LODI vs BKSE
Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF).
LODI vs BKSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LODI
$83M
BKSE
$83M
Expense Ratio
LODI
0.15%
Winner
BKSE
0.04%
Max Drawdown
Winner
LODI
1.44%
BKSE
29.83%
Sharpe Ratio
LODI
0.81
Winner
BKSE
1.50
5Y Beta
Winner
LODI
0.00
BKSE
1.05
P/E Ratio
LODI
N/A
BKSE
43.39
Forward P/E
LODI
N/A
BKSE
15.50
5Y Dividends CAGR
LODI
N/A
BKSE
13.27%
5Y EPS CAGR
LODI
N/A
BKSE
9.38%
P/S Ratio
LODI
N/A
BKSE
1.52
P/B Ratio
LODI
N/A
BKSE
2.29
LODI vs BKSE - Historical Returns
Returns include dividend reinvestment.
1M
LODI
+0.42%
Winner
BKSE
+4.50%
3M
LODI
+1.04%
Winner
BKSE
+16.07%
6M
LODI
+2.30%
Winner
BKSE
+13.25%
1Y
LODI
+5.66%
Winner
BKSE
+33.97%
5Y(CAGR)
LODI
N/A
BKSE
+7.11%
Max(CAGR)
LODI
+5.41%
Winner
BKSE
+16.68%
LODI vs BKSE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LODI | BKSE |
|---|---|---|
| 2026 | +1.91% | +14.75% |
| 2025 | +6.22% | +13.13% |
| 2024 | +0.26% | +10.39% |
| 2023 | N/A | +22.93% |
| 2022 | N/A | -19.13% |
| 2021 | N/A | +18.29% |
| 2020 | N/A | +55.56% |
LODI vs BKSE Drawdown Comparison
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.
| Rank | LODI | BKSE |
|---|---|---|
| #1 | -1.01% Apr 4, 2025 - May 16, 2025 | -29.09% Nov 8, 2021 - Jul 16, 2024 |
| #2 | -0.75% Feb 27, 2026 - Apr 20, 2026 | -26.76% Nov 25, 2024 - Sep 11, 2025 |
| #3 | -0.73% Jul 14, 2025 - Aug 4, 2025 | -11.49% Jun 8, 2020 - Aug 10, 2020 |
| #4 | -0.61% Sep 22, 2025 - Sep 29, 2025 | -9.40% Feb 10, 2026 - Apr 16, 2026 |
| #5 | -0.59% Dec 1, 2025 - Jan 5, 2026 | -9.14% Apr 29, 2020 - May 26, 2020 |
| #6 | -0.57% Sep 29, 2025 - Nov 17, 2025 | -8.89% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -0.39% Aug 4, 2025 - Aug 27, 2025 | -8.80% Jun 8, 2021 - Nov 1, 2021 |
| #8 | -0.39% Sep 2, 2025 - Sep 19, 2025 | -8.24% Sep 2, 2020 - Oct 7, 2020 |
| #9 | -0.38% Dec 30, 2024 - Jan 16, 2025 | -7.61% Mar 15, 2021 - Apr 26, 2021 |
| #10 | -0.38% Jun 30, 2025 - Jul 14, 2025 | -7.16% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -0.34% Jun 2, 2025 - Jun 9, 2025 | -6.10% Apr 28, 2021 - Jun 8, 2021 |
| #12 | -0.33% Feb 10, 2026 - Feb 27, 2026 | -5.99% Oct 23, 2020 - Nov 5, 2020 |
| #13 | -0.32% Mar 4, 2025 - Apr 1, 2025 | -5.55% Feb 24, 2021 - Mar 11, 2021 |
| #14 | -0.30% Jun 9, 2025 - Jun 20, 2025 | -5.21% Apr 9, 2020 - Apr 28, 2020 |
| #15 | -0.30% Feb 4, 2025 - Feb 14, 2025 | -4.58% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between LODI and BKSE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
LODI vs BKSE dividend yield comparison.
| Year | LODI | BKSE |
|---|---|---|
| 2026 | 2.02% | 0.26% |
| 2025 | 5.11% | 1.26% |
| 2024 | 0.38% | 1.55% |
| 2023 | 0.00% | 1.38% |
| 2022 | 0.00% | 1.50% |
| 2021 | 0.00% | 1.17% |
| 2020 | 0.00% | 0.82% |
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