IBTL vs BKUI
Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and BNY MELLON ULTRA SHORT INCOME ETF (BKUI, ETF).
5-Year PerformanceBKUI has outperformed IBTL, delivering a return of +3.5% compared to -1.5%
IBTL vs BKUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTL vs BKUI - Historical Returns
Returns include dividend reinvestment.
IBTL vs BKUI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBTL | BKUI |
|---|---|---|
| 2026 | -0.56% | +1.78% |
| 2025 | +7.90% | +4.93% |
| 2024 | +0.67% | +5.48% |
| 2023 | +2.84% | +5.75% |
| 2022 | -15.60% | -0.09% |
| 2021 | -1.38% | -0.26% |
IBTL vs BKUI Drawdown Comparison
The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for BKUI was -1.72%, occurring on Jun 14, 2022. Recovery took 347 trading sessions.
The current IBTL drawdown is -7.39%. The current BKUI drawdown is -0.02%.
| Rank | IBTL | BKUI |
|---|---|---|
| #1 | -20.93% Sep 1, 2021 - Oct 19, 2023 | -1.72% Aug 31, 2021 - Jan 18, 2023 |
| #2 | N/A | -0.35% Mar 13, 2023 - Apr 4, 2023 |
| #3 | N/A | -0.25% Apr 4, 2025 - Apr 21, 2025 |
| #4 | N/A | -0.13% Feb 26, 2026 - Mar 23, 2026 |
| #5 | N/A | -0.09% May 15, 2023 - May 30, 2023 |
| #6 | N/A | -0.09% Apr 9, 2024 - Apr 19, 2024 |
| #7 | N/A | -0.09% Mar 23, 2026 - Mar 30, 2026 |
| #8 | N/A | -0.08% Feb 2, 2023 - Feb 17, 2023 |
| #9 | N/A | -0.08% Feb 1, 2024 - Feb 12, 2024 |
| #10 | N/A | -0.08% Oct 2, 2024 - Oct 11, 2024 |
| #11 | N/A | -0.07% Oct 16, 2023 - Oct 20, 2023 |
| #12 | N/A | -0.07% Apr 25, 2023 - May 2, 2023 |
| #13 | N/A | -0.06% Apr 30, 2025 - May 6, 2025 |
| #14 | N/A | -0.06% Mar 6, 2023 - Mar 9, 2023 |
| #15 | N/A | -0.06% Jun 26, 2023 - Jul 3, 2023 |
Correlation
Correlation between IBTL and BKUI is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2021 - 2026)
IBTL vs BKUI dividend yield comparison.
| Year | IBTL | BKUI |
|---|---|---|
| 2026 | 1.94% | 1.93% |
| 2025 | 3.93% | 4.48% |
| 2024 | 4.07% | 5.11% |
| 2023 | 3.04% | 4.29% |
| 2022 | 2.36% | 1.82% |
| 2021 | 0.70% | 0.22% |
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