BGH vs VOO
Barings Global Short Duration High Yield Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BGH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.88% | 0.03% | |
| AUM | $298M | $979.0B | |
| Dividend Yield | 11.44% | 1.09% | |
| Holdings | 248 | 509 | |
| YTD Return | +0.30% | +13.44% | |
| 1Y Return | -0.49% | +22.62% | |
| 3Y Return (annualized) | +13.34% | +21.47% | |
| 5Y Return (annualized) | +6.85% | +13.27% | |
| Volatility (annualized) | 15.9% | 14.1% | |
| Max Drawdown | -63.8% | -34.3% | |
| Fund Family | Barings | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 26, 2012 | Sep 7, 2010 |
BGH vs VOO Performance
Barings Global Short Duration High Yield Fund (BGH) is a ETF from Barings and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BGH returned -0.49% while VOO returned +22.62%. Year to date, BGH is up 0.30% versus a gain of 13.44% for VOO.
Over three years, BGH compounded at +13.34% per year against +21.47% for VOO; over five years the annualized figures are +6.85% and +13.27% respectively. Across the full 14-year window we track, VOO has the edge at +13.55% annualized vs -0.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BGH has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% for VOO. 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 -63.8% for BGH and -34.3% for VOO. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BGH charges 3.88% per year while VOO charges 0.03%. On a $10,000 position that is $388 vs $3 annually, a gap of $385 per year that compounds over a long holding period. On income, BGH currently yields 11.44% against 1.09% for VOO.
Holdings Overlap
BGH and VOO share 0 holdings out of 612 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, BGH or VOO?
BGH has an expense ratio of 3.88% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $385 per year of difference.
Which performed better, BGH or VOO?
Over the past year BGH returned -0.49% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), BGH annualized -0.16% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BGH or VOO?
BGH has been the more volatile fund at 15.9% annualized versus 14.1% for VOO. Worst drawdown: BGH -63.8% vs VOO -34.3%.
Should I hold both BGH and VOO?
BGH and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGH and VOO?
BGH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 612 unique securities.
Which pays a higher dividend, BGH or VOO?
BGH yields 11.44% while VOO yields 1.09%, so BGH currently pays the higher dividend yield.
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