BKLC ETF Shows Strong Yearly Performance and Low Costs

BKLCTF shows solid gains with low annual fees and strong sector focus. Investors may consider this ETF for steady exposure.

Date: 02-02-2025

AI Rating: 7

Performance Overview
BKLC has shown a positive quarterly performance, adding approximately 3.98% year-to-date and 27.81% over the last year. This strong yearly performance may influence positive sentiment among investors looking for growth opportunities.

Cost Advantages
With an annual operating expense ratio of 0%, BKLC stands out as one of the least expensive ETFs, which could attract cost-sensitive investors. The lower costs typically translate to better net returns for investors.

Dividend Yield
The ETF offers a 12-month trailing dividend yield of 1.17%. A moderate yield can enhance the attractiveness of the ETF to income-seeking investors.

Sector Allocation
BKLC's portfolio is significantly weighted towards Information Technology (32.20%), which may lead to higher volatility but also higher growth potential. This specific sector focus may draw the attention of technology-oriented investors looking for targeted exposure.

Top Holdings
With major holdings including Apple Inc (7.36%), Nvidia Corp, and Microsoft Corp, the ETF is positioned well within the technology space. The performance of these companies can significantly influence the ETF's overall performance.

Risk Profile
The ETF has a beta of 1.02, suggesting it tends to move in line with the market, and a standard deviation of 17.71%, indicating a moderate level of volatility. This could appeal to investors with a slight risk appetite.

Additional Information
Overall, BKLC's strong performance, low-cost structure, and solid sector-specific focus provide a compelling option for investors seeking exposure in already established large-cap markets.

Stocks: BKLC AAPL NVDA MSFT