BKMS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricBKMSVOOWinner
Expense Ratio0.35%0.03%
AUM$430M$979.0B
Dividend Yield1.10%1.09%
Holdings242509
YTD Return+0.56%+13.79%
1Y Return-+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)-14.1%
Max Drawdown-0.9%-34.3%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionJan 12, 2026Sep 7, 2010

BKMS vs VOO Performance

BNY Mellon Municipal Short Duration ETF (BKMS) is a ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BKMS is up 0.56% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.9% for BKMS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKMS charges 0.35% per year while VOO 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, BKMS currently yields 1.10% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BKMS and VOO share 0 holdings out of 567 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, BKMS or VOO?

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

What is the holdings overlap between BKMS and VOO?

BKMS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 567 unique securities.

Which pays a higher dividend, BKMS or VOO?

BKMS yields 1.10% while VOO yields 1.09%, so BKMS currently pays the higher dividend yield.

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