BKIS vs EFAA

BKIS vs EFAA

Which is better, BKIS or EFAA?

EFAA has been ahead.

EFAA has a lower expense ratio. EFAA led over 1Y.

Lower Fees: EFAAHigher Returns (1Y): EFAA

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

MetricBKISEFAA
Expense Ratio0.70%0.39%Best
AUM$9M$677M
Dividend Yield1.13%8.42%
Holdings42708
Fund FamilyBNY Mellon Investment ManagementInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 14, 2021Jul 17, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, 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 EFAA through Oct 14, 2026.

Compare BKIS against instead:BKIS vs SPYBKIS vs QQQBKIS vs VOOBKIS vs VTIEFAA against:EFAA vs VXUS

Fees and Cost Over Time

BKIS charges 0.70% per year while EFAA charges 0.39%. On a $10,000 position that is $70 vs $39 annually, a gap of $31 per year that compounds over a long holding period. On income, BKIS currently yields 1.13% against 8.42% for EFAA.

You are not choosing between two funds in isolation.

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

BKISEFAA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKIS or EFAA?

BKIS has an expense ratio of 0.70% while EFAA charges 0.39%. EFAA is the cheaper option, by $31 a year on a $10,000 investment.

Which pays a higher dividend, BKIS or EFAA?

BKIS yields 1.13% while EFAA yields 8.42%, so EFAA currently pays the higher dividend yield.

Is EFAA better than BKIS?

EFAA has a lower expense ratio. EFAA led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.