BPH vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricBPHVXUSWinner
Expense Ratio0.19%0.05%
AUM$2M$156.5B
Dividend Yield2.70%2.60%
Holdings28,747
YTD Return+17.47%+14.57%
1Y Return+25.57%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)35.4%15.1%
Max Drawdown-26.3%-39.9%
Fund FamilyADRHVanguard (US)
CategoryAlternativeEquity
InceptionJan 3, 2025Jan 26, 2011

BPH vs VXUS Performance

BP P.L.C. ADRhedged (BPH) is a ETF from ADRH and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BPH returned +25.57% while VXUS returned +27.82%. Year to date, BPH is up 17.47% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

BPH has been the more volatile fund, with annualized monthly volatility of 35.4% compared with 15.1% 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

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 2.60% for VXUS.

Holdings Overlap

0.2%overlap

BPH and VXUS share 1 holdings out of 7861 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BPHWeight in VXUSDifference
BP99.00%0.23%98.77%

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. On a $10,000 investment, that is $14 per year of difference.

Which performed better, BPH or VXUS?

Over the past year BPH returned +25.57% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +17.33% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BPH or VXUS?

BPH has been the more volatile fund at 35.4% annualized versus 15.1% for VXUS. Worst drawdown: BPH -26.3% vs VXUS -39.9%.

Should I hold both BPH and VXUS?

BPH and VXUS have a monthly-return correlation of -0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BPH and VXUS?

BPH and VXUS share 1 common holdings with a 0.2% weight overlap. Combined, they hold 7861 unique securities.

Which pays a higher dividend, BPH or VXUS?

BPH yields 2.70% while VXUS yields 2.60%, so BPH currently pays the higher dividend yield.

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