BDIV 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

MetricBDIVVXUSWinner
Expense Ratio0.49%0.05%
AUM$6M$156.5B
Dividend Yield1.06%2.60%
Holdings388,747
YTD Return+11.17%+14.57%
1Y Return+20.55%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)11.0%15.1%
Max Drawdown-15.0%-39.9%
Fund FamilyAdvisors Asset Management, Inc.Vanguard (US)
CategoryEquityEquity
InceptionJul 30, 2024Jan 26, 2011

BDIV vs VXUS Performance

AAM Brentview Dividend Growth ETF (BDIV) is a ETF from Advisors Asset Management, Inc. and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BDIV returned +20.55% while VXUS returned +27.82%. Year to date, BDIV is up 11.17% 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 11.0% for BDIV. 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 -15.0% for BDIV 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BDIV charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, BDIV currently yields 1.06% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

BDIV and VXUS share 1 holdings out of 7897 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BDIVWeight in VXUSDifference
ORCL1.62%0.00%1.62%

Frequently Asked Questions

Which is cheaper, BDIV or VXUS?

BDIV has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, BDIV or VXUS?

Over the past year BDIV returned +20.55% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), BDIV annualized +16.74% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BDIV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 11.0% for BDIV. Worst drawdown: BDIV -15.0% vs VXUS -39.9%.

Should I hold both BDIV and VXUS?

BDIV and VXUS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BDIV and VXUS?

BDIV and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7897 unique securities.

Which pays a higher dividend, BDIV or VXUS?

BDIV yields 1.06% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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