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BKUI vs IBTL

Comparison between BNY MELLON ULTRA SHORT INCOME ETF (BKUI, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceBKUI has outperformed IBTL, delivering a return of +3.5% compared to -1.5%

BKUI vs IBTL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BKUI
$575M
Winner
IBTL
$576M
Expense Ratio
BKUI
0.12%
Winner
IBTL
0.07%
Max Drawdown
Winner
BKUI
2.82%
IBTL
24.74%
Sharpe Ratio
Winner
BKUI
0.42
IBTL
-0.33
5Y Beta
BKUI
-0.00
Winner
IBTL
-0.02

BKUI vs IBTL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BKUI
+0.31%
IBTL
+0.03%
3M
Winner
BKUI
+0.78%
IBTL
-0.86%
6M
Winner
BKUI
+1.62%
IBTL
-0.32%
1Y
Winner
BKUI
+3.99%
IBTL
+2.33%
5Y(CAGR)
Winner
BKUI
+3.54%
IBTL
-1.53%
Max(CAGR)
Winner
BKUI
+3.54%
IBTL
-1.53%

BKUI vs IBTL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearBKUIIBTL
2026+1.78%-0.56%
2025+4.93%+7.90%
2024+5.48%+0.67%
2023+5.75%+2.84%
2022-0.09%-15.60%
2021-0.26%-1.38%

BKUI vs IBTL Drawdown Comparison

The maximum drawdown for BKUI was -1.72%, occurring on Jun 14, 2022. Recovery took 347 trading sessions.

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current BKUI drawdown is -0.02%. The current IBTL drawdown is -7.39%.

RankBKUIIBTL
#1-1.72%
Aug 31, 2021 - Jan 18, 2023
-20.93%
Sep 1, 2021 - Oct 19, 2023
#2-0.35%
Mar 13, 2023 - Apr 4, 2023
N/A
#3-0.25%
Apr 4, 2025 - Apr 21, 2025
N/A
#4-0.13%
Feb 26, 2026 - Mar 23, 2026
N/A
#5-0.09%
May 15, 2023 - May 30, 2023
N/A
#6-0.09%
Apr 9, 2024 - Apr 19, 2024
N/A
#7-0.09%
Mar 23, 2026 - Mar 30, 2026
N/A
#8-0.08%
Feb 2, 2023 - Feb 17, 2023
N/A
#9-0.08%
Feb 1, 2024 - Feb 12, 2024
N/A
#10-0.08%
Oct 2, 2024 - Oct 11, 2024
N/A
#11-0.07%
Oct 16, 2023 - Oct 20, 2023
N/A
#12-0.07%
Apr 25, 2023 - May 2, 2023
N/A
#13-0.06%
Apr 30, 2025 - May 6, 2025
N/A
#14-0.06%
Mar 6, 2023 - Mar 9, 2023
N/A
#15-0.06%
Jun 26, 2023 - Jul 3, 2023
N/A

Correlation

Correlation between BKUI and IBTL is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2021 - 2026)

BKUI vs IBTL dividend yield comparison.

YearBKUIIBTL
20261.93%1.94%
20254.48%3.93%
20245.11%4.07%
20234.29%3.04%
20221.82%2.36%
20210.22%0.70%

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