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BKMS vs IBHH

Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).

BKMS vs IBHH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BKMS
$438M
IBHH
$437M
Expense Ratio
BKMS
0.35%
IBHH
0.35%
Max Drawdown
Winner
BKMS
1.30%
IBHH
14.74%
Sharpe Ratio
BKMS
-1.83
Winner
IBHH
0.82
5Y Beta
Winner
BKMS
0.02
IBHH
0.19

BKMS vs IBHH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKMS
+0.26%
IBHH
-0.05%
3M
BKMS
+0.04%
Winner
IBHH
+0.88%
6M
BKMS
N/A
IBHH
+1.94%
1Y
BKMS
N/A
IBHH
+6.23%
5Y(CAGR)
BKMS
N/A
IBHH
+5.21%
Max(CAGR)
BKMS
+1.37%
Winner
IBHH
+5.21%

BKMS vs IBHH - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearBKMSIBHH
2026+0.54%+1.50%
2025N/A+7.69%
2024N/A+8.26%
2023N/A+12.70%
2022N/A-6.71%

BKMS vs IBHH Drawdown Comparison

The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The current BKMS drawdown is -0.17%. The current IBHH drawdown is -0.40%.

RankBKMSIBHH
#1-0.87%
Feb 27, 2026 - Mar 26, 2026
-12.04%
Mar 31, 2022 - Nov 22, 2023
#2-0.18%
Jan 23, 2026 - Jan 30, 2026
-4.66%
Feb 28, 2025 - May 12, 2025
#3-0.08%
Jan 16, 2026 - Jan 23, 2026
-2.08%
Mar 10, 2022 - Mar 17, 2022
#4-0.08%
Feb 17, 2026 - Feb 23, 2026
-1.88%
Mar 27, 2024 - May 6, 2024
#5-0.06%
Feb 9, 2026 - Feb 12, 2026
-1.49%
Dec 27, 2023 - Feb 1, 2024
#6-0.02%
Feb 5, 2026 - Feb 9, 2026
-1.49%
Dec 6, 2024 - Jan 16, 2025
#7N/A-1.46%
Sep 19, 2024 - Nov 29, 2024
#8N/A-1.22%
Feb 23, 2026 - Apr 8, 2026
#9N/A-1.11%
Feb 1, 2024 - Mar 6, 2024
#10N/A-1.00%
Oct 1, 2025 - Oct 23, 2025
#11N/A-0.95%
May 15, 2024 - Jun 5, 2024
#12N/A-0.92%
Mar 18, 2022 - Mar 29, 2022
#13N/A-0.88%
Jul 31, 2024 - Aug 13, 2024
#14N/A-0.81%
May 19, 2025 - May 29, 2025
#15N/A-0.74%
Dec 4, 2023 - Dec 13, 2023

Correlation

Correlation between BKMS and IBHH is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (2022 - 2026)

BKMS vs IBHH dividend yield comparison.

YearBKMSIBHH
20261.11%2.62%
20250.00%6.39%
20240.00%6.93%
20230.00%6.65%
20220.00%5.36%

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