BINV vs VOO

BINV vs VOO

Which is better, BINV or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. BINV led over 3Y, VOO over 1Y and the full window. BINV is less concentrated, with 24.0% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: BINV

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

MetricBINVVOO
Expense Ratio0.70%0.03%Best
AUM$534M$997.4B
Dividend Yield2.06%1.04%
Holdings71509
YTD Return+8.41%+12.37%Best
1Y Return+15.56%+16.61%Best
3Y Return (annualized)+22.68%Best+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)12.5%12.4%Best
Max Drawdown-14.9%Best-18.7%
$10,000 over 3 years$18,464$18,827Best
Top 10 Weight24.0%Best37.6%
Fund FamilyBrandes Investment PartnersVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 3, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 5, 2023 to Sep 18, 2026 (3 years).

BINV vs VOO 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 3 years both funds cover.

BINV vs VOO Performance

Brandes International ETF (BINV) is an ETF from Brandes Investment Partners and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BINV returned +15.56% while VOO returned +16.61%. Year to date, BINV is up 8.41% versus a gain of 12.37% for VOO.

Over three years, BINV compounded at +22.68% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BINV has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 12.4% 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 -14.9% for BINV and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BINV charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BINV currently yields 2.06% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 68 holdings in BINV and 494 in VOO, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 68 positions we hold weights for in BINV and 494 in VOO, against full books of 71 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for BINV (99.2% of the fund), and 13 for BINV that do not appear in VOO (15.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

BINVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BINV or VOO?

BINV has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, BINV or VOO?

Over the past year BINV returned +15.56% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BINV or VOO?

BINV has been the more volatile fund at 12.5% annualized versus 12.4% for VOO. Worst drawdown: BINV -14.9% vs VOO -18.7%.

Should I hold both BINV and VOO?

BINV and VOO have a monthly-return correlation of 0.41, 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, BINV or VOO?

BINV yields 2.06% while VOO yields 1.04%, so BINV currently pays the higher dividend yield.

Is VOO better than BINV?

VOO has a lower expense ratio. BINV led over 3Y, VOO over 1Y and the full window. BINV is less concentrated, with 24.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.