BKMI vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricBKMIVTIWinner
Expense Ratio0.35%0.03%
AUM$1.7B$663.5B
Dividend Yield0.97%1.07%
Holdings5413,543
YTD Return-0.24%+14.96%
1Y Return-+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)-15.4%
Max Drawdown-3.0%-56.6%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionJan 12, 2026May 24, 2001

BKMI vs VTI Performance

BNY Mellon Municipal Intermediate ETF (BKMI) is a ETF from BNY Mellon Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BKMI is down 0.24% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for BKMI and -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

BKMI and VTI share 0 holdings out of 2910 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 VTI?

BKMI has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between BKMI and VTI?

BKMI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2910 unique securities.

Which pays a higher dividend, BKMI or VTI?

BKMI yields 0.97% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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