BKF vs. VB
Compare and contrast key facts about iShares MSCI BRIC ETF (BKF) and Vanguard Small-Cap ETF (VB).
BKF and VB 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. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004. Both BKF and VB 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 VB.
Correlation
The correlation between BKF and VB is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BKF vs. VB - Performance Comparison
Key characteristics
BKF:
0.76
VB:
1.33
BKF:
1.20
VB:
1.88
BKF:
1.15
VB:
1.23
BKF:
0.33
VB:
2.27
BKF:
1.95
VB:
6.32
BKF:
7.27%
VB:
3.58%
BKF:
18.58%
VB:
16.99%
BKF:
-70.29%
VB:
-59.57%
BKF:
-34.24%
VB:
-3.59%
Returns By Period
In the year-to-date period, BKF achieves a -0.69% return, which is significantly lower than VB's 4.57% return. Over the past 10 years, BKF has underperformed VB with an annualized return of 1.81%, while VB has yielded a comparatively higher 9.68% annualized return.
BKF
-0.69%
-1.78%
4.19%
14.62%
-2.39%
1.81%
VB
4.57%
3.87%
11.94%
21.33%
10.20%
9.68%
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BKF vs. VB - Expense Ratio Comparison
BKF has a 0.69% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
BKF vs. VB — Risk-Adjusted Performance Rank
BKF
VB
BKF vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI BRIC ETF (BKF) and Vanguard Small-Cap ETF (VB). 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. VB - Dividend Comparison
BKF's dividend yield for the trailing twelve months is around 2.38%, more than VB's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKF iShares MSCI BRIC ETF | 2.38% | 2.37% | 1.68% | 2.04% | 2.93% | 1.02% | 1.66% | 2.33% | 1.51% | 1.81% | 3.15% | 3.01% |
VB Vanguard Small-Cap ETF | 1.25% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
BKF vs. VB - Drawdown Comparison
The maximum BKF drawdown since its inception was -70.29%, which is greater than VB's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for BKF and VB. For additional features, visit the drawdowns tool.
Volatility
BKF vs. VB - Volatility Comparison
The current volatility for iShares MSCI BRIC ETF (BKF) is 3.80%, while Vanguard Small-Cap ETF (VB) has a volatility of 4.11%. This indicates that BKF experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.