BKIS vs PPIE
BNY Mellon Sustainable International Equity ETF vs Putnam PanAgora ESG International Equity ETF
Which is better, BKIS or PPIE?
Nearly the same fund. PPIE costs less.
PPIE has a lower expense ratio. PPIE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.
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 | BKIS | PPIE |
|---|---|---|
| Expense Ratio | 0.70% | 0.49%Best |
| AUM | $9M | $4M |
| Dividend Yield | 1.13% | 12.07% |
| Holdings | 42 | 142 |
| Volatility (annualized) | 14.6% | 12.5%Best |
| Max Drawdown | -15.0% | -10.3%Best |
| $10,000 over 1.8 years | $10,368 | $12,112Best |
| Fund Family | BNY Mellon Investment Management | Putnam Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 14, 2021 | Jan 19, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 585 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 PPIE through Jun 9, 2026.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 20, 2023 to Nov 1, 2024 (1.8 years).
Risk: Volatility and Drawdowns
BKIS has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for PPIE. 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 -15.0% for BKIS and -10.3% for PPIE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BKIS charges 0.70% per year while PPIE charges 0.49%. On a $10,000 position that is $70 vs $49 annually, a gap of $21 per year that compounds over a long holding period. On income, BKIS currently yields 1.13% against 12.07% for PPIE.
You are not choosing between two funds in isolation.
Whichever of BKIS and PPIE 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, BKIS or PPIE?
BKIS has an expense ratio of 0.70% while PPIE charges 0.49%. PPIE is the cheaper option, by $21 a year on a $10,000 investment.
Which is riskier, BKIS or PPIE?
BKIS has been the more volatile fund at 14.6% annualized versus 12.5% for PPIE. Worst drawdown: BKIS -15.0% vs PPIE -10.3%.
Should I hold both BKIS and PPIE?
BKIS and PPIE have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, BKIS or PPIE?
BKIS yields 1.13% while PPIE yields 12.07%, so PPIE currently pays the higher dividend yield.
Is PPIE better than BKIS?
PPIE has a lower expense ratio. PPIE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.