"BKLC tracks the Solactive GBS United States 500 Index, a market-cap-weighted index of the 500 largest U.S. companies. It holds 506 stocks with heavy concentration in mega-cap technology. NVIDIA represents 7.3% of the portfolio, Apple 6.6%, and Microsoft 6.0%. Information technology accounts for 34% of assets, followed by financials at 12% and communication services at 11%. The ETF delivers appreciation and dividend income from large U.S. companies, weighted by market value."
"Over the past year, BKLC returned 15.5% compared to SPY's 14.3%. Year-to-date through December 29, 2025, BKLC gained 18.5% versus SPY's 17.2%. Since inception in April 2020, BKLC returned 100% compared to SPY's 87%. The April-to-December rally was driven by resilient earnings, AI enthusiasm, and concentrated strength in mega-cap technology. BKLC's slightly higher allocation to top tech names gave it a small edge."
"You're accepting concentration risk. The top 10 holdings represent 31% of the portfolio, and the top three account for nearly 20%. If NVIDIA, Apple, or Microsoft stumble, this ETF will feel it immediately. BKLC has $5 billion in assets compared to VOO's $1.5 trillion. Liquidity is adequate for most retail investors, but institutional players may find tighter spreads elsewhere. The zero expense ratio competes against VOO's 0.03% fee, a difference of $30 annually on a $100,000 investment."
BKLC tracks the Solactive GBS United States 500 Index, a market-cap-weighted index of the 500 largest U.S. companies. The fund holds 506 stocks with a heavy concentration in mega-cap technology; NVIDIA, Apple, and Microsoft together approach 20% of assets. Information technology comprises about 34% of assets, followed by financials and communication services. BKLC offers capital appreciation and dividends through passive indexing with a 0.00% expense ratio. The fund has returned strongly since April 2025 but carries concentration risk and a relatively short track record since its 2020 launch.
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