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BKCG vs NMI

Comparison between BNY MELLON CONCENTRATED GROWTH ETF (BKCG, ETF) and Nuveen Municipal Income Fund (NMI, ETF).

BKCG vs NMI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BKCG
$120M
NMI
$120M
Expense Ratio
BKCG
0.50%
NMI
N/A
Max Drawdown
Winner
BKCG
12.12%
NMI
37.13%
Sharpe Ratio
Winner
BKCG
0.69
NMI
0.49
5Y Beta
BKCG
0.96
Winner
NMI
0.07
P/E Ratio
BKCG
26.03
NMI
N/A
Forward P/E
BKCG
23.43
NMI
N/A
PEG Ratio
BKCG
0.33
NMI
N/A
5Y Dividends CAGR
BKCG
N/A
NMI
4.84%
5Y EPS CAGR
BKCG
33.26%
NMI
N/A
P/S Ratio
BKCG
4.55
NMI
N/A
P/B Ratio
BKCG
9.43
NMI
N/A

BKCG vs NMI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKCG
+4.91%
NMI
-3.18%
3M
Winner
BKCG
+3.07%
NMI
-1.68%
6M
Winner
BKCG
+7.53%
NMI
+6.40%
1Y
Winner
BKCG
+13.64%
NMI
+11.60%
5Y(CAGR)
BKCG
N/A
NMI
+1.44%
10Y(CAGR)
BKCG
N/A
NMI
+2.21%
Max(CAGR)
Winner
BKCG
+19.32%
NMI
+4.66%

BKCG vs NMI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBKCGNMI
2026+8.02%+7.27%
2025+18.56%+9.47%
2024N/A+6.56%
2023N/A-1.27%
2022N/A-15.15%
2021N/A+4.22%
2020N/A+4.89%
2019N/A+14.75%
2018N/A-8.06%
2017N/A+7.78%
2016N/A-3.15%
2015N/A+5.68%
2014N/A+23.72%
2013N/A-13.55%
2012N/A+10.45%
2011N/A+18.12%
2010N/A-0.83%
2009N/A+18.46%
2008N/A-4.73%
2007N/A+3.15%
2006N/A+8.62%
2005N/A+10.00%
2004N/A+8.28%
2003N/A+2.33%
2002N/A-3.31%
2001N/A+0.15%
2000N/A+16.51%
1999N/A-3.48%

BKCG vs NMI Drawdown Comparison

The maximum drawdown for BKCG was -12.12%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.

The maximum drawdown for NMI was -28.92%, occurring on Oct 24, 2022. Recovery took 890 trading sessions.

The current BKCG drawdown is -1.78%. The current NMI drawdown is -6.24%.

RankBKCGNMI
#1-12.12%
Jan 28, 2026 - May 6, 2026
-28.92%
Dec 21, 2021 - Jul 11, 2025
#2-11.59%
Apr 2, 2025 - May 2, 2025
-22.57%
Mar 13, 2013 - Dec 11, 2014
#3-6.35%
May 14, 2026 - Aug 3, 2026
-20.89%
May 30, 2008 - Apr 27, 2009
#4-4.83%
Oct 28, 2025 - Dec 23, 2025
-19.97%
Mar 5, 2020 - Mar 30, 2020
#5-3.64%
Jan 12, 2026 - Jan 28, 2026
-18.02%
Apr 7, 2017 - Aug 15, 2019
#6-3.08%
Oct 6, 2025 - Oct 24, 2025
-17.54%
Aug 29, 2001 - May 20, 2003
#7-2.56%
Aug 7, 2026 - Aug 20, 2026
-16.27%
Oct 11, 2016 - Apr 7, 2017
#8-2.43%
Jul 25, 2025 - Sep 11, 2025
-15.15%
Nov 5, 2010 - Sep 30, 2011
#9-2.39%
Jun 10, 2025 - Jun 26, 2025
-13.50%
Mar 19, 2004 - Jan 24, 2005
#10-1.98%
May 19, 2025 - May 27, 2025
-13.10%
Mar 30, 2020 - Aug 31, 2020
#11-1.73%
Sep 22, 2025 - Oct 2, 2025
-12.93%
May 6, 2015 - Dec 22, 2015
#12-1.12%
May 2, 2025 - May 8, 2025
-11.67%
May 22, 2003 - Mar 19, 2004
#13-1.09%
Jul 3, 2025 - Jul 24, 2025
-11.64%
Nov 8, 1999 - Feb 16, 2000
#14-0.91%
Dec 26, 2025 - Jan 5, 2026
-11.23%
Aug 19, 2005 - Nov 30, 2006
#15-0.49%
Jun 30, 2025 - Jul 3, 2025
-10.96%
Apr 21, 2026 - Jun 10, 2026

Correlation

Correlation between BKCG and NMI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

BKCG vs NMI dividend yield comparison.

YearBKCGNMI
20260.50%2.93%
20250.45%4.59%
20240.00%4.63%
20230.00%4.04%
20220.00%3.51%
20210.00%3.22%
20200.00%3.53%
20190.00%4.15%
20180.00%5.12%
20170.00%4.21%
20160.00%4.45%
20150.00%4.28%
20140.00%4.53%
20130.00%5.68%
20120.00%4.31%
20110.00%4.94%
20100.00%5.51%
20090.00%4.95%
20080.00%5.31%
20070.00%4.85%
20060.00%4.80%
20050.00%5.14%
20040.00%5.38%
20030.00%5.95%
20020.00%6.08%
20010.00%6.28%
20000.00%6.13%
19990.00%1.14%

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