UTES vs BKMI
Comparison between VIRTUS REAVES UTILITIES ETF (UTES, ETF) and BNY Mellon Municipal Intermediate ETF (BKMI, ETF).
UTES vs BKMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTES
$1.60B
Winner
BKMI
$1.70B
Expense Ratio
UTES
0.49%
Winner
BKMI
0.35%
Max Drawdown
UTES
35.71%
Winner
BKMI
3.15%
Sharpe Ratio
Winner
UTES
0.38
BKMI
-1.02
5Y Beta
UTES
0.72
Winner
BKMI
0.09
P/E Ratio
UTES
27.49
BKMI
N/A
Forward P/E
UTES
19.00
BKMI
N/A
PEG Ratio
UTES
1.11
BKMI
N/A
5Y Dividends CAGR
UTES
11.35%
BKMI
N/A
5Y EPS CAGR
UTES
8.87%
BKMI
N/A
Debt to Equity
UTES
218.77%
BKMI
N/A
P/S Ratio
UTES
3.06
BKMI
N/A
P/B Ratio
UTES
3.09
BKMI
N/A
UTES vs BKMI - Historical Returns
Returns include dividend reinvestment.
1M
UTES
-6.45%
Winner
BKMI
+0.49%
3M
UTES
-4.93%
Winner
BKMI
-0.24%
6M
UTES
-0.32%
BKMI
N/A
1Y
UTES
+10.58%
BKMI
N/A
5Y(CAGR)
UTES
+15.68%
BKMI
N/A
10Y(CAGR)
UTES
+12.50%
BKMI
N/A
Max(CAGR)
Winner
UTES
+13.80%
BKMI
+0.70%
UTES vs BKMI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UTES | BKMI |
|---|---|---|
| 2026 | -1.78% | +0.27% |
| 2025 | +22.66% | N/A |
| 2024 | +43.95% | N/A |
| 2023 | -1.97% | N/A |
| 2022 | +1.90% | N/A |
| 2021 | +23.82% | N/A |
| 2020 | +1.59% | N/A |
| 2019 | +27.65% | N/A |
| 2018 | +6.28% | N/A |
| 2017 | +14.80% | N/A |
| 2016 | +16.95% | N/A |
| 2015 | +5.54% | N/A |
UTES vs BKMI Drawdown Comparison
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The maximum drawdown for BKMI was -2.99%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current UTES drawdown is -9.11%. The current BKMI drawdown is -1.21%.
| Rank | UTES | BKMI |
|---|---|---|
| #1 | -35.37% Feb 18, 2020 - Apr 20, 2021 | -2.99% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -20.39% Sep 12, 2022 - Apr 25, 2024 | -0.24% Jan 27, 2026 - Jan 29, 2026 |
| #3 | -17.62% Jan 24, 2025 - May 19, 2025 | -0.23% Jan 16, 2026 - Jan 27, 2026 |
| #4 | -15.99% Apr 8, 2022 - Aug 12, 2022 | -0.12% Feb 17, 2026 - Feb 19, 2026 |
| #5 | -13.88% Oct 15, 2025 - Feb 4, 2026 | -0.04% Jan 12, 2026 - Jan 16, 2026 |
| #6 | -13.20% Nov 27, 2017 - Jul 6, 2018 | -0.04% Feb 6, 2026 - Feb 10, 2026 |
| #7 | -12.43% Jul 6, 2016 - Mar 24, 2017 | -0.02% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -10.42% Nov 26, 2024 - Jan 16, 2025 | -0.02% Feb 25, 2026 - Feb 27, 2026 |
| #9 | -9.80% Dec 31, 2021 - Mar 24, 2022 | N/A |
| #10 | -8.97% Dec 13, 2018 - Feb 21, 2019 | N/A |
| #11 | -8.59% Sep 2, 2021 - Dec 6, 2021 | N/A |
| #12 | -7.78% Oct 4, 2024 - Nov 18, 2024 | N/A |
| #13 | -6.74% Aug 4, 2025 - Oct 1, 2025 | N/A |
| #14 | -6.63% Sep 30, 2019 - Jan 15, 2020 | N/A |
| #15 | -6.45% May 31, 2024 - Aug 15, 2024 | N/A |
Correlation
Correlation between UTES and BKMI is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (2015 - 2026)
UTES vs BKMI dividend yield comparison.
| Year | UTES | BKMI |
|---|---|---|
| 2026 | 0.41% | 0.98% |
| 2025 | 1.42% | 0.00% |
| 2024 | 1.51% | 0.00% |
| 2023 | 2.44% | 0.00% |
| 2022 | 2.13% | 0.00% |
| 2021 | 1.94% | 0.00% |
| 2020 | 2.09% | 0.00% |
| 2019 | 1.84% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 3.44% | 0.00% |
| 2016 | 3.53% | 0.00% |
| 2015 | 0.61% | 0.00% |
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