BKFI vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricBKFIVOOWinner
Expense Ratio0.40%0.03%
AUM$250M$979.0B
Dividend Yield1.75%1.09%
Holdings249509
YTD Return-1.27%+11.51%
1Y Return-+21.46%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.01%
Volatility (annualized)-14.1%
Max Drawdown-3.1%-34.3%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 12, 2026Sep 7, 2010

BKFI vs VOO Performance

BNY Mellon Active Core Bond ETF (BKFI) is a ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BKFI is down 1.27% versus a gain of 11.51% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for BKFI and -34.3% for VOO. 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 VOO 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 1.09% for VOO.

Holdings Overlap

0.0%overlap

BKFI and VOO share 0 holdings out of 593 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 VOO?

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

What is the holdings overlap between BKFI and VOO?

BKFI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, BKFI or VOO?

BKFI yields 1.75% while VOO yields 1.09%, so BKFI currently pays the higher dividend yield.

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