BKFI vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricBKFIVTIWinner
Expense Ratio0.40%0.03%
AUM$250M$663.5B
Dividend Yield1.75%1.07%
Holdings2493,543
YTD Return-0.78%+14.20%
1Y Return-+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)-15.3%
Max Drawdown-3.1%-56.6%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 12, 2026May 24, 2001

BKFI vs VTI Performance

BNY Mellon Active Core Bond ETF (BKFI) is a ETF from BNY Mellon Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BKFI is down 0.78% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for BKFI and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKFI charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BKFI currently yields 1.75% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BKFI and VTI share 0 holdings out of 2871 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BKFI or VTI?

BKFI has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

What is the holdings overlap between BKFI and VTI?

BKFI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2871 unique securities.

Which pays a higher dividend, BKFI or VTI?

BKFI yields 1.75% while VTI yields 1.07%, so BKFI currently pays the higher dividend yield.

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