BLES vs VXUS

BLES vs VXUS

Which is better, BLES or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. BLES led over the full window, VXUS over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VXUSHigher 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

MetricBLESVXUS
Expense Ratio0.60%0.05%Best
AUM$166M$158.1B
Dividend Yield1.75%2.51%
Holdings4208,747
YTD Return+10.51%+12.34%Best
1Y Return+14.35%+19.73%Best
3Y Return (annualized)+17.11%+20.91%Best
5Y Return (annualized)+7.87%+9.46%Best
Volatility (annualized)17.5%15.2%Best
Max Drawdown-40.4%-39.9%Best
$10,000 over 5 years$14,605$15,714Best
Fund FamilyInspire ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 27, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 28, 2017 to Sep 29, 2026 (9.6 years).

BLES 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 9.6 years both funds cover.

BLES vs VXUS Performance

Inspire Global Hope ETF (BLES) is an ETF from Inspire ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BLES returned +14.35% while VXUS returned +19.73%. Year to date, BLES is up 10.51% versus a gain of 12.34% for VXUS.

Over three years, BLES compounded at +17.11% per year against +20.91% for VXUS; over five years the annualized figures are +7.87% and +9.46% respectively. Across the full 10-year window we track, BLES has the edge at +8.88% annualized vs +7.99%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BLES has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.2% 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 -40.4% for BLES 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BLES charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, BLES currently yields 1.75% against 2.51% for VXUS.

Holdings Overlap

BLES already in VXUS36.7%

At least 36.7% of BLES'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.

The two portfolios partly overlap.

146 positions in common, counted across the 399 positions we hold weights for in BLES and 8,082 in VXUS, against full books of 420 and 8,747.

Top Shared Holdings

StockWeight in BLESWeight in VXUSDifference
MKLMarkel Group Inc0.22%0.76%0.54%
CBA:AUCommonwealth Bank Of Australia0.24%0.47%0.23%
FP:PATotal Se0.26%0.38%0.12%
BHP:AUBhp Group Ltd0.28%0.31%0.03%
IBE:MAIberdrola S.A.0.22%0.37%0.15%
6857:JPAdvantest Corp0.26%0.32%0.06%
ABBN:SMAbb Ltd.[Abbn]0.22%0.34%0.12%
ISP:MIIntesa Sanpaolo SpA Shs0.28%0.26%0.02%
CNQ:CACanadian Natural Resources Ltd0.29%0.22%0.07%
AEM:CAAgnico Eagle Mines Ltd0.32%0.17%0.15%

36.7% of BLES 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.

BLESVXUS

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Frequently Asked Questions

Which is cheaper, BLES or VXUS?

BLES has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, BLES or VXUS?

Over the past year BLES returned +14.35% vs +19.73% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), BLES annualized +8.88% vs +7.99% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BLES or VXUS?

BLES has been the more volatile fund at 17.5% annualized versus 15.2% for VXUS. Worst drawdown: BLES -40.4% vs VXUS -39.9%.

Should I hold both BLES and VXUS?

BLES and VXUS have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BLES and VXUS?

At least 36.7% of BLES's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 146 positions in common, counted across the 399 positions we hold weights for in BLES and 8,082 in VXUS.

Which pays a higher dividend, BLES or VXUS?

BLES yields 1.75% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than BLES?

VXUS has a lower expense ratio. BLES led over the full window, VXUS over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.