BGY vs VXUS

BGY vs VXUS

Which is better, BGY or VXUS?

VXUS has been ahead.

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

MetricBGYVXUS
Expense Ratio0.99%0.05%Best
AUM$590M$158.1B
Dividend Yield8.06%2.59%
Holdings1278,747
YTD Return+6.37%+15.57%Best
1Y Return+12.62%+27.46%Best
3Y Return (annualized)+13.27%+20.30%Best
5Y Return (annualized)+6.39%+8.96%Best
Volatility (annualized)16.0%15.0%Best
Max Drawdown-64.1%-39.9%Best
$10,000 over 5 years$13,630$15,358Best
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 25, 2007Jan 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 3, 2026 (15.6 years).

BGY 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.

BGY vs VXUS Performance

BlackRock Enhanced International Dividend Trust (BGY) is an ETF from BlackRock, Inc. (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BGY returned +12.62% while VXUS returned +27.46%. Year to date, BGY is up 6.37% versus a gain of 15.57% for VXUS.

Over three years, BGY compounded at +13.27% per year against +20.30% for VXUS; over five years the annualized figures are +6.39% and +8.96% respectively. Across the full 16-year window we track, VXUS has the edge at +4.90% annualized vs -0.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BGY has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.0% for VXUS. 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 -64.1% for BGY 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BGY charges 0.99% per year while VXUS charges 0.05%. On a $10,000 position that is $99 vs $5 annually, a gap of $94 per year that compounds over a long holding period. On income, BGY currently yields 8.06% against 2.59% for VXUS.

Holdings Overlap

BGY already in VXUS46.2%

At least 46.2% of BGY's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 91 days apart, BGY as of Mar 31, 2026 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.

24 positions in common, counted across the 48 positions we hold weights for in BGY and 8,094 in VXUS, against full books of 127 and 8,747.

Top Shared Holdings

StockWeight in BGYWeight in VXUSDifference
000660:KRSk Hynix2.22%2.17%0.05%
AZN:LNAstraZeneca PLC3.28%0.62%2.66%
6758:JPSony Corp3.21%0.26%2.95%
BATS:LNBritish American Tobacco Plc Common Stock GBP 252.99%0.28%2.71%
RD:CAThe Toronto-Dominion Bank2.67%0.45%2.22%
KPN:ASKoninklijke KPN NV2.66%0.04%2.62%
SCHN:PASchneider Electric Se2.00%0.39%1.61%
ASSA.B:STAssa Abloy Ab Cl B2.23%0.08%2.15%
2454:TWMediaTek Inc ORD TWD101.84%0.44%1.40%
ATCO.A:STAtlas Copco Ab, Class a2.05%0.12%1.93%

46.2% of BGY is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BGYVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BGY or VXUS?

BGY has an expense ratio of 0.99% while VXUS charges 0.05%. VXUS is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, BGY or VXUS?

Over the past year BGY returned +12.62% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), BGY annualized -0.69% vs +4.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BGY or VXUS?

BGY has been the more volatile fund at 16.0% annualized versus 15.0% for VXUS. Worst drawdown: BGY -64.1% vs VXUS -39.9%.

Should I hold both BGY and VXUS?

BGY and VXUS have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BGY and VXUS?

At least 46.2% of BGY's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 24 positions in common, counted across the 48 positions we hold weights for in BGY and 8,094 in VXUS.

Which pays a higher dividend, BGY or VXUS?

BGY yields 8.06% while VXUS yields 2.59%, so BGY currently pays the higher dividend yield.

Is VXUS better than BGY?

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.