BKIS vs FENI

BKIS vs FENI

Which is better, BKIS or FENI?

FENI has been ahead.

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

Lower Fees: FENIHigher Returns (1Y): FENI

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

MetricBKISFENI
Expense Ratio0.70%0.28%Best
AUM$9M$11.5B
Dividend Yield1.13%3.05%
Holdings42883
Volatility (annualized)-11.9%
Fund FamilyBNY Mellon Investment ManagementFidelity Investments (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 14, 2021Nov 20, 2023

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (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 FENI through Oct 14, 2026.

Compare BKIS against instead:BKIS vs SPYBKIS vs QQQBKIS vs VOOBKIS vs VTIFENI against:FENI vs VXUS

Fees and Cost Over Time

BKIS charges 0.70% per year while FENI charges 0.28%. On a $10,000 position that is $70 vs $28 annually, a gap of $42 per year that compounds over a long holding period. On income, BKIS currently yields 1.13% against 3.05% for FENI.

You are not choosing between two funds in isolation.

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

BKISFENI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKIS or FENI?

BKIS has an expense ratio of 0.70% while FENI charges 0.28%. FENI is the cheaper option, by $42 a year on a $10,000 investment.

Which pays a higher dividend, BKIS or FENI?

BKIS yields 1.13% while FENI yields 3.05%, so FENI currently pays the higher dividend yield.

Is FENI better than BKIS?

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