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BKSE vs TBF

Comparison between BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF) and PROSHARES SHORT 20+ YEAR TREASURY (TBF, ETF).

5-Year PerformanceTBF has outperformed BKSE, delivering a return of +10.1% compared to +6.6%

BKSE vs TBF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BKSE
$81M
TBF
$81M
Expense Ratio
Winner
BKSE
0.04%
TBF
0.95%
Max Drawdown
Winner
BKSE
29.83%
TBF
71.19%
Sharpe Ratio
Winner
BKSE
1.43
TBF
-0.08
5Y Beta
BKSE
1.05
Winner
TBF
-0.04
P/E Ratio
BKSE
36.04
TBF
N/A
Forward P/E
BKSE
15.58
TBF
N/A
5Y Dividends CAGR
BKSE
13.27%
Winner
TBF
91.76%
5Y EPS CAGR
BKSE
9.21%
TBF
N/A
P/S Ratio
BKSE
1.42
TBF
N/A
P/B Ratio
BKSE
2.28
TBF
N/A

BKSE vs TBF - Historical Returns

Returns include dividend reinvestment.

1M
BKSE
+0.05%
Winner
TBF
+0.41%
3M
Winner
BKSE
+7.00%
TBF
+4.49%
6M
Winner
BKSE
+10.64%
TBF
+3.78%
1Y
Winner
BKSE
+31.48%
TBF
+2.52%
5Y(CAGR)
BKSE
+6.64%
Winner
TBF
+10.05%
10Y(CAGR)
BKSE
N/A
TBF
+2.73%
Max(CAGR)
Winner
BKSE
+16.03%
TBF
-3.10%

BKSE vs TBF - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBKSETBF
2026+10.58%+2.50%
2025+13.13%+1.51%
2024+10.39%+15.60%
2023+22.93%+4.35%
2022-19.13%+38.48%
2021+18.29%+1.46%
2020+55.56%-18.48%
2019N/A-10.57%
2018N/A+2.13%
2017N/A-8.15%
2016N/A-2.77%
2015N/A-0.72%
2014N/A-23.32%
2013N/A+10.55%
2012N/A-7.14%
2011N/A-29.64%
2010N/A-12.48%
2009N/A+2.77%

BKSE vs TBF Drawdown Comparison

The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.

The maximum drawdown for TBF was -70.40%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The current BKSE drawdown is -2.23%. The current TBF drawdown is -43.27%.

RankBKSETBF
#1-29.09%
Nov 8, 2021 - Jul 16, 2024
-70.40%
Jan 11, 2010 - Aug 4, 2020
#2-26.76%
Nov 25, 2024 - Sep 11, 2025
-6.94%
Aug 21, 2009 - Dec 22, 2009
#3-11.49%
Jun 8, 2020 - Aug 10, 2020
-1.59%
Dec 28, 2009 - Jan 11, 2010
#4-9.40%
Feb 10, 2026 - Apr 16, 2026
N/A
#5-9.14%
Apr 29, 2020 - May 26, 2020
N/A
#6-8.89%
Jul 16, 2024 - Sep 19, 2024
N/A
#7-8.80%
Jun 8, 2021 - Nov 1, 2021
N/A
#8-8.24%
Sep 2, 2020 - Oct 7, 2020
N/A
#9-7.61%
Mar 15, 2021 - Apr 26, 2021
N/A
#10-7.16%
Oct 27, 2025 - Nov 28, 2025
N/A
#11-6.10%
Apr 28, 2021 - Jun 8, 2021
N/A
#12-5.99%
Oct 23, 2020 - Nov 5, 2020
N/A
#13-5.55%
Feb 24, 2021 - Mar 11, 2021
N/A
#14-5.21%
Apr 9, 2020 - Apr 28, 2020
N/A
#15-4.58%
Jan 20, 2021 - Feb 4, 2021
N/A

Correlation

Correlation between BKSE and TBF is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2018 - 2026)

BKSE vs TBF dividend yield comparison.

YearBKSETBF
20260.27%0.38%
20251.26%3.39%
20241.55%4.06%
20231.38%4.99%
20221.50%0.36%
20211.17%0.00%
20200.82%0.22%
20190.00%1.68%
20180.00%0.88%

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