BBLU vs VXUS

BBLU vs VXUS

Which is better, BBLU or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricBBLUVXUS
Expense Ratio0.15%0.05%Best
AUM$464M$158.1B
Dividend Yield1.14%2.51%
Holdings408,747
YTD Return+13.20%Best+12.82%
1Y Return+16.77%+19.86%Best
3Y Return (annualized)+21.98%Best+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)11.9%Best13.9%
Max Drawdown-17.2%-13.6%Best
$10,000 over 3.9 years$23,638Best$20,634
Fund FamilyBridgeway FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 31, 1997Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 18, 2026 (3.9 years).

BBLU 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 3.9 years both funds cover.

BBLU vs VXUS Performance

EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BBLU returned +16.77% while VXUS returned +19.86%. Year to date, BBLU is up 13.20% versus a gain of 12.82% for VXUS.

Over three years, BBLU compounded at +21.98% per year against +19.33% for VXUS. Across the full 4-year window we track, BBLU has the edge at +24.68% annualized vs +20.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 11.9% for BBLU. 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 -17.2% for BBLU and -13.6% 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 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BBLU charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, BBLU currently yields 1.14% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 38 holdings in BBLU and 8,082 in VXUS, totalling 99.9% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 38 positions we hold weights for in BBLU and 8,082 in VXUS, against full books of 40 and 8,747.

What only one of them owns

Measured across the 38 and 8,082 positions we hold weights for.

VXUS holds 35 positions BBLU does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

You are not choosing between two funds in isolation.

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

BBLUVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBLU or VXUS?

BBLU has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, BBLU or VXUS?

Over the past year BBLU returned +16.77% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.68% vs +20.41% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBLU or VXUS?

VXUS has been the more volatile fund at 13.9% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs VXUS -13.6%.

Should I hold both BBLU and VXUS?

BBLU and VXUS have a monthly-return correlation of 0.69, 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, BBLU or VXUS?

BBLU yields 1.14% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than BBLU?

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