HEDJ vs BKMI
Comparison between WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).
HEDJ vs BKMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDJ
$1.70B
BKMI
$1.70B
Expense Ratio
HEDJ
0.58%
Winner
BKMI
0.35%
Max Drawdown
HEDJ
38.18%
Winner
BKMI
3.15%
Sharpe Ratio
Winner
HEDJ
0.91
BKMI
-1.32
5Y Beta
HEDJ
0.78
Winner
BKMI
0.07
5Y Dividends CAGR
HEDJ
8.93%
BKMI
N/A
HEDJ vs BKMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDJ
+1.22%
BKMI
+0.26%
3M
Winner
HEDJ
+0.65%
BKMI
-0.73%
6M
HEDJ
+7.98%
BKMI
N/A
1Y
HEDJ
+17.27%
BKMI
N/A
5Y(CAGR)
HEDJ
+10.95%
BKMI
N/A
10Y(CAGR)
HEDJ
+10.76%
BKMI
N/A
Max(CAGR)
Winner
HEDJ
+8.81%
BKMI
-0.08%
HEDJ vs BKMI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | HEDJ | BKMI |
|---|---|---|
| 2026 | +3.77% | -0.03% |
| 2025 | +23.50% | N/A |
| 2024 | +5.60% | N/A |
| 2023 | +23.15% | N/A |
| 2022 | -11.43% | N/A |
| 2021 | +22.25% | N/A |
| 2020 | -4.98% | N/A |
| 2019 | +27.10% | N/A |
| 2018 | -9.15% | N/A |
| 2017 | +12.11% | N/A |
| 2016 | +11.53% | N/A |
| 2015 | +5.16% | N/A |
| 2014 | +6.74% | N/A |
| 2013 | +19.10% | N/A |
| 2012 | +18.69% | N/A |
| 2011 | -10.30% | N/A |
| 2010 | +1.41% | N/A |
| 2009 | +0.00% | N/A |
HEDJ vs BKMI Drawdown Comparison
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HEDJ drawdown is -1.68%. The current BKMI drawdown is -1.51%.
| Rank | HEDJ | BKMI |
|---|---|---|
| #1 | -38.18% Feb 12, 2020 - Mar 10, 2021 | -2.99% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -26.09% Apr 10, 2015 - Mar 9, 2017 | -0.24% Jan 27, 2026 - Jan 29, 2026 |
| #3 | -22.22% Jan 4, 2022 - Feb 15, 2023 | -0.23% Jan 16, 2026 - Jan 27, 2026 |
| #4 | -21.93% Feb 17, 2011 - Dec 6, 2012 | -0.12% Feb 17, 2026 - Feb 19, 2026 |
| #5 | -16.93% May 22, 2018 - Apr 5, 2019 | -0.04% Jan 12, 2026 - Jan 16, 2026 |
| #6 | -15.93% Mar 19, 2025 - May 16, 2025 | -0.04% Feb 6, 2026 - Feb 10, 2026 |
| #7 | -13.36% Apr 14, 2010 - Jan 12, 2011 | -0.02% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -12.12% Apr 1, 2024 - Jan 30, 2025 | -0.02% Feb 25, 2026 - Feb 27, 2026 |
| #9 | -12.04% Jun 19, 2014 - Dec 3, 2014 | N/A |
| #10 | -11.90% Feb 25, 2026 - Mar 20, 2026 | N/A |
| #11 | -11.01% May 21, 2013 - Aug 13, 2013 | N/A |
| #12 | -10.52% Jul 28, 2023 - Dec 5, 2023 | N/A |
| #13 | -10.14% Jan 19, 2010 - Mar 29, 2010 | N/A |
| #14 | -8.96% Jan 23, 2018 - May 16, 2018 | N/A |
| #15 | -8.61% Jul 24, 2019 - Oct 23, 2019 | N/A |
Correlation
Correlation between HEDJ and BKMI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2010 - 2026)
HEDJ vs BKMI dividend yield comparison.
| Year | HEDJ | BKMI |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 1.63% | 0.00% |
| 2024 | 3.28% | 0.00% |
| 2023 | 3.31% | 0.00% |
| 2022 | 2.83% | 0.00% |
| 2021 | 2.08% | 0.00% |
| 2020 | 2.65% | 0.00% |
| 2019 | 1.82% | 0.00% |
| 2018 | 2.73% | 0.00% |
| 2017 | 2.27% | 0.00% |
| 2016 | 2.74% | 0.00% |
| 2015 | 9.44% | 0.00% |
| 2014 | 5.83% | 0.00% |
| 2013 | 1.85% | 0.00% |
| 2012 | 2.27% | 0.00% |
| 2011 | 3.39% | 0.00% |
| 2010 | 3.53% | 0.00% |
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