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XFIV vs BKMS

Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).

XFIV vs BKMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XFIV
$437M
Winner
BKMS
$438M
Expense Ratio
Winner
XFIV
0.05%
BKMS
0.35%
Max Drawdown
XFIV
7.83%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
XFIV
-0.26
BKMS
-1.83
5Y Beta
Winner
XFIV
-0.02
BKMS
0.02

XFIV vs BKMS - Historical Returns

Returns include dividend reinvestment.

1M
XFIV
-0.51%
Winner
BKMS
+0.26%
3M
XFIV
-1.53%
Winner
BKMS
+0.04%
6M
XFIV
-0.60%
BKMS
N/A
1Y
XFIV
+2.95%
BKMS
N/A
Max(CAGR)
Winner
XFIV
+3.18%
BKMS
+1.37%

XFIV vs BKMS - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearXFIVBKMS
2026-0.74%+0.54%
2025+7.47%N/A
2024+1.82%N/A
2023+4.07%N/A
2022-0.57%N/A

XFIV vs BKMS Drawdown Comparison

The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.

The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current XFIV drawdown is -2.44%. The current BKMS drawdown is -0.17%.

RankXFIVBKMS
#1-6.38%
May 4, 2023 - Dec 27, 2023
-0.87%
Feb 27, 2026 - Mar 26, 2026
#2-4.47%
Sep 16, 2024 - Apr 3, 2025
-0.18%
Jan 23, 2026 - Jan 30, 2026
#3-3.89%
Jan 18, 2023 - Mar 17, 2023
-0.08%
Jan 16, 2026 - Jan 23, 2026
#4-3.71%
Sep 16, 2022 - Dec 1, 2022
-0.08%
Feb 17, 2026 - Feb 23, 2026
#5-3.50%
Feb 1, 2024 - Jul 11, 2024
-0.06%
Feb 9, 2026 - Feb 12, 2026
#6-2.90%
Feb 27, 2026 - May 19, 2026
-0.02%
Feb 5, 2026 - Feb 9, 2026
#7-2.11%
Apr 4, 2025 - Apr 30, 2025
N/A
#8-1.99%
Apr 30, 2025 - Jun 25, 2025
N/A
#9-1.73%
Dec 15, 2022 - Jan 9, 2023
N/A
#10-1.57%
Apr 6, 2023 - May 3, 2023
N/A
#11-1.22%
Mar 23, 2023 - Apr 4, 2023
N/A
#12-1.19%
Mar 17, 2023 - Mar 23, 2023
N/A
#13-1.19%
Dec 27, 2023 - Feb 1, 2024
N/A
#14-1.07%
Jun 30, 2025 - Aug 1, 2025
N/A
#15-1.00%
Aug 5, 2024 - Aug 21, 2024
N/A

Correlation

Correlation between XFIV and BKMS is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2022 - 2026)

XFIV vs BKMS dividend yield comparison.

YearXFIVBKMS
20261.63%1.11%
20254.05%0.00%
20243.92%0.00%
20233.63%0.00%
20221.06%0.00%

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