BKSE vs IBIK
Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF).
BKSE vs IBIK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BKSE
$83M
Winner
IBIK
$83M
Expense Ratio
Winner
BKSE
0.04%
IBIK
0.10%
Max Drawdown
BKSE
29.83%
Winner
IBIK
7.42%
Sharpe Ratio
Winner
BKSE
1.50
IBIK
0.48
5Y Beta
BKSE
1.05
Winner
IBIK
0.04
P/E Ratio
BKSE
43.39
IBIK
N/A
Forward P/E
BKSE
15.50
IBIK
N/A
5Y Dividends CAGR
BKSE
13.27%
IBIK
N/A
5Y EPS CAGR
BKSE
9.38%
IBIK
N/A
P/S Ratio
BKSE
1.52
IBIK
N/A
P/B Ratio
BKSE
2.29
IBIK
N/A
BKSE vs IBIK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BKSE
+4.50%
IBIK
-0.69%
3M
Winner
BKSE
+16.07%
IBIK
-0.14%
6M
Winner
BKSE
+13.25%
IBIK
+1.22%
1Y
Winner
BKSE
+33.97%
IBIK
+5.36%
5Y(CAGR)
BKSE
+7.11%
IBIK
N/A
Max(CAGR)
Winner
BKSE
+16.68%
IBIK
+5.48%
BKSE vs IBIK - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKSE | IBIK |
|---|---|---|
| 2026 | +14.75% | +1.18% |
| 2025 | +13.13% | +8.60% |
| 2024 | +10.39% | +1.44% |
| 2023 | +22.93% | N/A |
| 2022 | -19.13% | N/A |
| 2021 | +18.29% | N/A |
| 2020 | +55.56% | N/A |
BKSE vs IBIK Drawdown Comparison
The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The current IBIK drawdown is -1.00%.
| Rank | BKSE | IBIK |
|---|---|---|
| #1 | -29.09% Nov 8, 2021 - Jul 16, 2024 | -5.58% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -26.76% Nov 25, 2024 - Sep 11, 2025 | -3.65% Apr 3, 2025 - Jun 30, 2025 |
| #3 | -11.49% Jun 8, 2020 - Aug 10, 2020 | -2.50% Feb 27, 2026 - May 8, 2026 |
| #4 | -9.40% Feb 10, 2026 - Apr 16, 2026 | -1.49% May 8, 2026 - May 19, 2026 |
| #5 | -9.14% Apr 29, 2020 - May 26, 2020 | -1.37% Oct 22, 2025 - Feb 10, 2026 |
| #6 | -8.89% Jul 16, 2024 - Sep 19, 2024 | -1.27% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -8.80% Jun 8, 2021 - Nov 1, 2021 | -1.18% Jul 17, 2024 - Jul 31, 2024 |
| #8 | -8.24% Sep 2, 2020 - Oct 7, 2020 | -1.17% Jun 5, 2024 - Jun 18, 2024 |
| #9 | -7.61% Mar 15, 2021 - Apr 26, 2021 | -1.12% Jun 18, 2024 - Jul 5, 2024 |
| #10 | -7.16% Oct 27, 2025 - Nov 28, 2025 | -1.11% Sep 16, 2025 - Oct 21, 2025 |
| #11 | -6.10% Apr 28, 2021 - Jun 8, 2021 | -0.88% May 24, 2024 - May 31, 2024 |
| #12 | -5.99% Oct 23, 2020 - Nov 5, 2020 | -0.74% Aug 26, 2024 - Sep 6, 2024 |
| #13 | -5.55% Feb 24, 2021 - Mar 11, 2021 | -0.73% Jun 30, 2025 - Jul 21, 2025 |
| #14 | -5.21% Apr 9, 2020 - Apr 28, 2020 | -0.69% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -4.58% Jan 20, 2021 - Feb 4, 2021 | -0.53% Jul 22, 2025 - Jul 29, 2025 |
Correlation
Correlation between BKSE and IBIK is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2020 - 2026)
BKSE vs IBIK dividend yield comparison.
| Year | BKSE | IBIK |
|---|---|---|
| 2026 | 0.26% | 0.36% |
| 2025 | 1.26% | 4.43% |
| 2024 | 1.55% | 2.67% |
| 2023 | 1.38% | 0.00% |
| 2022 | 1.50% | 0.00% |
| 2021 | 1.17% | 0.00% |
| 2020 | 0.82% | 0.00% |
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