BKMS vs IBHG
Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
BKMS vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKMS
$438M
IBHG
$438M
Expense Ratio
BKMS
0.35%
IBHG
0.35%
Max Drawdown
Winner
BKMS
1.30%
IBHG
17.84%
Sharpe Ratio
BKMS
-1.84
Winner
IBHG
0.48
5Y Beta
Winner
BKMS
0.02
IBHG
0.14
BKMS vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKMS
+0.48%
IBHG
+0.23%
3M
BKMS
+0.18%
Winner
IBHG
+1.38%
6M
BKMS
+0.64%
Winner
IBHG
+1.40%
1Y
BKMS
N/A
IBHG
+4.82%
5Y(CAGR)
BKMS
N/A
IBHG
+3.59%
Max(CAGR)
BKMS
+1.49%
Winner
IBHG
+3.59%
BKMS vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BKMS | IBHG |
|---|---|---|
| 2026 | +0.64% | +1.26% |
| 2025 | N/A | +7.05% |
| 2024 | N/A | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
BKMS vs IBHG Drawdown Comparison
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current BKMS drawdown is -0.11%. The current IBHG drawdown is -0.02%.
| Rank | BKMS | IBHG |
|---|---|---|
| #1 | -0.87% Feb 27, 2026 - Jun 15, 2026 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -0.18% Jan 23, 2026 - Jan 30, 2026 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -0.13% Jun 15, 2026 - Jun 17, 2026 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -0.08% Jan 16, 2026 - Jan 23, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -0.08% Feb 17, 2026 - Feb 23, 2026 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -0.06% Feb 9, 2026 - Feb 12, 2026 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -0.02% Feb 5, 2026 - Feb 9, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | N/A | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | N/A | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | N/A | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | N/A | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | N/A | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | N/A | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | N/A | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | N/A | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between BKMS and IBHG is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2021 - 2026)
BKMS vs IBHG dividend yield comparison.
| Year | BKMS | IBHG |
|---|---|---|
| 2026 | 1.11% | 2.42% |
| 2025 | 0.00% | 6.34% |
| 2024 | 0.00% | 7.01% |
| 2023 | 0.00% | 6.66% |
| 2022 | 0.00% | 5.62% |
| 2021 | 0.00% | 2.13% |
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