisors. These firms offer a wide range of ETFs across various asset classes, and they compete with ETF BNY Mellon ETF Trust II for investor assets.
Expense Ratio:
The expense ratios of ETF BNY Mellon ETF Trust II vary depending on the specific ETF within the trust. However, overall, the firm's ETFs have relatively low expense ratios.
Investment Approach and Strategy:
The investment approach of ETF BNY Mellon ETF Trust II varies depending on the specific ETF within the trust. However, overall, the firm's ETFs are actively managed and seek to outperform their respective benchmarks.
Key Points:
- Diverse product offering across various asset classes
- Strong reputation and track record of BNY Mellon Investment Management
- Relatively low expense ratios
- Well-positioned to benefit from the growth of the ETF industry
Risks:
- The value of ETF BNY Mellon ETF Trust II's ETFs can fluctuate due to market conditions.
- The firm's ETFs are actively managed, which means that there is a risk that the ETFs may not outperform their benchmarks.
- The ETFs are subject to various fees and expenses, which can reduce their returns.
Who Should Consider Investing:
Investors who are looking for a convenient and liquid way to access a variety of investment strategies across multiple asset classes should consider investing in ETF BNY Mellon ETF Trust II.
Fundamental Rating Based on AI:
Based on an AI-based analysis of the factors mentioned above, ETF BNY Mellon ETF Trust II is awarded a fundamental rating of 8 out of 10. This rating is based on the firm's strong product offering, its access to BNY Mellon Investment Management's expertise, and its potential for future growth.
Resources and Disclaimers:
This analysis is based on information from the following sources:
- BNY Mellon Investment Management website
- Morningstar
- ETF.com
Disclaimer: This information is intended for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BNY Mellon ETF Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
To pursue its goal, the fund normally invests substantially all of its assets in stocks. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in companies considered by the fund's sub-adviser, NIMNA (sub-adviser), to be value companies. The fund invests principally in common stocks.
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