BKMS vs AIVL
Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
BKMS vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMS
$428M
AIVL
$427M
Expense Ratio
Winner
BKMS
0.35%
AIVL
0.38%
Max Drawdown
Winner
BKMS
1.53%
AIVL
65.11%
Sharpe Ratio
BKMS
-1.69
Winner
AIVL
1.28
5Y Beta
Winner
BKMS
0.02
AIVL
0.66
P/E Ratio
BKMS
N/A
AIVL
19.10
Forward P/E
BKMS
N/A
AIVL
17.45
PEG Ratio
BKMS
N/A
AIVL
0.38
5Y Dividends CAGR
BKMS
N/A
AIVL
-2.61%
5Y EPS CAGR
BKMS
N/A
AIVL
12.72%
Debt to Equity
BKMS
N/A
AIVL
72.72%
P/S Ratio
BKMS
N/A
AIVL
2.75
P/B Ratio
BKMS
N/A
AIVL
2.90
BKMS vs AIVL - Historical Returns
Returns include dividend reinvestment.
1M
BKMS
+0.44%
Winner
AIVL
+1.38%
3M
BKMS
+0.65%
Winner
AIVL
+6.63%
6M
BKMS
+0.33%
Winner
AIVL
+9.84%
1Y
BKMS
N/A
AIVL
+19.35%
5Y(CAGR)
BKMS
N/A
AIVL
+8.79%
10Y(CAGR)
BKMS
N/A
AIVL
+8.54%
Max(CAGR)
BKMS
+1.68%
Winner
AIVL
+8.41%
BKMS vs AIVL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BKMS | AIVL |
|---|---|---|
| 2026 | +1.04% | +17.59% |
| 2025 | N/A | +10.04% |
| 2024 | N/A | +13.17% |
| 2023 | N/A | +6.73% |
| 2022 | N/A | -7.34% |
| 2021 | N/A | +25.94% |
| 2020 | N/A | -5.74% |
| 2019 | N/A | +23.71% |
| 2018 | N/A | -10.36% |
| 2017 | N/A | +12.45% |
| 2016 | N/A | +18.65% |
| 2015 | N/A | -5.34% |
| 2014 | N/A | +16.39% |
| 2013 | N/A | +24.79% |
| 2012 | N/A | +11.20% |
| 2011 | N/A | +11.45% |
| 2010 | N/A | +20.09% |
| 2009 | N/A | +22.75% |
| 2008 | N/A | -35.32% |
| 2007 | N/A | -0.31% |
| 2006 | N/A | +17.06% |
BKMS vs AIVL Drawdown Comparison
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current BKMS drawdown is -0.04%. The current AIVL drawdown is -1.32%.
| Rank | BKMS | AIVL |
|---|---|---|
| #1 | -0.87% Feb 27, 2026 - Jun 15, 2026 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -0.51% Jun 29, 2026 - Aug 11, 2026 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -0.18% Jan 23, 2026 - Jan 30, 2026 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -0.18% Aug 12, 2026 - Aug 18, 2026 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -0.13% Jun 15, 2026 - Jun 24, 2026 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -0.08% Jan 16, 2026 - Jan 23, 2026 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -0.08% Feb 17, 2026 - Feb 23, 2026 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -0.06% Feb 9, 2026 - Feb 12, 2026 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -0.06% Jun 24, 2026 - Jun 26, 2026 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -0.02% Feb 5, 2026 - Feb 9, 2026 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | N/A | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | N/A | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | N/A | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | N/A | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | N/A | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between BKMS and AIVL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2006 - 2026)
BKMS vs AIVL dividend yield comparison.
| Year | BKMS | AIVL |
|---|---|---|
| 2026 | 1.67% | 0.67% |
| 2025 | 0.00% | 1.61% |
| 2024 | 0.00% | 2.13% |
| 2023 | 0.00% | 2.43% |
| 2022 | 0.00% | 2.08% |
| 2021 | 0.00% | 2.75% |
| 2020 | 0.00% | 3.55% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 4.18% |
| 2017 | 0.00% | 3.16% |
| 2016 | 0.00% | 3.20% |
| 2015 | 0.00% | 3.41% |
| 2014 | 0.00% | 3.07% |
| 2013 | 0.00% | 2.86% |
| 2012 | 0.00% | 4.35% |
| 2011 | 0.00% | 3.16% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.78% |
| 2008 | 0.00% | 6.25% |
| 2007 | 0.00% | 3.36% |
| 2006 | 0.00% | 0.99% |
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