BKMS vs JPME

Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).

BKMS vs JPME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKMS(ETF)	JPME(ETF)
Net Assets	$438M	$437M
Expense Ratio	0.35%	0.24%
Max Drawdown	1.30%	41.01%
Sharpe Ratio	-1.83	1.43
5Y Beta	0.02	0.74
P/E Ratio	N/A	22.16
Forward P/E	N/A	15.14
5Y Dividends CAGR	N/A	13.97%
5Y EPS CAGR	N/A	11.07%
Debt to Equity	N/A	53.75%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.40

Net Assets

Winner

BKMS

$438M

JPME

$437M

Expense Ratio

BKMS

0.35%

Winner

JPME

0.24%

Max Drawdown

Winner

BKMS

1.30%

JPME

41.01%

Sharpe Ratio

BKMS

-1.83

Winner

JPME

1.43

5Y Beta

Winner

BKMS

0.02

JPME

0.74

P/E Ratio

BKMS

N/A

JPME

22.16

Forward P/E

BKMS

N/A

JPME

15.14

5Y Dividends CAGR

BKMS

N/A

JPME

13.97%

5Y EPS CAGR

BKMS

N/A

JPME

11.07%

Debt to Equity

BKMS

N/A

JPME

53.75%

P/S Ratio

BKMS

N/A

JPME

1.36

P/B Ratio

BKMS

N/A

JPME

2.40

BKMS vs JPME - Historical Returns

Returns include dividend reinvestment.

Period	BKMS	JPME
1 month	+0.26%	+0.49%
3 months	+0.04%	+4.65%
6 months	N/A	+12.71%
1 year	N/A	+22.62%
5 years(CAGR)	N/A	+8.49%
10 years(CAGR)	N/A	+10.94%
Max(CAGR)	+1.37%	+11.24%

BKMS

+0.26%

Winner

JPME

+0.49%

BKMS

+0.04%

Winner

JPME

+4.65%

BKMS

N/A

JPME

+12.71%

BKMS

N/A

JPME

+22.62%

5Y(CAGR)

BKMS

N/A

JPME

+8.49%

10Y(CAGR)

BKMS

N/A

JPME

+10.94%

Max(CAGR)

BKMS

+1.37%

Winner

JPME

+11.24%

BKMS vs JPME - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BKMS	JPME
2026	+0.54%	+11.69%
2025	N/A	+8.39%
2024	N/A	+13.32%
2023	N/A	+11.82%
2022	N/A	-9.80%
2021	N/A	+30.73%
2020	N/A	+8.62%
2019	N/A	+25.84%
2018	N/A	-9.19%
2017	N/A	+18.60%
2016	N/A	+10.30%

BKMS vs JPME 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 JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current BKMS drawdown is -0.17%. The current JPME drawdown is -0.96%.

Rank	BKMS	JPME
#1	-0.87% Feb 27, 2026 - Mar 26, 2026	-41.01% Jan 17, 2020 - Nov 16, 2020
#2	-0.18% Jan 23, 2026 - Jan 30, 2026	-19.91% Aug 29, 2018 - Jul 3, 2019
#3	-0.08% Jan 16, 2026 - Jan 23, 2026	-19.30% Jan 4, 2022 - Dec 26, 2023
#4	-0.08% Feb 17, 2026 - Feb 23, 2026	-18.70% Nov 29, 2024 - Sep 11, 2025
#5	-0.06% Feb 9, 2026 - Feb 12, 2026	-7.57% Jan 26, 2018 - Jul 19, 2018
#6	-0.02% Feb 5, 2026 - Feb 9, 2026	-6.84% Mar 2, 2026 - Apr 17, 2026
#7	N/A	-6.58% Nov 16, 2021 - Dec 27, 2021
#8	N/A	-6.56% Jul 26, 2019 - Nov 1, 2019
#9	N/A	-6.51% Mar 28, 2024 - Jul 16, 2024
#10	N/A	-5.27% Jun 8, 2016 - Jul 12, 2016
#11	N/A	-5.26% Aug 23, 2016 - Nov 21, 2016
#12	N/A	-5.09% Jul 31, 2024 - Aug 19, 2024
#13	N/A	-4.85% Sep 2, 2021 - Oct 20, 2021
#14	N/A	-4.58% Jan 20, 2021 - Feb 8, 2021
#15	N/A	-4.42% Sep 11, 2025 - Nov 26, 2025

Correlation

Correlation between BKMS and JPME is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2016 - 2026)

BKMS vs JPME dividend yield comparison.

Year	BKMS	JPME
2026	1.11%	0.33%
2025	0.00%	2.03%
2024	0.00%	1.77%
2023	0.00%	1.84%
2022	0.00%	1.84%
2021	0.00%	1.44%
2020	0.00%	1.51%
2019	0.00%	1.68%
2018	0.00%	1.80%
2017	0.00%	1.17%
2016	0.00%	0.91%