AVUV vs. BKIE

Last updated Jun 9, 2026

AVUV (Avantis US Small Cap Value ETF) and BKIE (BNY Mellon International Equity ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while BKIE is a Foreign Large Cap Equities fund tracking the Morningstar Developed Markets ex-US Large Cap Index. AVUV is actively managed, while BKIE is passively managed. Over the past 5 years, AVUV returned 10.85%/yr vs 8.82%/yr for BKIE. A 0.69 correlation means they provide meaningful diversification when combined. AVUV charges 0.25%/yr vs 0.04%/yr for BKIE.

Performance

AVUV vs. BKIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and BNY Mellon International Equity ETF (BKIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUV achieves a 18.87% return, which is significantly higher than BKIE's 7.27% return.

AVUV

• 1D: 1.01%
• 1M: 0.89%
• YTD: 18.87%
• 6M: 18.74%
• 1Y: 36.82%
• 3Y*: 18.46%
• 5Y*: 10.85%
• 10Y*: —

BKIE

• 1D: 0.63%
• 1M: -0.95%
• YTD: 7.27%
• 6M: 9.96%
• 1Y: 20.75%
• 3Y*: 16.78%
• 5Y*: 8.82%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUV vs. BKIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AVUV Avantis US Small Cap Value ETF	18.87%	7.44%	9.28%	22.82%	-4.91%	42.20%	73.70%
BKIE BNY Mellon International Equity ETF	7.27%	32.08%	4.63%	18.25%	-13.60%	13.75%	34.17%

Correlation

The correlation between AVUV and BKIE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.65
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.70
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020	0.69

The correlation between AVUV and BKIE has been stable across timeframes, ranging from 0.65 to 0.70 - a consistent structural relationship.

AVUV vs. BKIE - Sectors Allocation Comparison

Sectors	AVUV	BKIE
Financial Services	25.8%	25.8%
Energy	18.2%	5.9%
Consumer Cyclical	18.0%	7.3%
Industrials	13.9%	18.6%
Technology	7.0%	10.1%
Basic Materials	4.9%	7.2%
Consumer Defensive	4.5%	6.2%
Healthcare	4.2%	9.1%
Communication Services	2.8%	4.2%
Real Estate	0.7%	2.0%
Utilities	0.1%	3.7%

Return for Risk

AVUV vs. BKIE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUV

AVUV Risk / Return Rank: 76
AVUV Sharpe Ratio Rank: 72
AVUV Sortino Ratio Rank: 75
AVUV Omega Ratio Rank: 68
AVUV Calmar Ratio Rank: 88
AVUV Martin Ratio Rank: 79

BKIE

BKIE Risk / Return Rank: 44
BKIE Sharpe Ratio Rank: 44
BKIE Sortino Ratio Rank: 44
BKIE Omega Ratio Rank: 43
BKIE Calmar Ratio Rank: 41
BKIE Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUV vs. BKIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) 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.

	AVUV	BKIE	Difference
Sharpe ratio: Return per unit of total volatility	2.11	1.41	+0.70
Sortino ratio: Return per unit of downside risk	3.02	2.01	+1.01
Omega ratio: Gain probability vs. loss probability	1.36	1.25	+0.11
Calmar ratio: Return relative to maximum drawdown	4.65	1.83	+2.83
Martin ratio: Return relative to average drawdown	13.81	7.03	+6.78
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVUV vs. BKIE - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.11, which is higher than the BKIE Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of AVUV and BKIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVUV	BKIE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.11	1.41	+0.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.55	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.90	-0.34

Drawdowns

AVUV vs. BKIE - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, which is greater than BKIE's maximum drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for AVUV and BKIE.

Drawdown Indicators

	AVUV	BKIE	Difference
Max Drawdown Largest peak-to-trough decline	-49.42%	-28.19%	-21.23%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-11.41%	+3.46%
Max Drawdown (3Y) Largest decline over 3 years	-28.79%	-13.19%	-15.60%
Max Drawdown (5Y) Largest decline over 5 years	-28.79%	-28.19%	-0.60%
Current Drawdown Current decline from peak	-0.44%	-2.41%	+1.97%
Average Drawdown Average peak-to-trough decline	-7.94%	-4.97%	-2.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	2.96%	-0.29%

Volatility

AVUV vs. BKIE - Volatility Comparison

Avantis US Small Cap Value ETF (AVUV) and BNY Mellon International Equity ETF (BKIE) have volatilities of 4.29% and 4.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUV	BKIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.29%	4.17%	+0.12%
Volatility (6M) Calculated over the trailing 6-month period	11.39%	12.46%	-1.07%
Volatility (1Y) Calculated over the trailing 1-year period	17.57%	14.84%	+2.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.75%	16.16%	+6.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.29%	16.36%	+11.93%

AVUV vs. BKIE - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is higher than BKIE's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

AVUV vs. BKIE - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.28%, less than BKIE's 3.30% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUV Avantis US Small Cap Value ETF	1.28%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%
BKIE BNY Mellon International Equity ETF	3.30%	3.12%	3.31%	2.88%	2.97%	2.58%	1.49%	0.00%

Frequently Asked Questions

Can I hold both AVUV and BKIE in my portfolio?

AVUV and BKIE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVUV or BKIE?

AVUV has higher volatility (4.29%) compared to BKIE (4.17%). In terms of maximum drawdown, AVUV dropped -49.42% vs BKIE's -28.19%.

Which ETF is better, AVUV or BKIE?

On 5-year performance, AVUV leads with 10.85% vs 8.82% for BKIE. On fees, BKIE is cheaper at 0.04% per year. On volatility, BKIE has been the lower-risk option at 4.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUV or BKIE?

Over the 5-year period, AVUV has performed better with a 10.85% return vs 8.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUV or BKIE?

BKIE is cheaper with a 0.04% expense ratio, compared with 0.25% for AVUV.

Which ETF pays a higher dividend yield, AVUV or BKIE?

BKIE has the higher dividend yield at 3.30%, compared with 1.28% for AVUV.

What is the main difference between AVUV and BKIE?

AVUV is categorized as Small Cap Value Equities, while BKIE is Foreign Large Cap Equities. They also come from different issuers: Avantis and BNY Mellon. Their fees differ too: 0.25% for AVUV and 0.04% for BKIE.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.11 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.