BKUI vs VOO
BNY Mellon Ultra Short Income ETF vs Vanguard S&P 500 ETF
Which is better, BKUI or VOO?
Ultrashort Term Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO 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 | BKUI | VOO |
|---|---|---|
| Expense Ratio | 0.12% | 0.03%Best |
| AUM | $590M | $997.4B |
| Dividend Yield | 4.14% | 1.04% |
| Holdings | 152 | 509 |
| YTD Return | +2.26% | +14.14%Best |
| 1Y Return | +3.50% | +17.31%Best |
| 3Y Return (annualized) | +4.81% | +23.16%Best |
| 5Y Return (annualized) | +3.50% | +13.85%Best |
| Volatility (annualized) | 0.9%Best | 15.7% |
| Max Drawdown | -1.7%Best | -24.5% |
| $10,000 over 5 years | $11,877 | $19,128Best |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Ultrashort Term Bond | Large Cap Blend |
| Inception | Aug 9, 2021 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 11, 2021 to Sep 21, 2026 (5.1 years).
BKUI vs VOO 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 5.1 years both funds cover.
BKUI vs VOO Performance
BNY Mellon Ultra Short Income ETF (BKUI) is an ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BKUI returned +3.50% while VOO returned +17.31%. Year to date, BKUI is up 2.26% versus a gain of 14.14% for VOO.
Over three years, BKUI compounded at +4.81% per year against +23.16% for VOO; over five years the annualized figures are +3.50% and +13.85% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 0.9% for BKUI. 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 -1.7% for BKUI and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BKUI charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, BKUI currently yields 4.14% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 97 holdings in BKUI and 494 in VOO, totalling 36.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 97 positions we hold weights for in BKUI and 494 in VOO, against full books of 152 and 509.
You are not choosing between two funds in isolation.
Whichever of BKUI and VOO 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, BKUI or VOO?
BKUI has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, BKUI or VOO?
Over the past year BKUI returned +3.50% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKUI or VOO?
VOO has been the more volatile fund at 15.7% annualized versus 0.9% for BKUI. Worst drawdown: BKUI -1.7% vs VOO -24.5%.
Should I hold both BKUI and VOO?
BKUI and VOO have a monthly-return correlation of 0.40, 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, BKUI or VOO?
BKUI yields 4.14% while VOO yields 1.04%, so BKUI currently pays the higher dividend yield.
Is VOO better than BKUI?
VOO has a lower expense ratio. VOO 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.