MTBA vs BKMI
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).
MTBA vs BKMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.70B
BKMI
$1.70B
Expense Ratio
Winner
MTBA
0.15%
BKMI
0.35%
Max Drawdown
MTBA
5.64%
Winner
BKMI
3.15%
Sharpe Ratio
Winner
MTBA
0.52
BKMI
-1.32
5Y Beta
Winner
MTBA
0.04
BKMI
0.07
MTBA vs BKMI - Historical Returns
Returns include dividend reinvestment.
1M
MTBA
+0.08%
Winner
BKMI
+0.26%
3M
Winner
MTBA
-0.36%
BKMI
-0.73%
6M
MTBA
+1.21%
BKMI
N/A
1Y
MTBA
+5.79%
BKMI
N/A
Max(CAGR)
Winner
MTBA
+5.42%
BKMI
-0.08%
MTBA vs BKMI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | BKMI |
|---|---|---|
| 2026 | +0.19% | -0.03% |
| 2025 | +7.65% | N/A |
| 2024 | +2.47% | N/A |
| 2023 | +3.64% | N/A |
MTBA vs BKMI Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current MTBA drawdown is -1.18%. The current BKMI drawdown is -1.51%.
| Rank | MTBA | BKMI |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -2.99% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -2.69% Feb 27, 2026 - Mar 26, 2026 | -0.24% Jan 27, 2026 - Jan 29, 2026 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -0.23% Jan 16, 2026 - Jan 27, 2026 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -0.12% Feb 17, 2026 - Feb 19, 2026 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -0.04% Jan 12, 2026 - Jan 16, 2026 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -0.04% Feb 6, 2026 - Feb 10, 2026 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -0.02% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -0.02% Feb 25, 2026 - Feb 27, 2026 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | N/A |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | N/A |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | N/A |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | N/A |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | N/A |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | N/A |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | N/A |
Correlation
Correlation between MTBA and BKMI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
MTBA vs BKMI dividend yield comparison.
| Year | MTBA | BKMI |
|---|---|---|
| 2026 | 1.98% | 0.72% |
| 2025 | 5.98% | 0.00% |
| 2024 | 6.03% | 0.00% |
| 2023 | 0.48% | 0.00% |
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