BDGS vs VXUS

BDGS vs VXUS

Which is better, BDGS or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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

MetricBDGSVXUS
Expense Ratio0.87%0.05%Best
AUM$43M$158.1B
Dividend Yield0.52%2.51%
Holdings148,747
YTD Return+8.18%+12.82%Best
1Y Return+9.89%+19.86%Best
3Y Return (annualized)+14.55%+19.33%Best
5Y Return (annualized)-+9.46%
Volatility (annualized)7.4%Best12.2%
Max Drawdown-9.1%Best-13.6%
$10,000 over 3.4 years$15,492$17,104Best
Fund FamilyBridges CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 10, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Sep 18, 2026 (3.4 years).

BDGS 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 3.4 years both funds cover.

BDGS vs VXUS Performance

Bridges Capital Tactical ETF (BDGS) is an ETF from Bridges Capital and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BDGS returned +9.89% while VXUS returned +19.86%. Year to date, BDGS is up 8.18% versus a gain of 12.82% for VXUS.

Over three years, BDGS compounded at +14.55% per year against +19.33% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 7.4% for BDGS. 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 -9.1% for BDGS 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BDGS charges 0.87% per year while VXUS charges 0.05%. On a $10,000 position that is $87 vs $5 annually, a gap of $82 per year that compounds over a long holding period. On income, BDGS currently yields 0.52% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 15 holdings in BDGS and 8,082 in VXUS, totalling 97.8% 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 15 positions we hold weights for in BDGS and 8,082 in VXUS, against full books of 14 and 8,747.

What only one of them owns

Measured across the 15 and 8,082 positions we hold weights for.

VXUS holds 35 positions BDGS 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 BDGS and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BDGSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BDGS or VXUS?

BDGS has an expense ratio of 0.87% while VXUS charges 0.05%. VXUS is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, BDGS or VXUS?

Over the past year BDGS returned +9.89% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BDGS or VXUS?

VXUS has been the more volatile fund at 12.2% annualized versus 7.4% for BDGS. Worst drawdown: BDGS -9.1% vs VXUS -13.6%.

Should I hold both BDGS and VXUS?

BDGS and VXUS have a monthly-return correlation of 0.55, 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, BDGS or VXUS?

BDGS yields 0.52% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than BDGS?

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