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EELV vs BKMS

Comparison between INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (EELV, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).

EELV vs BKMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EELV
$437M
Winner
BKMS
$438M
Expense Ratio
Winner
EELV
0.29%
BKMS
0.35%
Max Drawdown
EELV
47.27%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
EELV
0.99
BKMS
-1.86
5Y Beta
EELV
0.45
Winner
BKMS
0.02
5Y Dividends CAGR
EELV
10.28%
BKMS
N/A

EELV vs BKMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EELV
+0.83%
BKMS
+0.46%
3M
Winner
EELV
+2.67%
BKMS
+0.16%
6M
Winner
EELV
+7.76%
BKMS
+0.62%
1Y
EELV
+16.24%
BKMS
N/A
5Y(CAGR)
EELV
+7.51%
BKMS
N/A
10Y(CAGR)
EELV
+6.95%
BKMS
N/A
Max(CAGR)
Winner
EELV
+4.39%
BKMS
+1.45%

EELV vs BKMS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEELVBKMS
2026+5.24%+0.62%
2025+22.38%N/A
2024+2.28%N/A
2023+9.09%N/A
2022-3.22%N/A
2021+16.19%N/A
2020-4.69%N/A
2019+8.94%N/A
2018-6.85%N/A
2017+24.52%N/A
2016+7.76%N/A
2015-17.71%N/A
2014-2.23%N/A
2013-2.50%N/A
2012+17.60%N/A

EELV vs BKMS Drawdown Comparison

The maximum drawdown for EELV was -36.30%, occurring on Mar 19, 2020. Recovery took 811 trading sessions.

The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.

The current EELV drawdown is -2.96%. The current BKMS drawdown is -0.13%.

RankEELVBKMS
#1-36.30%
Jan 26, 2018 - Apr 19, 2021
-0.87%
Feb 27, 2026 - Jun 15, 2026
#2-34.89%
Sep 5, 2014 - Jan 22, 2018
-0.18%
Jan 23, 2026 - Jan 30, 2026
#3-19.05%
Apr 13, 2022 - May 15, 2024
-0.13%
Jun 15, 2026 - Jun 17, 2026
#4-16.55%
May 8, 2013 - Aug 19, 2014
-0.08%
Jan 16, 2026 - Jan 23, 2026
#5-11.78%
Sep 26, 2024 - May 13, 2025
-0.08%
Feb 17, 2026 - Feb 23, 2026
#6-10.11%
May 1, 2012 - Aug 16, 2012
-0.06%
Feb 9, 2026 - Feb 12, 2026
#7-8.22%
Feb 24, 2026 - Mar 20, 2026
-0.02%
Feb 5, 2026 - Feb 9, 2026
#8-5.54%
Feb 16, 2022 - Apr 13, 2022
N/A
#9-4.87%
May 7, 2021 - Jun 1, 2021
N/A
#10-4.33%
Nov 12, 2021 - Jan 10, 2022
N/A
#11-4.01%
Apr 2, 2012 - May 1, 2012
N/A
#12-3.83%
Jul 31, 2024 - Aug 13, 2024
N/A
#13-3.72%
Jun 2, 2021 - Aug 30, 2021
N/A
#14-3.65%
Mar 1, 2012 - Apr 2, 2012
N/A
#15-3.55%
Mar 8, 2013 - Apr 30, 2013
N/A

Correlation

Correlation between EELV and BKMS is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2012 - 2026)

EELV vs BKMS dividend yield comparison.

YearEELVBKMS
20260.90%1.11%
20253.75%0.00%
20244.70%0.00%
20234.00%0.00%
20223.46%0.00%
20214.35%0.00%
20202.82%0.00%
20193.14%0.00%
20185.50%0.00%
20172.92%0.00%
20162.29%0.00%
20152.53%0.00%
20143.25%0.00%
20132.10%0.00%
20120.98%0.00%

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