BLUI vs VXUS

BLUI vs VXUS

Which is better, BLUI or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y 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

MetricBLUIVXUS
Expense Ratio0.75%0.05%Best
AUM$112M$158.1B
Dividend Yield5.10%2.51%
Holdings88,747
YTD Return+3.10%+12.21%Best
1Y Return+3.96%+19.22%Best
3Y Return (annualized)-+19.10%
5Y Return (annualized)-+8.63%
Volatility (annualized)3.1%Best13.3%
Max Drawdown-2.4%Best-11.3%
$10,000 over 1.2 years$10,693$13,003Best
Fund FamilyBluemonte Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 20, 2025Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 16, 2026 (1.2 years).

BLUI 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 1.2 years both funds cover.

BLUI vs VXUS Performance

Bluemonte Diversified Income ETF (BLUI) is an ETF from Bluemonte Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BLUI returned +3.96% while VXUS returned +19.22%. Year to date, BLUI is up 3.10% versus a gain of 12.21% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 3.1% for BLUI. 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 -2.4% for BLUI and -11.3% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BLUI charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, BLUI currently yields 5.10% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 6 holdings in BLUI and 8,082 in VXUS, totalling 79.7% and 88.8% 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 6 positions we hold weights for in BLUI and 8,082 in VXUS, against full books of 8 and 8,747.

You are not choosing between two funds in isolation.

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

BLUIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLUI or VXUS?

BLUI has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option, by $70 a year on a $10,000 investment.

Which performed better, BLUI or VXUS?

Over the past year BLUI returned +3.96% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), BLUI annualized +5.74% vs +24.46% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BLUI or VXUS?

VXUS has been the more volatile fund at 13.3% annualized versus 3.1% for BLUI. Worst drawdown: BLUI -2.4% vs VXUS -11.3%.

Should I hold both BLUI and VXUS?

BLUI and VXUS have a monthly-return correlation of 0.70, 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, BLUI or VXUS?

BLUI yields 5.10% while VXUS yields 2.51%, so BLUI currently pays the higher dividend yield.

Is VXUS better than BLUI?

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