BCUS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricBCUSVXUSWinner
Expense Ratio0.70%0.05%
AUM$152M$156.5B
Dividend Yield0.27%2.60%
Holdings318,747
YTD Return+11.21%+14.57%
1Y Return+14.28%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)12.5%15.1%
Max Drawdown-18.2%-39.9%
Fund FamilyBancreek Capital AdvisorsVanguard (US)
CategoryEquityEquity
InceptionDec 20, 2023Jan 26, 2011

BCUS vs VXUS Performance

Bancreek US Large Cap ETF (BCUS) is a ETF from Bancreek Capital Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BCUS returned +14.28% while VXUS returned +27.82%. Year to date, BCUS is up 11.21% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for BCUS. 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 -18.2% for BCUS 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BCUS charges 0.70% per year while VXUS charges 0.05%. On a $10,000 position that is $70 vs $5 annually, a gap of $65 per year that compounds over a long holding period. On income, BCUS currently yields 0.27% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

BCUS and VXUS share 0 holdings out of 7891 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BCUS or VXUS?

BCUS has an expense ratio of 0.70% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, BCUS or VXUS?

Over the past year BCUS returned +14.28% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BCUS annualized +15.07% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BCUS or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.5% for BCUS. Worst drawdown: BCUS -18.2% vs VXUS -39.9%.

Should I hold both BCUS and VXUS?

BCUS and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BCUS and VXUS?

BCUS and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7891 unique securities.

Which pays a higher dividend, BCUS or VXUS?

BCUS yields 0.27% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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