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BKMS vs XFIV

Comparison between BNY Mellon Municipal Short Duration ETF (BKMS, ETF) and BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF).

BKMS vs XFIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BKMS
$438M
XFIV
$437M
Expense Ratio
BKMS
0.35%
Winner
XFIV
0.05%
Max Drawdown
Winner
BKMS
1.30%
XFIV
7.83%
Sharpe Ratio
BKMS
-1.83
Winner
XFIV
-0.26
5Y Beta
BKMS
0.02
Winner
XFIV
-0.02

BKMS vs XFIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKMS
+0.26%
XFIV
-0.51%
3M
Winner
BKMS
+0.04%
XFIV
-1.53%
6M
BKMS
N/A
XFIV
-0.60%
1Y
BKMS
N/A
XFIV
+2.95%
Max(CAGR)
BKMS
+1.37%
Winner
XFIV
+3.18%

BKMS vs XFIV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearBKMSXFIV
2026+0.54%-0.74%
2025N/A+7.47%
2024N/A+1.82%
2023N/A+4.07%
2022N/A-0.57%

BKMS vs XFIV 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 XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.

The current BKMS drawdown is -0.17%. The current XFIV drawdown is -2.44%.

RankBKMSXFIV
#1-0.87%
Feb 27, 2026 - Mar 26, 2026
-6.38%
May 4, 2023 - Dec 27, 2023
#2-0.18%
Jan 23, 2026 - Jan 30, 2026
-4.47%
Sep 16, 2024 - Apr 3, 2025
#3-0.08%
Jan 16, 2026 - Jan 23, 2026
-3.89%
Jan 18, 2023 - Mar 17, 2023
#4-0.08%
Feb 17, 2026 - Feb 23, 2026
-3.71%
Sep 16, 2022 - Dec 1, 2022
#5-0.06%
Feb 9, 2026 - Feb 12, 2026
-3.50%
Feb 1, 2024 - Jul 11, 2024
#6-0.02%
Feb 5, 2026 - Feb 9, 2026
-2.90%
Feb 27, 2026 - May 19, 2026
#7N/A-2.11%
Apr 4, 2025 - Apr 30, 2025
#8N/A-1.99%
Apr 30, 2025 - Jun 25, 2025
#9N/A-1.73%
Dec 15, 2022 - Jan 9, 2023
#10N/A-1.57%
Apr 6, 2023 - May 3, 2023
#11N/A-1.22%
Mar 23, 2023 - Apr 4, 2023
#12N/A-1.19%
Mar 17, 2023 - Mar 23, 2023
#13N/A-1.19%
Dec 27, 2023 - Feb 1, 2024
#14N/A-1.07%
Jun 30, 2025 - Aug 1, 2025
#15N/A-1.00%
Aug 5, 2024 - Aug 21, 2024

Correlation

Correlation between BKMS and XFIV is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2022 - 2026)

BKMS vs XFIV dividend yield comparison.

YearBKMSXFIV
20261.11%1.63%
20250.00%4.05%
20240.00%3.92%
20230.00%3.63%
20220.00%1.06%

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