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BKUI vs SHV

BNY Mellon Ultra Short Income ETF vs iShares 0–1 Year Treasury Bond ETF

BKUI

BNY Mellon Ultra Short Income ETF

BNY Mellon

Annual cost

0.12%

Fund size

$550M

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

Key differences

  • SHV is significantly larger than BKUI — larger funds tend to be more liquid and less likely to close.
  • SHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKUISHV
Annual cost (TER)0.12%0.15%
Fund size (AUM)$550M$20.6B
Since20212007
Dividend yield4.32%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.3%+4.0%
CAGR 3Y+5.2%+4.7%
CAGR 5YN/A+3.3%
Sharpe 3Y3.184.33
Volatility 1Y0.41%0.21%
Max drawdown-1.72%-0.45%

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

Similar to BKUI and SHV