XES vs BKUI

Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF) and BNY MELLON ULTRA SHORT INCOME ETF (BKUI, ETF).

5-Year PerformanceXES has outperformed BKUI, delivering a return of +14.7% compared to +3.5%

XES vs BKUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XES(ETF)	BKUI(ETF)
Net Assets	$574M	$573M
Expense Ratio	0.35%	0.12%
Max Drawdown	96.13%	2.82%
Sharpe Ratio	2.03	1.09
5Y Beta	1.24	-0.00
P/E Ratio	2.18	N/A
Forward P/E	17.35	N/A
5Y Dividends CAGR	5.54%	N/A
Debt to Equity	57.80%	N/A
P/S Ratio	1.55	N/A
P/B Ratio	2.07	N/A

Net Assets

Winner

XES

$574M

BKUI

$573M

Expense Ratio

XES

0.35%

Winner

BKUI

0.12%

Max Drawdown

XES

96.13%

Winner

BKUI

2.82%

Sharpe Ratio

Winner

XES

2.03

BKUI

1.09

5Y Beta

XES

1.24

Winner

BKUI

-0.00

P/E Ratio

XES

2.18

BKUI

N/A

Forward P/E

XES

17.35

BKUI

N/A

5Y Dividends CAGR

XES

5.54%

BKUI

N/A

Debt to Equity

XES

57.80%

BKUI

N/A

P/S Ratio

XES

1.55

BKUI

N/A

P/B Ratio

XES

2.07

BKUI

N/A

XES vs BKUI - Historical Returns

Returns include dividend reinvestment.

Period	XES	BKUI
1 month	-3.06%	+0.29%
3 months	+12.98%	+0.91%
6 months	+47.19%	+1.71%
1 year	+85.14%	+4.18%
5 years(CAGR)	+14.67%	+3.55%
10 years(CAGR)	-3.01%	N/A
Max(CAGR)	-3.05%	+3.55%

XES

-3.06%

Winner

BKUI

+0.29%

Winner

XES

+12.98%

BKUI

+0.91%

Winner

XES

+47.19%

BKUI

+1.71%

Winner

XES

+85.14%

BKUI

+4.18%

5Y(CAGR)

Winner

XES

+14.67%

BKUI

+3.55%

10Y(CAGR)

XES

-3.01%

BKUI

N/A

Max(CAGR)

XES

-3.05%

Winner

BKUI

+3.55%

XES vs BKUI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	XES	BKUI
2026	+45.96%	+1.44%
2025	+3.14%	+4.93%
2024	-4.25%	+5.48%
2023	+13.12%	+5.75%
2022	+51.13%	-0.09%
2021	+10.31%	-0.26%
2020	-43.49%	N/A
2019	-11.19%	N/A
2018	-47.99%	N/A
2017	-23.97%	N/A
2016	+26.40%	N/A
2015	-37.08%	N/A
2014	-33.64%	N/A
2013	+23.60%	N/A
2012	-3.16%	N/A
2011	-5.35%	N/A
2010	+25.70%	N/A
2009	+57.07%	N/A
2008	-58.54%	N/A
2007	+45.43%	N/A
2006	+4.12%	N/A

XES vs BKUI Drawdown Comparison

The maximum drawdown for XES was -95.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for BKUI was -1.72%, occurring on Jun 14, 2022. Recovery took 347 trading sessions.

The current XES drawdown is -70.76%. The current BKUI drawdown is -0.01%.

Rank	XES	BKUI
#1	-95.65% Jun 23, 2008 - Mar 18, 2020	-1.72% Aug 31, 2021 - Jan 18, 2023
#2	-20.51% Jul 3, 2006 - Dec 14, 2006	-0.35% Mar 13, 2023 - Apr 4, 2023
#3	-17.98% Jan 3, 2008 - Apr 14, 2008	-0.25% Apr 4, 2025 - Apr 21, 2025
#4	-15.62% Dec 14, 2006 - Mar 26, 2007	-0.13% Feb 26, 2026 - Mar 23, 2026
#5	-13.81% Jul 23, 2007 - Sep 19, 2007	-0.09% May 15, 2023 - May 30, 2023
#6	-12.31% Oct 15, 2007 - Jan 3, 2008	-0.09% Apr 9, 2024 - Apr 19, 2024
#7	-6.47% Apr 21, 2008 - May 8, 2008	-0.09% Mar 23, 2026 - Mar 30, 2026
#8	-4.97% May 20, 2008 - Jun 9, 2008	-0.08% Feb 2, 2023 - Feb 17, 2023
#9	-4.70% Jun 4, 2007 - Jun 14, 2007	-0.08% Feb 1, 2024 - Feb 12, 2024
#10	-3.68% Jun 9, 2008 - Jun 17, 2008	-0.08% Oct 2, 2024 - Oct 11, 2024
#11	-3.66% Apr 16, 2007 - Apr 25, 2007	-0.07% Oct 16, 2023 - Oct 20, 2023
#12	-3.59% May 21, 2007 - Jun 4, 2007	-0.07% Apr 25, 2023 - May 2, 2023
#13	-3.51% Jun 22, 2007 - Jul 6, 2007	-0.06% Apr 30, 2025 - May 6, 2025
#14	-3.28% Sep 21, 2007 - Oct 10, 2007	-0.06% Mar 6, 2023 - Mar 9, 2023
#15	-2.65% Jul 12, 2007 - Jul 19, 2007	-0.06% Jun 26, 2023 - Jul 3, 2023

Correlation

Correlation between XES and BKUI is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2006 - 2026)

XES vs BKUI dividend yield comparison.

Year	XES	BKUI
2026	0.26%	1.58%
2025	1.69%	4.48%
2024	1.32%	5.11%
2023	0.66%	4.29%
2022	0.36%	1.82%
2021	1.81%	0.22%
2020	1.33%	0.00%
2019	1.43%	0.00%
2018	1.14%	0.00%
2017	1.68%	0.00%
2016	0.64%	0.00%
2015	2.47%	0.00%
2014	1.59%	0.00%
2013	0.63%	0.00%
2012	0.73%	0.00%
2011	0.29%	0.00%
2010	0.86%	0.00%
2009	0.62%	0.00%
2008	1.05%	0.00%
2007	0.47%	0.00%
2006	0.05%	0.00%