BGX vs VXUS

BGX vs VXUS

Which is better, BGX or VXUS?

Bank Loan against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricBGXVXUS
Expense Ratio2.77%0.05%Best
AUM$156M$158.1B
Dividend Yield7.92%2.51%
Holdings5928,747
YTD Return-3.53%+13.35%Best
1Y Return-7.19%+22.44%Best
3Y Return (annualized)+6.59%+19.44%Best
5Y Return (annualized)+2.19%+8.82%Best
Volatility (annualized)12.9%Best15.0%
Max Drawdown-58.0%-39.9%Best
$10,000 over 5 years$11,144$15,260Best
Fund FamilyThe Blackstone Group IncVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Blend
InceptionJan 27, 2011Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 10, 2026 (15.6 years).

BGX 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 15.6 years both funds cover.

BGX vs VXUS Performance

Blackstone Long-Short Credit Income Fund (BGX) 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 BGX returned -7.19% while VXUS returned +22.44%. Year to date, BGX is down 3.53% versus a gain of 13.35% for VXUS.

Over three years, BGX compounded at +6.59% per year against +19.44% for VXUS; over five years the annualized figures are +2.19% and +8.82% respectively. Across the full 16-year window we track, VXUS has the edge at +4.76% annualized vs -0.91%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 12.9% for BGX. 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 -58.0% for BGX 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 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BGX charges 2.77% per year while VXUS charges 0.05%. On a $10,000 position that is $277 vs $5 annually, a gap of $272 per year that compounds over a long holding period. On income, BGX currently yields 7.92% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 324 holdings in BGX and 8,091 in VXUS, totalling 59.3% and 87.7% 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 181 days apart, BGX as of Dec 31, 2025 and VXUS as of Jun 30, 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 324 positions we hold weights for in BGX and 8,091 in VXUS, against full books of 592 and 8,747.

You are not choosing between two funds in isolation.

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

BGXVXUS

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Frequently Asked Questions

Which is cheaper, BGX or VXUS?

BGX has an expense ratio of 2.77% while VXUS charges 0.05%. VXUS is the cheaper option, by $272 a year on a $10,000 investment.

Which performed better, BGX or VXUS?

Over the past year BGX returned -7.19% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), BGX annualized -0.91% vs +4.76% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BGX or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 12.9% for BGX. Worst drawdown: BGX -58.0% vs VXUS -39.9%.

Should I hold both BGX and VXUS?

BGX and VXUS have a monthly-return correlation of 0.63, 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, BGX or VXUS?

BGX yields 7.92% while VXUS yields 2.51%, so BGX currently pays the higher dividend yield.

Is VXUS better than BGX?

VXUS has a lower expense ratio. 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.