BBHY vs VXUS

BBHY vs VXUS

Which is better, BBHY or VXUS?

High Yield Bond against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBHYVXUS
Expense Ratio0.07%0.05%Best
AUM$618M$158.1B
Dividend Yield7.08%2.51%
Holdings1,6708,747
YTD Return-1.32%+12.21%Best
1Y Return+0.01%+19.22%Best
3Y Return (annualized)+6.89%+19.10%Best
5Y Return (annualized)+3.03%+8.63%Best
Volatility (annualized)7.7%Best15.0%
Max Drawdown-25.3%Best-39.9%
$10,000 over 5 years$11,610$15,127Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionSep 15, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 15, 2016 to Sep 16, 2026 (10 years).

BBHY vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10 years both funds cover.

BBHY vs VXUS Performance

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BBHY returned +0.01% while VXUS returned +19.22%. Year to date, BBHY is down 1.32% versus a gain of 12.21% for VXUS.

Over three years, BBHY compounded at +6.89% per year against +19.10% for VXUS; over five years the annualized figures are +3.03% and +8.63% respectively. Across the full 10-year window we track, VXUS has the edge at +8.08% annualized vs +2.18%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 7.7% for BBHY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -25.3% for BBHY and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBHY charges 0.07% per year while VXUS charges 0.05%. On a $10,000 position that is $7 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, BBHY currently yields 7.08% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 6 holdings in BBHY and 8,082 in VXUS, totalling 0.6% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 6 positions we hold weights for in BBHY and 8,082 in VXUS, against full books of 1,670 and 8,747.

Top Shared Holdings

StockWeight in BBHYWeight in VXUSDifference
SMGScotts Miracle-Gro Company0.06%0.00%0.06%

You are not choosing between two funds in isolation.

Whichever of BBHY and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBHYVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHY or VXUS?

BBHY has an expense ratio of 0.07% while VXUS charges 0.05%. VXUS is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, BBHY or VXUS?

Over the past year BBHY returned +0.01% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), BBHY annualized +2.18% vs +8.08% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBHY or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 7.7% for BBHY. Worst drawdown: BBHY -25.3% vs VXUS -39.9%.

Should I hold both BBHY and VXUS?

BBHY and VXUS have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BBHY or VXUS?

BBHY yields 7.08% while VXUS yields 2.51%, so BBHY currently pays the higher dividend yield.

Is VXUS better than BBHY?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.