BKMI vs IVV
BNY Mellon Municipal Intermediate ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BKMI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $1.7B | $865.2B | |
| Dividend Yield | 0.97% | 1.09% | |
| Holdings | 541 | 508 | |
| YTD Return | -0.43% | +13.72% | |
| 1Y Return | - | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -3.0% | -56.5% | |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) | |
| Category | Tax Preferred | Equity | |
| Inception | Jan 12, 2026 | May 15, 2000 |
BKMI vs IVV Performance
BNY Mellon Municipal Intermediate ETF (BKMI) is a ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BKMI is down 0.43% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.0% for BKMI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BKMI charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, BKMI currently yields 0.97% against 1.09% for IVV.
Holdings Overlap
BKMI and IVV share 0 holdings out of 632 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKMI or IVV?
BKMI has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
What is the holdings overlap between BKMI and IVV?
BKMI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 632 unique securities.
Which pays a higher dividend, BKMI or IVV?
BKMI yields 0.97% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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