PortfoliosLab logoPortfoliosLab logo
BKUI vs. BEDY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BKUI vs. BEDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Ultra Short Income ETF (BKUI) and BNY Mellon Enhanced Dividend Income ETF (BEDY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BKUI achieves a 1.42% return, which is significantly lower than BEDY's 10.40% return.


BKUI

1D
-0.01%
1M
0.33%
YTD
1.42%
6M
1.74%
1Y
4.32%
3Y*
5.21%
5Y*
10Y*

BEDY

1D
-0.33%
1M
2.93%
YTD
10.40%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKUI vs. BEDY - Yearly Performance Comparison


Correlation

The correlation between BKUI and BEDY is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 9, 2025

0.25

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BKUI vs. BEDY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKUI
BKUI Risk / Return Rank: 9999
Overall Rank
BKUI Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BKUI Sortino Ratio Rank: 100100
Sortino Ratio Rank
BKUI Omega Ratio Rank: 100100
Omega Ratio Rank
BKUI Calmar Ratio Rank: 9999
Calmar Ratio Rank
BKUI Martin Ratio Rank: 9999
Martin Ratio Rank

BEDY
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKUI vs. BEDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Ultra Short Income ETF (BKUI) and BNY Mellon Enhanced Dividend Income ETF (BEDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BKUIBEDYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

6.02

Calmar ratioReturn relative to maximum drawdown

32.56

Martin ratioReturn relative to average drawdown

230.94

BKUI vs. BEDY - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BKUIBEDYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

10.52

Sharpe Ratio (All Time)

Calculated using the full available price history

6.08

2.27

+3.81

Drawdowns

BKUI vs. BEDY - Drawdown Comparison

The maximum BKUI drawdown since its inception was -1.72%, smaller than the maximum BEDY drawdown of -6.25%. Use the drawdown chart below to compare losses from any high point for BKUI and BEDY.


Loading charts...

Drawdown Indicators


BKUIBEDYDifference

Max Drawdown

Largest peak-to-trough decline

-1.72%

-6.25%

+4.53%

Max Drawdown (1Y)

Largest decline over 1 year

-0.13%

Max Drawdown (3Y)

Largest decline over 3 years

-0.25%

Current Drawdown

Current decline from peak

-0.01%

-0.33%

+0.32%

Average Drawdown

Average peak-to-trough decline

-0.27%

-1.36%

+1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.02%

Volatility

BKUI vs. BEDY - Volatility Comparison


Loading charts...

Volatility by Period


BKUIBEDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

Volatility (6M)

Calculated over the trailing 6-month period

0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

0.41%

11.98%

-11.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.59%

11.98%

-11.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.59%

11.98%

-11.39%

BKUI vs. BEDY - Expense Ratio Comparison

BKUI has a 0.12% expense ratio, which is lower than BEDY's 0.50% expense ratio.


Dividends

BKUI vs. BEDY - Dividend Comparison

BKUI's dividend yield for the trailing twelve months is around 4.21%, more than BEDY's 3.35% yield.


PositionTTM20252024202320222021
BEDY
BNY Mellon Enhanced Dividend Income ETF
3.35%0.09%0.00%0.00%0.00%0.00%
BKUI
BNY Mellon Ultra Short Income ETF
4.21%4.48%5.11%4.29%1.82%0.22%

Frequently Asked Questions


BKUI and BEDY have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BKUI is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BKUI is cheaper with a 0.12% expense ratio, compared with 0.50% for BEDY.

BKUI has the higher dividend yield at 4.21%, compared with 3.35% for BEDY.

BKUI is categorized as Ultrashort Bond, while BEDY is Large Cap Value Equities. Their fees differ too: 0.12% for BKUI and 0.50% for BEDY.

Portfolio Optimizer

Find the right allocation for BKUI and BEDY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer