SBI vs BKCG

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and BNY MELLON CONCENTRATED GROWTH ETF (BKCG, ETF).

SBI vs BKCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	BKCG(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.50%
Max Drawdown	43.86%	12.12%
Sharpe Ratio	1.01	0.63
5Y Beta	0.15	0.96
P/E Ratio	N/A	30.33
Forward P/E	N/A	24.97
PEG Ratio	N/A	0.59
5Y Dividends CAGR	14.13%	N/A
5Y EPS CAGR	N/A	32.54%
P/S Ratio	N/A	4.84
P/B Ratio	N/A	9.65

Net Assets

Winner

SBI

$119M

BKCG

$119M

Expense Ratio

SBI

N/A

BKCG

0.50%

Max Drawdown

SBI

43.86%

Winner

BKCG

12.12%

Sharpe Ratio

Winner

SBI

1.01

BKCG

0.63

5Y Beta

Winner

SBI

0.15

BKCG

0.96

P/E Ratio

SBI

N/A

BKCG

30.33

Forward P/E

SBI

N/A

BKCG

24.97

PEG Ratio

SBI

N/A

BKCG

0.59

5Y Dividends CAGR

SBI

14.13%

BKCG

N/A

5Y EPS CAGR

SBI

N/A

BKCG

32.54%

P/S Ratio

SBI

N/A

BKCG

4.84

P/B Ratio

SBI

N/A

BKCG

9.65

SBI vs BKCG - Historical Returns

Returns include dividend reinvestment.

Period	SBI	BKCG
1 month	+1.20%	-0.21%
3 months	-0.67%	+4.51%
6 months	+1.98%	+3.10%
1 year	+10.30%	+11.89%
5 years(CAGR)	+0.55%	N/A
10 years(CAGR)	+1.36%	N/A
Max(CAGR)	+4.41%	+18.06%

Winner

SBI

+1.20%

BKCG

-0.21%

SBI

-0.67%

Winner

BKCG

+4.51%

SBI

+1.98%

Winner

BKCG

+3.10%

SBI

+10.30%

Winner

BKCG

+11.89%

5Y(CAGR)

SBI

+0.55%

BKCG

N/A

10Y(CAGR)

SBI

+1.36%

BKCG

N/A

Max(CAGR)

SBI

+4.41%

Winner

BKCG

+18.06%

SBI vs BKCG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	BKCG
2026	+3.01%	+2.58%
2025	+4.71%	+18.56%
2024	+6.01%	N/A
2023	+4.41%	N/A
2022	-18.11%	N/A
2021	+8.51%	N/A
2020	+4.27%	N/A
2019	+11.05%	N/A
2018	-7.08%	N/A
2017	+1.98%	N/A
2016	-2.28%	N/A
2015	+11.06%	N/A
2014	+11.62%	N/A
2013	-13.11%	N/A
2012	+13.15%	N/A
2011	+10.53%	N/A
2010	+9.39%	N/A
2009	+25.05%	N/A
2008	-10.17%	N/A
2007	+0.97%	N/A
2006	+9.01%	N/A
2005	-3.44%	N/A
2004	-2.07%	N/A
2003	+14.58%	N/A
2002	+5.71%	N/A
2001	+13.21%	N/A
2000	+9.55%	N/A
1999	-7.92%	N/A

SBI vs BKCG Drawdown Comparison

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The maximum drawdown for BKCG was -12.12%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.

The current SBI drawdown is -1.63%. The current BKCG drawdown is -3.43%.

Rank	SBI	BKCG
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-12.12% Jan 28, 2026 - May 6, 2026
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-11.59% Apr 2, 2025 - May 2, 2025
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-4.83% Oct 28, 2025 - Dec 23, 2025
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-3.64% Jan 12, 2026 - Jan 28, 2026
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-3.43% May 14, 2026 - Jun 5, 2026
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-3.08% Oct 6, 2025 - Oct 24, 2025
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-2.43% Jul 25, 2025 - Sep 11, 2025
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-2.39% Jun 10, 2025 - Jun 26, 2025
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-1.98% May 19, 2025 - May 27, 2025
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-1.73% Sep 22, 2025 - Oct 2, 2025
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-1.12% May 2, 2025 - May 8, 2025
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-1.09% Jul 3, 2025 - Jul 24, 2025
#13	-7.48% Sep 20, 2002 - May 1, 2003	-0.91% Dec 26, 2025 - Jan 5, 2026
#14	-7.17% Nov 5, 2001 - May 23, 2002	-0.49% Jun 30, 2025 - Jul 3, 2025
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-0.35% May 6, 2026 - May 13, 2026

Correlation

Correlation between SBI and BKCG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

SBI vs BKCG dividend yield comparison.

Year	SBI	BKCG
2026	2.72%	0.36%
2025	6.56%	0.45%
2024	6.23%	0.00%
2023	3.76%	0.00%
2022	3.72%	0.00%
2021	2.93%	0.00%
2020	3.07%	0.00%
2019	3.59%	0.00%
2018	4.32%	0.00%
2017	4.58%	0.00%
2016	5.01%	0.00%
2015	4.70%	0.00%
2014	4.92%	0.00%
2013	5.30%	0.00%
2012	4.54%	0.00%
2011	4.90%	0.00%
2010	5.03%	0.00%
2009	4.69%	0.00%
2008	5.42%	0.00%
2007	4.83%	0.00%
2006	4.87%	0.00%
2005	6.45%	0.00%
2004	6.54%	0.00%
2003	6.01%	0.00%
2002	6.04%	0.00%
2001	5.66%	0.00%
2000	6.16%	0.00%
1999	1.05%	0.00%