BKIS vs EFA
BNY Mellon Sustainable International Equity ETF vs iShares MSCI EAFE ETF
Which is better, BKIS or EFA?
Nearly the same fund. EFA costs less.
EFA has a lower expense ratio. EFA led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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
| Metric | BKIS | EFA |
|---|---|---|
| Expense Ratio | 0.70% | 0.32%Best |
| AUM | $9M | $76.7B |
| Dividend Yield | 1.13% | 3.24% |
| Holdings | 42 | 682 |
| Volatility (annualized) | 20.1% | 17.8%Best |
| Max Drawdown | -34.0% | -28.7%Best |
| $10,000 over 2.9 years | $8,929 | $11,040Best |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 14, 2021 | Aug 14, 2001 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 712 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BKIS has data through Nov 1, 2024 and EFA through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 15, 2021 to Nov 1, 2024 (2.9 years).
Risk: Volatility and Drawdowns
BKIS has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 17.8% for EFA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.0% for BKIS and -28.7% for EFA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BKIS charges 0.70% per year while EFA charges 0.32%. On a $10,000 position that is $70 vs $32 annually, a gap of $38 per year that compounds over a long holding period. On income, BKIS currently yields 1.13% against 3.24% for EFA.
You are not choosing between two funds in isolation.
Whichever of BKIS and EFA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKIS or EFA?
BKIS has an expense ratio of 0.70% while EFA charges 0.32%. EFA is the cheaper option, by $38 a year on a $10,000 investment.
Which is riskier, BKIS or EFA?
BKIS has been the more volatile fund at 20.1% annualized versus 17.8% for EFA. Worst drawdown: BKIS -34.0% vs EFA -28.7%.
Should I hold both BKIS and EFA?
BKIS and EFA have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, BKIS or EFA?
BKIS yields 1.13% while EFA yields 3.24%, so EFA currently pays the higher dividend yield.
Is EFA better than BKIS?
EFA has a lower expense ratio. EFA led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.