IYE vs BKMI

Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).

IYE vs BKMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYE(ETF)	BKMI(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.38%	0.35%
Max Drawdown	78.21%	3.15%
Sharpe Ratio	1.70	-1.32
5Y Beta	0.59	0.07
P/E Ratio	20.91	N/A
Forward P/E	14.94	N/A
PEG Ratio	0.82	N/A
5Y Dividends CAGR	11.55%	N/A
5Y EPS CAGR	22.38%	N/A
Debt to Equity	40.52%	N/A
P/S Ratio	1.73	N/A
P/B Ratio	2.57	N/A

Net Assets

IYE

$1.70B

BKMI

$1.70B

Expense Ratio

IYE

0.38%

Winner

BKMI

0.35%

Max Drawdown

IYE

78.21%

Winner

BKMI

3.15%

Sharpe Ratio

Winner

IYE

1.70

BKMI

-1.32

5Y Beta

IYE

0.59

Winner

BKMI

0.07

P/E Ratio

IYE

20.91

BKMI

N/A

Forward P/E

IYE

14.94

BKMI

N/A

PEG Ratio

IYE

0.82

BKMI

N/A

5Y Dividends CAGR

IYE

11.55%

BKMI

N/A

5Y EPS CAGR

IYE

22.38%

BKMI

N/A

Debt to Equity

IYE

40.52%

BKMI

N/A

P/S Ratio

IYE

1.73

BKMI

N/A

P/B Ratio

IYE

2.57

BKMI

N/A

IYE vs BKMI - Historical Returns

Returns include dividend reinvestment.

Period	IYE	BKMI
1 month	-4.01%	+0.26%
3 months	+4.75%	-0.73%
6 months	+25.73%	N/A
1 year	+39.95%	N/A
5 years(CAGR)	+19.13%	N/A
10 years(CAGR)	+8.79%	N/A
Max(CAGR)	+7.27%	-0.08%

IYE

-4.01%

Winner

BKMI

+0.26%

Winner

IYE

+4.75%

BKMI

-0.73%

IYE

+25.73%

BKMI

N/A

IYE

+39.95%

BKMI

N/A

5Y(CAGR)

IYE

+19.13%

BKMI

N/A

10Y(CAGR)

IYE

+8.79%

BKMI

N/A

Max(CAGR)

Winner

IYE

+7.27%

BKMI

-0.08%

IYE vs BKMI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYE	BKMI
2026	+22.32%	-0.03%
2025	+6.06%	N/A
2024	+5.01%	N/A
2023	+1.78%	N/A
2022	+55.61%	N/A
2021	+53.06%	N/A
2020	-34.05%	N/A
2019	+7.69%	N/A
2018	-20.69%	N/A
2017	-3.06%	N/A
2016	+25.79%	N/A
2015	-22.56%	N/A
2014	-8.39%	N/A
2013	+22.67%	N/A
2012	+1.63%	N/A
2011	+2.91%	N/A
2010	+15.56%	N/A
2009	+13.70%	N/A
2008	-37.78%	N/A
2007	+41.04%	N/A
2006	+15.31%	N/A
2005	+39.26%	N/A
2004	+32.27%	N/A
2003	+24.20%	N/A
2002	-15.27%	N/A
2001	-11.91%	N/A
2000	+6.75%	N/A

IYE vs BKMI Drawdown Comparison

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

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

The current IYE drawdown is -10.74%. The current BKMI drawdown is -1.51%.

Rank	IYE	BKMI
#1	-73.74% Jun 23, 2014 - May 6, 2022	-2.99% Feb 27, 2026 - Mar 27, 2026
#2	-55.81% May 20, 2008 - Sep 18, 2013	-0.24% Jan 27, 2026 - Jan 29, 2026
#3	-39.58% May 18, 2001 - Jun 23, 2004	-0.23% Jan 16, 2026 - Jan 27, 2026
#4	-25.60% Jun 7, 2022 - Oct 28, 2022	-0.12% Feb 17, 2026 - Feb 19, 2026
#5	-20.37% Nov 22, 2024 - Jan 5, 2026	-0.04% Jan 12, 2026 - Jan 16, 2026
#6	-18.82% Nov 15, 2022 - Mar 21, 2024	-0.04% Feb 6, 2026 - Feb 10, 2026
#7	-16.18% Jan 3, 2008 - Apr 16, 2008	-0.02% Feb 20, 2026 - Feb 24, 2026
#8	-15.79% Sep 29, 2005 - Jan 17, 2006	-0.02% Feb 25, 2026 - Feb 27, 2026
#9	-15.40% May 10, 2006 - Nov 9, 2006	N/A
#10	-14.87% Mar 4, 2005 - Jun 17, 2005	N/A
#11	-14.10% Mar 9, 2001 - Apr 26, 2001	N/A
#12	-12.60% Apr 5, 2024 - Nov 20, 2024	N/A
#13	-12.57% Jul 19, 2007 - Sep 18, 2007	N/A
#14	-12.38% Oct 12, 2000 - Mar 7, 2001	N/A
#15	-12.31% Dec 14, 2006 - Apr 4, 2007	N/A

Correlation

Correlation between IYE and BKMI is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2000 - 2026)

IYE vs BKMI dividend yield comparison.

Year	IYE	BKMI
2026	0.52%	0.72%
2025	2.85%	0.00%
2024	2.75%	0.00%
2023	2.99%	0.00%
2022	3.37%	0.00%
2021	2.98%	0.00%
2020	4.75%	0.00%
2019	6.60%	0.00%
2018	3.16%	0.00%
2017	2.66%	0.00%
2016	2.11%	0.00%
2015	3.39%	0.00%
2014	2.05%	0.00%
2013	1.54%	0.00%
2012	1.67%	0.00%
2011	1.40%	0.00%
2010	1.28%	0.00%
2009	1.47%	0.00%
2008	1.54%	0.00%
2007	0.82%	0.00%
2006	1.05%	0.00%
2005	0.93%	0.00%
2004	1.18%	0.00%
2003	1.48%	0.00%
2002	1.75%	0.00%
2001	1.30%	0.00%
2000	0.48%	0.00%