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ARSOX vs. BKIE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ARSOX vs. BKIE

Last updated May 11, 2025

Compare and contrast key facts about Aristotle/Saul Global Equity Fund (ARSOX) and BNY Mellon International Equity ETF (BKIE).

ARSOX is managed by Aristotle. It was launched on Mar 29, 2012. BKIE is a passively managed fund by The Bank of New York Mellon Corp. that tracks the performance of the Morningstar Developed Markets ex-US Large Cap Index. It was launched on Apr 24, 2020.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSOX or BKIE.

Correlation

The correlation between ARSOX and BKIE is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

ARSOX vs. BKIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aristotle/Saul Global Equity Fund (ARSOX) and BNY Mellon International Equity ETF (BKIE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ARSOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BKIE

YTD

12.71%

1M

11.95%

6M

9.30%

1Y

11.41%

5Y*

12.33%

10Y*

N/A

*Annualized

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ARSOX vs. BKIE - Expense Ratio Comparison

ARSOX has a 0.80% expense ratio, which is higher than BKIE's 0.04% expense ratio.

ARSOX
Aristotle/Saul Global Equity Fund
BKIE
BNY Mellon International Equity ETF

Risk-Adjusted Performance

ARSOX vs. BKIE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARSOX
BKIE
The Risk-Adjusted Performance Rank of BKIE is 7474
Overall Rank
The Sharpe Ratio Rank of BKIE is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of BKIE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of BKIE is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BKIE is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BKIE is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ARSOX vs. BKIE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aristotle/Saul Global Equity Fund (ARSOX) and BNY Mellon International Equity ETF (BKIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

ARSOX vs. BKIE - Dividend Comparison

ARSOX has not paid dividends to shareholders, while BKIE's dividend yield for the trailing twelve months is around 2.75%.

TTM20242023202220212020201920182017201620152014
ARSOX
Aristotle/Saul Global Equity Fund		0.00%0.00%7.06%5.22%2.52%5.15%105.57%12.15%0.53%0.65%1.34%1.44%
BKIE
BNY Mellon International Equity ETF		2.75%3.31%2.88%2.97%2.58%1.49%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ARSOX vs. BKIE - Drawdown Comparison

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Volatility

ARSOX vs. BKIE - Volatility Comparison

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