BGB vs VXUS

BGB vs VXUS

Which is better, BGB or VXUS?

Bank Loan against Large Cap Blend.

VXUS led over 1Y, 3Y, 5Y and the full window.

Higher 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

MetricBGBVXUS
Expense Ratio-0.05%
AUM$528M$158.1B
Dividend Yield7.87%2.51%
Holdings6168,747
YTD Return-0.09%+12.88%Best
1Y Return-1.28%+19.97%Best
3Y Return (annualized)+8.99%+20.14%Best
5Y Return (annualized)+4.27%+8.87%Best
Volatility (annualized)11.8%Best14.3%
Max Drawdown-59.1%-39.9%Best
$10,000 over 5 years$12,325$15,295Best
Fund FamilyThe Blackstone Group IncVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Blend
InceptionSep 26, 2012Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2012 to Sep 23, 2026 (14 years).

BGB 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 14 years both funds cover.

BGB vs VXUS Performance

Blackstone Strategic Credit 2027 Term Fund (BGB) is an ETF from The Blackstone Group Inc and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BGB returned -1.28% while VXUS returned +19.97%. Year to date, BGB is down 0.09% versus a gain of 12.88% for VXUS.

Over three years, BGB compounded at +8.99% per year against +20.14% for VXUS; over five years the annualized figures are +4.27% and +8.87% respectively. Across the full 14-year window we track, VXUS has the edge at +6.12% annualized vs -0.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 11.8% for BGB. 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 -59.1% for BGB and -39.9% 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 0.65. They move together some of the time, and apart the rest.

Holdings Overlap

We hold position weights for 359 holdings in BGB and 8,082 in VXUS, totalling 76.5% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 212 days apart, BGB as of Dec 31, 2025 and VXUS as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 359 positions we hold weights for in BGB and 8,082 in VXUS, against full books of 616 and 8,747.

You are not choosing between two funds in isolation.

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

BGBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, BGB or VXUS?

Over the past year BGB returned -1.28% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), BGB annualized -0.82% vs +6.12% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BGB or VXUS?

VXUS has been the more volatile fund at 14.3% annualized versus 11.8% for BGB. Worst drawdown: BGB -59.1% vs VXUS -39.9%.

Should I hold both BGB and VXUS?

BGB and VXUS have a monthly-return correlation of 0.65, 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, BGB or VXUS?

BGB yields 7.87% while VXUS yields 2.51%, so BGB currently pays the higher dividend yield.

Is VXUS better than BGB?

VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.