BKUI vs LONZ
Comparison between BNY MELLON ULTRA SHORT INCOME ETF (BKUI, ETF) and PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF).
BKUI vs LONZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BKUI
$575M
LONZ
$574M
Expense Ratio
Winner
BKUI
0.12%
LONZ
0.63%
Max Drawdown
Winner
BKUI
2.82%
LONZ
6.03%
Sharpe Ratio
BKUI
0.32
Winner
LONZ
0.37
5Y Beta
Winner
BKUI
-0.00
LONZ
0.10
BKUI vs LONZ - Historical Returns
Returns include dividend reinvestment.
1M
BKUI
+0.25%
Winner
LONZ
+0.46%
3M
BKUI
+0.76%
Winner
LONZ
+1.14%
6M
Winner
BKUI
+1.59%
LONZ
+1.48%
1Y
BKUI
+3.94%
Winner
LONZ
+4.51%
5Y(CAGR)
BKUI
+3.53%
Winner
LONZ
+7.32%
Max(CAGR)
BKUI
+3.53%
Winner
LONZ
+7.32%
BKUI vs LONZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BKUI | LONZ |
|---|---|---|
| 2026 | +1.77% | +2.18% |
| 2025 | +4.93% | +5.09% |
| 2024 | +5.48% | +9.42% |
| 2023 | +5.75% | +12.26% |
| 2022 | -0.09% | +0.79% |
| 2021 | -0.26% | N/A |
BKUI vs LONZ Drawdown Comparison
The maximum drawdown for BKUI was -1.72%, occurring on Jun 14, 2022. Recovery took 347 trading sessions.
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The current BKUI drawdown is -0.03%. The current LONZ drawdown is -0.18%.
| Rank | BKUI | LONZ |
|---|---|---|
| #1 | -1.72% Aug 31, 2021 - Jan 18, 2023 | -4.19% Feb 14, 2025 - May 12, 2025 |
| #2 | -0.35% Mar 13, 2023 - Apr 4, 2023 | -4.05% Aug 12, 2022 - Jan 6, 2023 |
| #3 | -0.25% Apr 4, 2025 - Apr 21, 2025 | -3.91% Jun 9, 2022 - Aug 5, 2022 |
| #4 | -0.13% Feb 26, 2026 - Mar 23, 2026 | -2.03% Dec 26, 2025 - Apr 17, 2026 |
| #5 | -0.09% May 15, 2023 - May 30, 2023 | -2.03% Mar 8, 2023 - Apr 17, 2023 |
| #6 | -0.09% Apr 9, 2024 - Apr 19, 2024 | -1.41% Jul 23, 2024 - Aug 28, 2024 |
| #7 | -0.09% Mar 23, 2026 - Mar 30, 2026 | -0.70% Oct 16, 2023 - Nov 6, 2023 |
| #8 | -0.08% Feb 2, 2023 - Feb 17, 2023 | -0.69% Jan 19, 2024 - Feb 14, 2024 |
| #9 | -0.08% Feb 1, 2024 - Feb 12, 2024 | -0.57% Oct 7, 2025 - Oct 27, 2025 |
| #10 | -0.08% Oct 2, 2024 - Oct 11, 2024 | -0.54% Sep 28, 2023 - Oct 12, 2023 |
| #11 | -0.07% Oct 16, 2023 - Oct 20, 2023 | -0.52% Dec 16, 2024 - Dec 31, 2024 |
| #12 | -0.07% Apr 25, 2023 - May 2, 2023 | -0.44% Feb 14, 2023 - Mar 3, 2023 |
| #13 | -0.06% Apr 30, 2025 - May 6, 2025 | -0.39% Jun 2, 2026 - Jun 15, 2026 |
| #14 | -0.06% Mar 6, 2023 - Mar 9, 2023 | -0.38% Jan 23, 2025 - Feb 14, 2025 |
| #15 | -0.06% Jun 26, 2023 - Jul 3, 2023 | -0.34% May 14, 2026 - Jun 1, 2026 |
Correlation
Correlation between BKUI and LONZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
BKUI vs LONZ dividend yield comparison.
| Year | BKUI | LONZ |
|---|---|---|
| 2026 | 1.93% | 4.52% |
| 2025 | 4.48% | 6.60% |
| 2024 | 5.11% | 8.16% |
| 2023 | 4.29% | 8.29% |
| 2022 | 1.82% | 3.33% |
| 2021 | 0.22% | 0.00% |
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