BKIE vs. MSTR
BKIE (BNY Mellon International Equity ETF) is Foreign Large Cap Equities fund tracking the Morningstar Developed Markets ex-US Large Cap Index, while MSTR (Strategy Inc) is a stock. Over the past 5 years, BKIE returned 9.17%/yr vs 19.14%/yr for MSTR. At a 0.41 correlation, their price movements are largely independent.
Performance
BKIE vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, BKIE achieves a 9.51% return, which is significantly higher than MSTR's -18.41% return.
BKIE
- 1D
- 0.43%
- 1M
- 1.41%
- YTD
- 9.51%
- 6M
- 10.84%
- 1Y
- 22.01%
- 3Y*
- 17.04%
- 5Y*
- 9.17%
- 10Y*
- —
MSTR
- 1D
- 3.18%
- 1M
- -30.37%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.36%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
BKIE vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKIE BNY Mellon International Equity ETF | 9.51% | 32.08% | 4.63% | 18.25% | -13.60% | 13.75% | 34.17% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 208.42% |
Correlation
The correlation between BKIE and MSTR is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.41 |
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Return for Risk
BKIE vs. MSTR — Risk / Return Rank
BKIE
MSTR
BKIE vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon International Equity ETF (BKIE) and Strategy Inc (MSTR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BKIE | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.41 | ||
| Sortino ratioReturn per unit of downside risk | +3.81 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | -0.88 | +2.82 |
| Martin ratioReturn relative to average drawdown | 7.45 | -1.27 | +8.72 |
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Drawdowns
BKIE vs. MSTR - Drawdown Comparison
The maximum BKIE drawdown since its inception was -28.19%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BKIE and MSTR.
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Drawdown Indicators
| BKIE | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.19% | -99.86% | +71.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -76.53% | +65.12% |
Max Drawdown (3Y)Largest decline over 3 years | -13.19% | -77.42% | +64.23% |
Max Drawdown (5Y)Largest decline over 5 years | -28.19% | -84.11% | +55.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -0.37% | -73.84% | +73.47% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -86.45% | +81.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 53.01% | -50.04% |
Volatility
BKIE vs. MSTR - Volatility Comparison
The current volatility for BNY Mellon International Equity ETF (BKIE) is 5.17%, while Strategy Inc (MSTR) has a volatility of 21.60%. This indicates that BKIE experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKIE | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 21.60% | -16.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 57.34% | -44.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 71.15% | -56.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 90.79% | -74.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 73.80% | -57.42% |
Dividends
BKIE vs. MSTR - Dividend Comparison
BKIE's dividend yield for the trailing twelve months is around 3.23%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BKIE BNY Mellon International Equity ETF | 3.23% | 3.12% | 3.31% | 2.88% | 2.97% | 2.58% | 1.49% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BKIE and MSTR have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to BKIE (5.17%). In terms of maximum drawdown, BKIE dropped -28.19% vs MSTR's -99.86%.
BKIE currently has the higher Sharpe Ratio (1.46 vs -0.95), 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.
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