BKMS 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

MetricBKMSVTIWinner
Expense Ratio0.35%0.03%
AUM$430M$663.5B
Dividend Yield1.10%1.07%
Holdings2423,543
YTD Return+0.64%+13.87%
1Y Return-+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-0.9%-56.6%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionJan 12, 2026May 24, 2001

BKMS vs VTI Performance

BNY Mellon Municipal Short Duration ETF (BKMS) is a ETF from BNY Mellon Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BKMS is up 0.64% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.9% for BKMS 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

BKMS 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, BKMS currently yields 1.10% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BKMS and VTI share 0 holdings out of 2845 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 VTI?

BKMS 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 BKMS and VTI?

BKMS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2845 unique securities.

Which pays a higher dividend, BKMS or VTI?

BKMS yields 1.10% while VTI yields 1.07%, so BKMS currently pays the higher dividend yield.

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