BKMI vs AOM
Comparison between BNY Mellon Municipal Intermediate ETF (BKMI, ETF) and ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF).
BKMI vs AOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKMI
$1.70B
Winner
AOM
$1.80B
Expense Ratio
BKMI
0.35%
Winner
AOM
0.15%
Max Drawdown
Winner
BKMI
3.15%
AOM
21.59%
Sharpe Ratio
BKMI
-1.03
Winner
AOM
1.34
5Y Beta
Winner
BKMI
0.08
AOM
0.40
5Y Dividends CAGR
BKMI
N/A
AOM
14.67%
BKMI vs AOM - Historical Returns
Returns include dividend reinvestment.
1M
BKMI
+0.71%
Winner
AOM
+0.77%
3M
BKMI
+0.50%
Winner
AOM
+4.95%
6M
BKMI
+0.37%
Winner
AOM
+5.32%
1Y
BKMI
N/A
AOM
+12.79%
5Y(CAGR)
BKMI
N/A
AOM
+4.66%
10Y(CAGR)
BKMI
N/A
AOM
+6.27%
Max(CAGR)
BKMI
+0.90%
Winner
AOM
+6.72%
BKMI vs AOM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BKMI | AOM |
|---|---|---|
| 2026 | +0.37% | +4.48% |
| 2025 | N/A | +13.40% |
| 2024 | N/A | +8.57% |
| 2023 | N/A | +11.84% |
| 2022 | N/A | -14.50% |
| 2021 | N/A | +7.13% |
| 2020 | N/A | +9.61% |
| 2019 | N/A | +15.48% |
| 2018 | N/A | -4.21% |
| 2017 | N/A | +11.47% |
| 2016 | N/A | +6.20% |
| 2015 | N/A | -1.18% |
| 2014 | N/A | +5.12% |
| 2013 | N/A | +8.94% |
| 2012 | N/A | +7.99% |
| 2011 | N/A | +1.82% |
| 2010 | N/A | +7.03% |
| 2009 | N/A | +12.74% |
| 2008 | N/A | +7.29% |
BKMI vs AOM Drawdown Comparison
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The current BKMI drawdown is -1.12%. The current AOM drawdown is -0.70%.
| Rank | BKMI | AOM |
|---|---|---|
| #1 | -2.99% Feb 27, 2026 - Mar 27, 2026 | -19.96% Nov 5, 2021 - Jun 18, 2024 |
| #2 | -0.24% Jan 27, 2026 - Jan 29, 2026 | -16.90% Feb 14, 2020 - Jul 15, 2020 |
| #3 | -0.23% Jan 16, 2026 - Jan 27, 2026 | -15.69% Jan 5, 2009 - Jul 23, 2009 |
| #4 | -0.12% Feb 17, 2026 - Feb 19, 2026 | -10.27% Nov 24, 2008 - Dec 8, 2008 |
| #5 | -0.04% Jan 12, 2026 - Jan 16, 2026 | -8.42% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -0.04% Feb 6, 2026 - Feb 10, 2026 | -8.06% Jan 26, 2018 - Mar 29, 2019 |
| #7 | -0.02% Feb 20, 2026 - Feb 24, 2026 | -7.85% Apr 27, 2015 - Jun 8, 2016 |
| #8 | -0.02% Feb 25, 2026 - Feb 27, 2026 | -7.34% Jul 22, 2011 - Jan 27, 2012 |
| #9 | N/A | -6.54% Feb 14, 2025 - May 13, 2025 |
| #10 | N/A | -5.81% Apr 15, 2010 - Sep 20, 2010 |
| #11 | N/A | -5.27% May 21, 2013 - Sep 18, 2013 |
| #12 | N/A | -5.11% Feb 25, 2026 - Apr 17, 2026 |
| #13 | N/A | -4.29% Jan 14, 2010 - Mar 16, 2010 |
| #14 | N/A | -4.27% Apr 2, 2012 - Aug 6, 2012 |
| #15 | N/A | -4.07% Dec 10, 2008 - Dec 30, 2008 |
Correlation
Correlation between BKMI and AOM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2008 - 2026)
BKMI vs AOM dividend yield comparison.
| Year | BKMI | AOM |
|---|---|---|
| 2026 | 0.98% | 0.62% |
| 2025 | 0.00% | 2.98% |
| 2024 | 0.00% | 3.10% |
| 2023 | 0.00% | 2.79% |
| 2022 | 0.00% | 2.27% |
| 2021 | 0.00% | 1.56% |
| 2020 | 0.00% | 2.02% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 2.53% |
| 2017 | 0.00% | 3.31% |
| 2016 | 0.00% | 2.14% |
| 2015 | 0.00% | 1.98% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 1.87% |
| 2012 | 0.00% | 2.11% |
| 2011 | 0.00% | 2.33% |
| 2010 | 0.00% | 1.72% |
| 2009 | 0.00% | 2.01% |
| 2008 | 0.00% | 0.58% |
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