BPH vs VXUS

BPH vs VXUS

Which is better, BPH or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. BPH led over 1Y, VXUS over the full window.

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

MetricBPHVXUS
Expense Ratio0.19%0.05%Best
AUM$2M$158.1B
Dividend Yield2.70%2.51%
Holdings28,747
YTD Return+30.90%Best+13.64%
1Y Return+39.77%Best+20.82%
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)34.1%11.6%Best
Max Drawdown-26.3%-13.6%Best
$10,000 over 1.7 years$14,368$15,186Best
Fund FamilyADRHVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 3, 2025Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 7, 2025 to Sep 17, 2026 (1.7 years).

BPH 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 1.7 years both funds cover.

BPH vs VXUS Performance

BP P.L.C. ADRhedged (BPH) is an ETF from ADRH and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BPH returned +39.77% while VXUS returned +20.82%. Year to date, BPH is up 30.90% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BPH has been the more volatile fund, with annualized monthly volatility of 34.1% compared with 11.6% 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 -26.3% for BPH and -13.6% 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 -0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BPH charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, BPH currently yields 2.70% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 2 holdings in BPH and 8,082 in VXUS, totalling 99.9% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 2 positions we hold weights for in BPH and 8,082 in VXUS, against full books of 2 and 8,747.

Top Shared Holdings

StockWeight in BPHWeight in VXUSDifference
BP:LNBp Plc98.09%0.26%97.83%

You are not choosing between two funds in isolation.

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

BPHVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BPH or VXUS?

BPH has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, BPH or VXUS?

Over the past year BPH returned +39.77% vs +20.82% for VXUS, so BPH leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +23.76% vs +27.86% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BPH or VXUS?

BPH has been the more volatile fund at 34.1% annualized versus 11.6% for VXUS. Worst drawdown: BPH -26.3% vs VXUS -13.6%.

Should I hold both BPH and VXUS?

BPH and VXUS have a monthly-return correlation of -0.45, 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, BPH or VXUS?

BPH yields 2.70% while VXUS yields 2.51%, so BPH currently pays the higher dividend yield.

Is VXUS better than BPH?

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