DFAR vs BKMI

Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).

DFAR vs BKMI - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	DFAR(ETF)	BKMI(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.19%	0.35%
Max Drawdown	34.66%	3.15%
Sharpe Ratio	0.81	-1.28
5Y Beta	0.49	0.07
P/E Ratio	33.87	N/A
Forward P/E	34.22	N/A
5Y EPS CAGR	8.31%	N/A
Debt to Equity	-13.78%	N/A
P/S Ratio	7.39	N/A
P/B Ratio	2.58	N/A

Net Assets

DFAR

$1.70B

BKMI

$1.70B

Expense Ratio

Winner

DFAR

0.19%

BKMI

0.35%

Max Drawdown

DFAR

34.66%

Winner

BKMI

3.15%

Sharpe Ratio

Winner

DFAR

0.81

BKMI

-1.28

5Y Beta

DFAR

0.49

Winner

BKMI

0.07

P/E Ratio

DFAR

33.87

BKMI

N/A

Forward P/E

DFAR

34.22

BKMI

N/A

5Y EPS CAGR

DFAR

8.31%

BKMI

N/A

Debt to Equity

DFAR

-13.78%

BKMI

N/A

P/S Ratio

DFAR

7.39

BKMI

N/A

P/B Ratio

DFAR

2.58

BKMI

N/A

DFAR vs BKMI - Historical Returns

Returns include dividend reinvestment.

Period	DFAR	BKMI
1 month	+4.34%	+0.22%
3 months	+5.98%	-0.79%
6 months	+10.99%	N/A
1 year	+13.55%	N/A
5 years(CAGR)	+3.44%	N/A
Max(CAGR)	+3.44%	+0.07%

Winner

DFAR

+4.34%

BKMI

+0.22%

Winner

DFAR

+5.98%

BKMI

-0.79%

DFAR

+10.99%

BKMI

N/A

DFAR

+13.55%

BKMI

N/A

5Y(CAGR)

DFAR

+3.44%

BKMI

N/A

Max(CAGR)

Winner

DFAR

+3.44%

BKMI

+0.07%

DFAR vs BKMI - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	DFAR	BKMI
2026	+13.41%	+0.02%
2025	+2.24%	N/A
2024	+4.24%	N/A
2023	+11.20%	N/A
2022	-14.29%	N/A

DFAR vs BKMI Drawdown Comparison

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current DFAR drawdown is -0.23%. The current BKMI drawdown is -1.46%.

Rank	DFAR	BKMI
#1	-32.25% Apr 20, 2022 - Apr 16, 2026	-2.99% Feb 27, 2026 - Mar 27, 2026
#2	-2.71% Apr 20, 2026 - May 6, 2026	-0.24% Jan 27, 2026 - Jan 29, 2026
#3	-2.33% Mar 4, 2022 - Mar 17, 2022	-0.23% Jan 16, 2026 - Jan 27, 2026
#4	-2.14% Apr 6, 2022 - Apr 20, 2022	-0.12% Feb 17, 2026 - Feb 19, 2026
#5	-2.01% Feb 25, 2022 - Mar 3, 2022	-0.04% Jan 12, 2026 - Jan 16, 2026
#6	-1.70% Mar 29, 2022 - Apr 1, 2022	-0.04% Feb 6, 2026 - Feb 10, 2026
#7	-1.49% Mar 18, 2022 - Mar 25, 2022	-0.02% Feb 20, 2026 - Feb 24, 2026
#8	-1.00% Apr 1, 2022 - Apr 6, 2022	-0.02% Feb 25, 2026 - Feb 27, 2026
#9	-0.54% May 6, 2026 - May 7, 2026	N/A