ARSOX vs. BKIE
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.
Key characteristics
| ARSOX | BKIE |
|---|
Correlation
The correlation between ARSOX and BKIE is 0.84, 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 displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
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 2.74%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSOX Aristotle/Saul Global Equity Fund | 7.06% | 7.06% | 5.22% | 2.52% | 5.15% | 105.57% | 12.15% | 0.53% | 0.65% | 1.34% | 1.44% | 2.85% |
BKIE BNY Mellon International Equity ETF | 2.74% | 2.88% | 2.97% | 2.58% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARSOX vs. BKIE - Drawdown Comparison
Volatility
ARSOX vs. BKIE - Volatility Comparison
The current volatility for Aristotle/Saul Global Equity Fund (ARSOX) is 0.00%, while BNY Mellon International Equity ETF (BKIE) has a volatility of 3.29%. This indicates that ARSOX experiences smaller price fluctuations and is considered to be less risky than BKIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.