BBP vs VXUS

BBP vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. BBP delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: BBPMore Diversified: VXUS

Side-by-Side Comparison

MetricBBPVXUSWinner
Expense Ratio0.34%0.05%
AUM$106M$158.1B
Dividend Yield0.00%2.59%
Holdings708,747
YTD Return+27.15%+15.22%
1Y Return+51.96%+26.86%
3Y Return (annualized)+24.01%+20.34%
5Y Return (annualized)+15.36%+9.38%
Volatility (annualized)23.9%15.1%
Max Drawdown-44.3%-39.9%
Fund FamilyVirtus Investment PartnersVanguard (US)
CategoryEquityEquity
InceptionDec 16, 2014Jan 26, 2011

BBP vs VXUS Performance

Virtus LifeSci Biotech Products ETF (BBP) is a ETF from Virtus Investment Partners and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BBP returned +51.96% while VXUS returned +26.86%. Year to date, BBP is up 27.15% versus a gain of 15.22% for VXUS.

Over three years, BBP compounded at +24.01% per year against +20.34% for VXUS; over five years the annualized figures are +15.36% and +9.38% respectively. Across the full 12-year window we track, BBP has the edge at +12.52% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBP has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 15.1% for VXUS. 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 -44.3% for BBP and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBP charges 0.34% per year while VXUS charges 0.05%. On a $10,000 position that is $34 vs $5 annually, a gap of $29 per year that compounds over a long holding period. On income, BBP currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

BBP and VXUS share 1 holdings out of 7936 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBPWeight in VXUSDifference
ZLAB1.43%0.00%1.43%

Frequently Asked Questions

Which is cheaper, BBP or VXUS?

BBP has an expense ratio of 0.34% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, BBP or VXUS?

Over the past year BBP returned +51.96% vs +26.86% for VXUS, so BBP leads on 1-year performance. Over the longest common window we track (12 years), BBP annualized +12.52% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, BBP or VXUS?

BBP has been the more volatile fund at 23.9% annualized versus 15.1% for VXUS. Worst drawdown: BBP -44.3% vs VXUS -39.9%.

Should I hold both BBP and VXUS?

BBP and VXUS have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBP and VXUS?

BBP and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7936 unique securities.

Which pays a higher dividend, BBP or VXUS?

BBP yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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