BKF vs. IOO
Compare and contrast key facts about iShares MSCI BRIC ETF (BKF) and iShares Global 100 ETF (IOO).
BKF and IOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKF is a passively managed fund by iShares that tracks the performance of the MSCI BRIC Index. It was launched on Nov 12, 2007. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both BKF and IOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKF or IOO.
Correlation
The correlation between BKF and IOO is 0.71, 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
BKF vs. IOO - Performance Comparison
Key characteristics
BKF:
0.83
IOO:
2.47
BKF:
1.27
IOO:
3.23
BKF:
1.16
IOO:
1.45
BKF:
0.35
IOO:
3.02
BKF:
2.74
IOO:
12.40
BKF:
5.53%
IOO:
2.71%
BKF:
18.36%
IOO:
13.63%
BKF:
-70.29%
IOO:
-55.85%
BKF:
-32.02%
IOO:
0.00%
Returns By Period
In the year-to-date period, BKF achieves a 12.17% return, which is significantly lower than IOO's 28.29% return. Over the past 10 years, BKF has underperformed IOO with an annualized return of 2.86%, while IOO has yielded a comparatively higher 12.62% annualized return.
BKF
12.17%
-1.52%
6.19%
15.99%
-0.61%
2.86%
IOO
28.29%
1.47%
8.67%
31.87%
16.28%
12.62%
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BKF vs. IOO - Expense Ratio Comparison
BKF has a 0.69% expense ratio, which is higher than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
BKF vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI BRIC ETF (BKF) and iShares Global 100 ETF (IOO). 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
BKF vs. IOO - Dividend Comparison
BKF's dividend yield for the trailing twelve months is around 1.27%, more than IOO's 1.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKF iShares MSCI BRIC ETF | 1.27% | 1.68% | 2.04% | 2.93% | 1.02% | 1.66% | 2.33% | 1.51% | 1.81% | 3.15% | 3.01% | 2.40% |
IOO iShares Global 100 ETF | 1.06% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
Drawdowns
BKF vs. IOO - Drawdown Comparison
The maximum BKF drawdown since its inception was -70.29%, which is greater than IOO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for BKF and IOO. For additional features, visit the drawdowns tool.
Volatility
BKF vs. IOO - Volatility Comparison
iShares MSCI BRIC ETF (BKF) has a higher volatility of 5.56% compared to iShares Global 100 ETF (IOO) at 2.88%. This indicates that BKF's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.