BKIE vs IVV
BNY Mellon International Equity ETF vs iShares Core S&P 500 ETF
Which is better, BKIE or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | BKIE | IVV |
|---|---|---|
| Expense Ratio | 0.04% | 0.03%Best |
| AUM | $1.3B | $882.6B |
| Dividend Yield | 4.76% | 1.06% |
| Holdings | 1,001 | 508 |
| YTD Return | +8.34% | +14.21%Best |
| 1Y Return | +13.21% | +16.27%Best |
| 3Y Return (annualized) | +18.96% | +23.01%Best |
| 5Y Return (annualized) | +9.75% | +13.64%Best |
| Volatility (annualized) | 15.2%Best | 15.3% |
| Max Drawdown | -28.2% | -24.5%Best |
| $10,000 over 5 years | $15,923 | $18,952Best |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 22, 2020 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 24, 2020 to Oct 8, 2026 (6.5 years).
BKIE vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.5 years both funds cover.
BKIE vs IVV Performance
BNY Mellon International Equity ETF (BKIE) is an ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BKIE returned +13.21% while IVV returned +16.27%. Year to date, BKIE is up 8.34% versus a gain of 14.21% for IVV.
Over three years, BKIE compounded at +18.96% per year against +23.01% for IVV; over five years the annualized figures are +9.75% and +13.64% respectively. Across the full 7-year window we track, IVV has the edge at +18.33% annualized vs +13.88%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.2% for BKIE. 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 -28.2% for BKIE and -24.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BKIE charges 0.04% per year while IVV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, BKIE currently yields 4.76% against 1.06% for IVV.
Holdings Overlap
At least 0.3% of IVV's money is in holdings BKIE also owns.
Stated as a floor: for BKIE, our book for it covers 93.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
3 positions in common, counted across the 863 positions we hold weights for in BKIE and 505 in IVV, against full books of 1,001 and 508.
You are not choosing between two funds in isolation.
Whichever of BKIE and IVV 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, BKIE or IVV?
BKIE has an expense ratio of 0.04% while IVV charges 0.03%. IVV is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, BKIE or IVV?
Over the past year BKIE returned +13.21% vs +16.27% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BKIE annualized +13.88% vs +18.33% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKIE or IVV?
IVV has been the more volatile fund at 15.3% annualized versus 15.2% for BKIE. Worst drawdown: BKIE -28.2% vs IVV -24.5%.
Should I hold both BKIE and IVV?
BKIE and IVV have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BKIE or IVV?
BKIE yields 4.76% while IVV yields 1.06%, so BKIE currently pays the higher dividend yield.
Is IVV better than BKIE?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.