BKIE vs VOO

BKIE vs VOO

Which is better, BKIE or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBKIEVOO
Expense Ratio0.04%0.03%Best
AUM$1.3B$1.0T
Dividend Yield4.91%1.06%
Holdings1,001506
YTD Return+8.37%+13.57%Best
1Y Return+14.88%+17.55%Best
3Y Return (annualized)+18.61%+22.46%Best
5Y Return (annualized)+9.35%+13.28%Best
Volatility (annualized)15.2%Tie15.2%Tie
Max Drawdown-28.2%-24.5%Best
$10,000 over 5 years$15,635$18,654Best
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 22, 2020Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 24, 2020 to Oct 14, 2026 (6.5 years).

BKIE vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.5 years both funds cover.

BKIE vs VOO Performance

BNY Mellon International Equity ETF (BKIE) is an ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BKIE returned +14.88% while VOO returned +17.55%. Year to date, BKIE is up 8.37% versus a gain of 13.57% for VOO.

Over three years, BKIE compounded at +18.61% per year against +22.46% for VOO; over five years the annualized figures are +9.35% and +13.28% respectively. Across the full 7-year window we track, VOO has the edge at +18.17% annualized vs +13.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKIE and VOO have been equally volatile, both at 15.2% annualized.

The deepest peak-to-trough decline in our data was -28.2% for BKIE and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKIE charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BKIE currently yields 4.91% against 1.06% for VOO.

Holdings Overlap

We hold position weights for 2 holdings in BKIE and 504 in VOO, totalling 0.0% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in BKIE and 504 in VOO, against full books of 1,001 and 506.

You are not choosing between two funds in isolation.

Whichever of BKIE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BKIEVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKIE or VOO?

BKIE has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BKIE or VOO?

Over the past year BKIE returned +14.88% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BKIE annualized +13.85% vs +18.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKIE or VOO?

BKIE and VOO have been equally volatile, both at 15.2% annualized. Worst drawdown: BKIE -28.2% vs VOO -24.5%.

Should I hold both BKIE and VOO?

BKIE and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BKIE or VOO?

BKIE yields 4.91% while VOO yields 1.06%, so BKIE currently pays the higher dividend yield.

Is VOO better than BKIE?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.