BKIE vs VYM

BKIE vs VYM
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Quick Verdict

VYM delivered stronger 1-year returns. BKIE offers more diversification with 1,001 holdings.

Lower Fees: TiedHigher Returns: VYMMore Diversified: BKIE

Side-by-Side Comparison

MetricBKIEVYMWinner
Expense Ratio0.04%0.04%
AUM$1.3B$81.6B
Dividend Yield4.86%2.24%
Holdings1,001616
YTD Return-61.96%+15.34%
1Y Return-58.76%+23.24%
3Y Return (annualized)-16.57%+19.22%
5Y Return (annualized)-11.39%+12.21%
Volatility (annualized)30.8%14.6%
Max Drawdown-67.5%-58.8%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 22, 2020Nov 10, 2006

BKIE vs VYM Performance

BNY Mellon International Equity ETF (BKIE) is a ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BKIE returned -58.76% while VYM returned +23.24%. Year to date, BKIE is down 61.96% versus a gain of 15.34% for VYM.

Over three years, BKIE compounded at -16.57% per year against +19.22% for VYM; over five years the annualized figures are -11.39% and +12.21% respectively. Across the full 6-year window we track, VYM has the edge at +7.04% annualized vs -3.23%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKIE has been the more volatile fund, with annualized monthly volatility of 30.8% compared with 14.6% for VYM. 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 -67.5% for BKIE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BKIE charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BKIE currently yields 4.86% against 2.24% for VYM.

Holdings Overlap

0.3%overlap

BKIE and VYM share 5 holdings out of 1462 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKIEWeight in VYMDifference
ORCL0.01%1.04%1.03%
NXPI0.21%0.29%0.08%
KR0.00%0.13%0.13%
BGProProPro
FIBKProProPro
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Frequently Asked Questions

Which is cheaper, BKIE or VYM?

BKIE has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, BKIE or VYM?

Over the past year BKIE returned -58.76% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BKIE annualized -3.23% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, BKIE or VYM?

BKIE has been the more volatile fund at 30.8% annualized versus 14.6% for VYM. Worst drawdown: BKIE -67.5% vs VYM -58.8%.

Should I hold both BKIE and VYM?

BKIE and VYM have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKIE and VYM?

BKIE and VYM share 5 common holdings with a 0.3% weight overlap. Combined, they hold 1462 unique securities.

Which pays a higher dividend, BKIE or VYM?

BKIE yields 4.86% while VYM yields 2.24%, so BKIE currently pays the higher dividend yield.

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