BKLC vs VXUS

BKLC vs VXUS

Which is better, BKLC or VXUS?

Each has led over a different period.

BKLC has a lower expense ratio. BKLC led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: BKLCHigher Returns: split

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

MetricBKLCVXUS
Expense Ratio0.00%Best0.05%
AUM$5.7B$158.1B
Dividend Yield1.55%2.51%
Holdings5118,747
YTD Return+14.22%+14.49%Best
1Y Return+17.10%+21.52%Best
3Y Return (annualized)+23.81%Best+20.55%
5Y Return (annualized)+13.98%Best+9.57%
Volatility (annualized)15.8%14.7%Best
Max Drawdown-26.1%Best-29.4%
$10,000 over 5 years$19,237Best$15,793
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 7, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 9, 2020 to Sep 21, 2026 (6.5 years).

BKLC 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 6.5 years both funds cover.

BKLC vs VXUS Performance

BNY Mellon US Large Cap Core Equity ETF (BKLC) is an ETF from BNY Mellon Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BKLC returned +17.10% while VXUS returned +21.52%. Year to date, BKLC is up 14.22% versus a gain of 14.49% for VXUS.

Over three years, BKLC compounded at +23.81% per year against +20.55% for VXUS; over five years the annualized figures are +13.98% and +9.57% respectively. Across the full 7-year window we track, BKLC has the edge at +18.93% annualized vs +14.13%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKLC has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.7% 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 -26.1% for BKLC and -29.4% 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKLC charges 0.00% per year while VXUS charges 0.05%. On a $10,000 position that is $0 vs $5 annually, a gap of $5 per year that compounds over a long holding period. On income, BKLC currently yields 1.55% against 2.51% for VXUS.

Holdings Overlap

BKLC already in VXUS0.3%

At least 0.3% of BKLC's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

7 positions in common, counted across the 495 positions we hold weights for in BKLC and 8,082 in VXUS, against full books of 511 and 8,747.

Top Shared Holdings

StockWeight in BKLCWeight in VXUSDifference
MKLMarkel Group Inc0.04%0.76%0.72%
SUNBSunbelt Rentals0.04%0.07%0.03%
HBANHuntington Bancshares Inc./Oh0.05%0.05%0.00%
AMRZ:SMAmrize Ltd Ordinary Shares0.03%0.06%0.03%
SRESempra Common Stock0.08%0.00%0.08%
HALHalliburton Co.0.05%0.02%0.03%
KRKroger Co.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

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

BKLCVXUS

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Frequently Asked Questions

Which is cheaper, BKLC or VXUS?

BKLC has an expense ratio of 0.00% while VXUS charges 0.05%. BKLC is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, BKLC or VXUS?

Over the past year BKLC returned +17.10% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), BKLC annualized +18.93% vs +14.13% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKLC or VXUS?

BKLC has been the more volatile fund at 15.8% annualized versus 14.7% for VXUS. Worst drawdown: BKLC -26.1% vs VXUS -29.4%.

Should I hold both BKLC and VXUS?

BKLC and VXUS have a monthly-return correlation of 0.79, 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, BKLC or VXUS?

BKLC yields 1.55% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than BKLC?

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