MOWIX vs. BKIE
Compare and contrast key facts about Moerus Worldwide Value Fund (MOWIX) and BNY Mellon International Equity ETF (BKIE).
MOWIX is managed by MOERUS FUNDS. It was launched on May 30, 2016. 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: MOWIX or BKIE.
Correlation
The correlation between MOWIX and BKIE is 0.76, 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
MOWIX vs. BKIE - Performance Comparison
Key characteristics
MOWIX:
1.56
BKIE:
0.74
MOWIX:
2.16
BKIE:
1.08
MOWIX:
1.26
BKIE:
1.13
MOWIX:
2.10
BKIE:
1.00
MOWIX:
6.31
BKIE:
2.50
MOWIX:
3.51%
BKIE:
3.72%
MOWIX:
14.21%
BKIE:
12.66%
MOWIX:
-46.25%
BKIE:
-28.19%
MOWIX:
-2.03%
BKIE:
-7.03%
Returns By Period
In the year-to-date period, MOWIX achieves a 2.03% return, which is significantly higher than BKIE's 1.31% return.
MOWIX
2.03%
4.07%
6.94%
21.26%
11.60%
N/A
BKIE
1.31%
1.85%
-2.03%
8.21%
N/A
N/A
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MOWIX vs. BKIE - Expense Ratio Comparison
MOWIX has a 1.40% expense ratio, which is higher than BKIE's 0.04% expense ratio.
Risk-Adjusted Performance
MOWIX vs. BKIE — Risk-Adjusted Performance Rank
MOWIX
BKIE
MOWIX vs. BKIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moerus Worldwide Value Fund (MOWIX) 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
MOWIX vs. BKIE - Dividend Comparison
MOWIX's dividend yield for the trailing twelve months is around 4.12%, more than BKIE's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOWIX Moerus Worldwide Value Fund | 4.12% | 4.20% | 4.98% | 0.55% | 5.32% | 0.72% | 94.90% | 1.94% | 0.38% | 0.47% |
BKIE BNY Mellon International Equity ETF | 3.27% | 3.31% | 2.88% | 2.97% | 2.58% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MOWIX vs. BKIE - Drawdown Comparison
The maximum MOWIX drawdown since its inception was -46.25%, which is greater than BKIE's maximum drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for MOWIX and BKIE. For additional features, visit the drawdowns tool.
Volatility
MOWIX vs. BKIE - Volatility Comparison
Moerus Worldwide Value Fund (MOWIX) and BNY Mellon International Equity ETF (BKIE) have volatilities of 3.71% and 3.84%, 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.