IBIK vs BKSE

Comparison between ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF) and BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF).

IBIK vs BKSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIK(ETF)	BKSE(ETF)
Net Assets	$83M	$83M
Expense Ratio	0.10%	0.04%
Max Drawdown	7.42%	29.83%
Sharpe Ratio	0.48	1.50
5Y Beta	0.04	1.05
P/E Ratio	N/A	43.39
Forward P/E	N/A	15.50
5Y Dividends CAGR	N/A	13.27%
5Y EPS CAGR	N/A	9.38%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	2.29

Net Assets

Winner

IBIK

$83M

BKSE

$83M

Expense Ratio

IBIK

0.10%

Winner

BKSE

0.04%

Max Drawdown

Winner

IBIK

7.42%

BKSE

29.83%

Sharpe Ratio

IBIK

0.48

Winner

BKSE

1.50

5Y Beta

Winner

IBIK

0.04

BKSE

1.05

P/E Ratio

IBIK

N/A

BKSE

43.39

Forward P/E

IBIK

N/A

BKSE

15.50

5Y Dividends CAGR

IBIK

N/A

BKSE

13.27%

5Y EPS CAGR

IBIK

N/A

BKSE

9.38%

P/S Ratio

IBIK

N/A

BKSE

1.52

P/B Ratio

IBIK

N/A

BKSE

2.29

IBIK vs BKSE - Historical Returns

Returns include dividend reinvestment.

Period	IBIK	BKSE
1 month	-0.69%	+4.50%
3 months	-0.14%	+16.07%
6 months	+1.22%	+13.25%
1 year	+5.36%	+33.97%
5 years(CAGR)	N/A	+7.11%
Max(CAGR)	+5.48%	+16.68%

IBIK

-0.69%

Winner

BKSE

+4.50%

IBIK

-0.14%

Winner

BKSE

+16.07%

IBIK

+1.22%

Winner

BKSE

+13.25%

IBIK

+5.36%

Winner

BKSE

+33.97%

5Y(CAGR)

IBIK

N/A

BKSE

+7.11%

Max(CAGR)

IBIK

+5.48%

Winner

BKSE

+16.68%

IBIK vs BKSE - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBIK	BKSE
2026	+1.18%	+14.75%
2025	+8.60%	+13.13%
2024	+1.44%	+10.39%
2023	N/A	+22.93%
2022	N/A	-19.13%
2021	N/A	+18.29%
2020	N/A	+55.56%

IBIK vs BKSE Drawdown Comparison

The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.

The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.

The current IBIK drawdown is -1.00%.

Rank	IBIK	BKSE
#1	-5.58% Sep 16, 2024 - Apr 3, 2025	-29.09% Nov 8, 2021 - Jul 16, 2024
#2	-3.65% Apr 3, 2025 - Jun 30, 2025	-26.76% Nov 25, 2024 - Sep 11, 2025
#3	-2.50% Feb 27, 2026 - May 8, 2026	-11.49% Jun 8, 2020 - Aug 10, 2020
#4	-1.49% May 8, 2026 - May 19, 2026	-9.40% Feb 10, 2026 - Apr 16, 2026
#5	-1.37% Oct 22, 2025 - Feb 10, 2026	-9.14% Apr 29, 2020 - May 26, 2020
#6	-1.27% Aug 5, 2024 - Aug 21, 2024	-8.89% Jul 16, 2024 - Sep 19, 2024
#7	-1.18% Jul 17, 2024 - Jul 31, 2024	-8.80% Jun 8, 2021 - Nov 1, 2021
#8	-1.17% Jun 5, 2024 - Jun 18, 2024	-8.24% Sep 2, 2020 - Oct 7, 2020
#9	-1.12% Jun 18, 2024 - Jul 5, 2024	-7.61% Mar 15, 2021 - Apr 26, 2021
#10	-1.11% Sep 16, 2025 - Oct 21, 2025	-7.16% Oct 27, 2025 - Nov 28, 2025
#11	-0.88% May 24, 2024 - May 31, 2024	-6.10% Apr 28, 2021 - Jun 8, 2021
#12	-0.74% Aug 26, 2024 - Sep 6, 2024	-5.99% Oct 23, 2020 - Nov 5, 2020
#13	-0.73% Jun 30, 2025 - Jul 21, 2025	-5.55% Feb 24, 2021 - Mar 11, 2021
#14	-0.69% Aug 13, 2025 - Aug 22, 2025	-5.21% Apr 9, 2020 - Apr 28, 2020
#15	-0.53% Jul 22, 2025 - Jul 29, 2025	-4.58% Jan 20, 2021 - Feb 4, 2021