BKMS vs UUP
Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and Invesco DB US Dollar Index Bullish Fund (UUP, ETF).
BKMS vs UUP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKMS
$436M
UUP
$436M
Expense Ratio
Winner
BKMS
0.35%
UUP
0.75%
Max Drawdown
Winner
BKMS
1.30%
UUP
22.71%
Sharpe Ratio
BKMS
-1.89
Winner
UUP
0.59
5Y Beta
BKMS
0.02
Winner
UUP
-0.00
5Y Dividends CAGR
BKMS
N/A
UUP
33.66%
BKMS vs UUP - Historical Returns
Returns include dividend reinvestment.
1M
BKMS
+0.12%
Winner
UUP
+0.42%
3M
BKMS
+0.39%
Winner
UUP
+3.68%
6M
BKMS
+0.69%
Winner
UUP
+4.44%
1Y
BKMS
N/A
UUP
+8.14%
5Y(CAGR)
BKMS
N/A
UUP
+5.78%
10Y(CAGR)
BKMS
N/A
UUP
+3.12%
Max(CAGR)
BKMS
+1.42%
Winner
UUP
+1.70%
BKMS vs UUP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BKMS | UUP |
|---|---|---|
| 2026 | +0.73% | +5.05% |
| 2025 | N/A | -5.77% |
| 2024 | N/A | +12.53% |
| 2023 | N/A | +2.52% |
| 2022 | N/A | +8.78% |
| 2021 | N/A | +5.65% |
| 2020 | N/A | -6.98% |
| 2019 | N/A | +3.32% |
| 2018 | N/A | +7.50% |
| 2017 | N/A | -9.92% |
| 2016 | N/A | +3.00% |
| 2015 | N/A | +5.99% |
| 2014 | N/A | +10.72% |
| 2013 | N/A | -1.33% |
| 2012 | N/A | -2.09% |
| 2011 | N/A | -1.54% |
| 2010 | N/A | -0.92% |
| 2009 | N/A | -7.38% |
| 2008 | N/A | +5.83% |
| 2007 | N/A | -4.30% |
BKMS vs UUP Drawdown Comparison
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.
The current BKMS drawdown is -0.20%. The current UUP drawdown is -1.32%.
| Rank | BKMS | UUP |
|---|---|---|
| #1 | -0.87% Feb 27, 2026 - Jun 15, 2026 | -22.18% Nov 20, 2008 - Jul 31, 2019 |
| #2 | -0.25% Jun 29, 2026 - Jul 20, 2026 | -14.24% Mar 19, 2020 - Jun 13, 2022 |
| #3 | -0.18% Jan 23, 2026 - Jan 30, 2026 | -11.16% Jun 14, 2007 - Oct 6, 2008 |
| #4 | -0.13% Jun 15, 2026 - Jun 24, 2026 | -10.37% Sep 27, 2022 - Apr 10, 2024 |
| #5 | -0.08% Jan 16, 2026 - Jan 23, 2026 | -10.05% Jan 13, 2025 - Jul 2, 2025 |
| #6 | -0.08% Feb 17, 2026 - Feb 23, 2026 | -4.63% Feb 20, 2020 - Mar 13, 2020 |
| #7 | -0.06% Feb 9, 2026 - Feb 12, 2026 | -4.25% Jun 26, 2024 - Oct 22, 2024 |
| #8 | -0.06% Jun 24, 2026 - Jun 26, 2026 | -3.21% Mar 13, 2020 - Mar 19, 2020 |
| #9 | -0.02% Feb 5, 2026 - Feb 9, 2026 | -3.13% Jul 14, 2022 - Aug 22, 2022 |
| #10 | N/A | -3.01% Oct 24, 2008 - Nov 12, 2008 |
| #11 | N/A | -2.78% Mar 9, 2007 - Jun 13, 2007 |
| #12 | N/A | -2.25% Sep 30, 2019 - Feb 6, 2020 |
| #13 | N/A | -1.74% Jun 14, 2022 - Jul 5, 2022 |
| #14 | N/A | -1.73% Sep 6, 2022 - Sep 21, 2022 |
| #15 | N/A | -1.69% Apr 30, 2024 - Jun 14, 2024 |
Correlation
Correlation between BKMS and UUP is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
Dividend Comparison (2007 - 2026)
BKMS vs UUP dividend yield comparison.
| Year | BKMS | UUP |
|---|---|---|
| 2026 | 1.36% | 0.00% |
| 2025 | 0.00% | 3.43% |
| 2024 | 0.00% | 4.48% |
| 2023 | 0.00% | 6.44% |
| 2022 | 0.00% | 0.89% |
| 2019 | 0.00% | 2.03% |
| 2018 | 0.00% | 1.08% |
| 2017 | 0.00% | 0.10% |
| 2008 | 0.00% | 0.69% |
| 2007 | 0.00% | 0.84% |
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