NUMV vs BKMS
Comparison between NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).
NUMV vs BKMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUMV
$437M
BKMS
$436M
Expense Ratio
Winner
NUMV
0.31%
BKMS
0.35%
Max Drawdown
NUMV
44.05%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
NUMV
1.35
BKMS
-1.89
5Y Beta
NUMV
0.72
Winner
BKMS
0.02
P/E Ratio
NUMV
23.84
BKMS
N/A
Forward P/E
NUMV
16.99
BKMS
N/A
PEG Ratio
NUMV
0.82
BKMS
N/A
5Y Dividends CAGR
NUMV
1.50%
BKMS
N/A
5Y EPS CAGR
NUMV
11.12%
BKMS
N/A
Debt to Equity
NUMV
-86.66%
BKMS
N/A
P/S Ratio
NUMV
1.38
BKMS
N/A
P/B Ratio
NUMV
2.72
BKMS
N/A
NUMV vs BKMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUMV
+2.63%
BKMS
+0.12%
3M
Winner
NUMV
+6.39%
BKMS
+0.39%
6M
Winner
NUMV
+7.52%
BKMS
+0.69%
1Y
NUMV
+22.51%
BKMS
N/A
5Y(CAGR)
NUMV
+7.61%
BKMS
N/A
10Y(CAGR)
NUMV
+8.93%
BKMS
N/A
Max(CAGR)
Winner
NUMV
+8.93%
BKMS
+1.42%
NUMV vs BKMS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUMV | BKMS |
|---|---|---|
| 2026 | +10.85% | +0.73% |
| 2025 | +14.54% | N/A |
| 2024 | +12.48% | N/A |
| 2023 | +8.51% | N/A |
| 2022 | -14.99% | N/A |
| 2021 | +33.46% | N/A |
| 2020 | +1.04% | N/A |
| 2019 | +29.86% | N/A |
| 2018 | -12.01% | N/A |
| 2017 | +13.87% | N/A |
| 2016 | -0.84% | N/A |
NUMV vs BKMS Drawdown Comparison
The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The current NUMV drawdown is -1.64%. The current BKMS drawdown is -0.20%.
| Rank | NUMV | BKMS |
|---|---|---|
| #1 | -43.46% Jan 17, 2020 - Jan 6, 2021 | -0.87% Feb 27, 2026 - Jun 15, 2026 |
| #2 | -25.62% Jan 4, 2022 - Jul 16, 2024 | -0.25% Jun 29, 2026 - Jul 20, 2026 |
| #3 | -20.08% Jan 29, 2018 - Jun 20, 2019 | -0.18% Jan 23, 2026 - Jan 30, 2026 |
| #4 | -19.48% Nov 29, 2024 - Aug 13, 2025 | -0.13% Jun 15, 2026 - Jun 24, 2026 |
| #5 | -8.71% Feb 27, 2026 - May 5, 2026 | -0.08% Jan 16, 2026 - Jan 23, 2026 |
| #6 | -7.49% Jul 24, 2019 - Sep 11, 2019 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #7 | -7.35% Nov 16, 2021 - Jan 4, 2022 | -0.06% Feb 9, 2026 - Feb 12, 2026 |
| #8 | -6.77% May 7, 2021 - Aug 11, 2021 | -0.06% Jun 24, 2026 - Jun 26, 2026 |
| #9 | -5.34% Jul 31, 2024 - Aug 21, 2024 | -0.02% Feb 5, 2026 - Feb 9, 2026 |
| #10 | -4.77% Jan 20, 2021 - Feb 5, 2021 | N/A |
| #11 | -4.76% Sep 2, 2021 - Oct 14, 2021 | N/A |
| #12 | -4.71% Feb 21, 2017 - Jun 13, 2017 | N/A |
| #13 | -4.25% Nov 12, 2025 - Nov 26, 2025 | N/A |
| #14 | -4.19% Sep 12, 2019 - Oct 21, 2019 | N/A |
| #15 | -4.01% Aug 8, 2017 - Oct 2, 2017 | N/A |
Correlation
Correlation between NUMV and BKMS is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2017 - 2026)
NUMV vs BKMS dividend yield comparison.
| Year | NUMV | BKMS |
|---|---|---|
| 2026 | 0.00% | 1.36% |
| 2025 | 1.53% | 0.00% |
| 2024 | 1.81% | 0.00% |
| 2023 | 2.20% | 0.00% |
| 2022 | 5.78% | 0.00% |
| 2021 | 6.62% | 0.00% |
| 2020 | 1.38% | 0.00% |
| 2019 | 2.40% | 0.00% |
| 2018 | 4.01% | 0.00% |
| 2017 | 0.83% | 0.00% |
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