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BKMS vs MEAR

BNY Mellon Municipal Short Duration ETF vs iShares Short Maturity Municipal Bond Active ETF

BKMS

BNY Mellon Municipal Short Duration ETF

BNY Mellon

Annual cost

0.35%

Fund size

$438M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • MEAR costs 0.09% less per year.
  • MEAR is significantly larger than BKMS — larger funds tend to be more liquid and less likely to close.
  • BKMS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKMSMEAR
Annual cost (TER)0.35%0.26%
Fund size (AUM)$438M$1.3B
Since20002015
Dividend yield2.43%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+3.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A-0.02
Volatility 1Y0.86%
Max drawdown-0.87%-2.68%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BKMS and MEAR