BKIS vs IDYN

BKIS vs IDYN

Which is better, BKIS or IDYN?

IDYN has been ahead.

IDYN has a lower expense ratio. IDYN led over 1Y and the full window.

Lower Fees: IDYNHigher Returns: IDYN

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

MetricBKISIDYN
Expense Ratio0.70%0.45%Best
AUM$9M$114M
Dividend Yield1.13%1.83%
Holdings42218
Volatility (annualized)20.1%13.8%Best
Max Drawdown-34.0%-12.7%Best
Fund FamilyBNY Mellon Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 14, 2021Aug 5, 2025

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

Compare BKIS against instead:BKIS vs SPYBKIS vs QQQBKIS vs VOOBKIS vs VTIIDYN against:IDYN vs VXUS

Risk: Volatility and Drawdowns

BKIS has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 13.8% for IDYN. 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 -12.7% for IDYN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

BKIS charges 0.70% per year while IDYN charges 0.45%. On a $10,000 position that is $70 vs $45 annually, a gap of $25 per year that compounds over a long holding period. On income, BKIS currently yields 1.13% against 1.83% for IDYN.

You are not choosing between two funds in isolation.

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

BKISIDYN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKIS or IDYN?

BKIS has an expense ratio of 0.70% while IDYN charges 0.45%. IDYN is the cheaper option, by $25 a year on a $10,000 investment.

Which is riskier, BKIS or IDYN?

BKIS has been the more volatile fund at 20.1% annualized versus 13.8% for IDYN. Worst drawdown: BKIS -34.0% vs IDYN -12.7%.

Which pays a higher dividend, BKIS or IDYN?

BKIS yields 1.13% while IDYN yields 1.83%, so IDYN currently pays the higher dividend yield.

Is IDYN better than BKIS?

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