BSCW vs VXUS

BSCW vs VXUS

Which is better, BSCW or VXUS?

Long Term Bond against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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

MetricBSCWVXUS
Expense Ratio0.10%0.05%Best
AUM$1.5B$158.1B
Dividend Yield4.88%2.51%
Holdings3178,747
YTD Return-2.55%+12.88%Best
1Y Return-1.60%+19.97%Best
3Y Return (annualized)+5.69%+20.14%Best
5Y Return (annualized)-+8.87%
Volatility (annualized)7.8%Best13.8%
Max Drawdown-8.3%Best-13.6%
$10,000 over 4 years$11,884$19,165Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Blend
InceptionSep 8, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 8, 2022 to Sep 23, 2026 (4 years).

BSCW 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 4 years both funds cover.

BSCW vs VXUS Performance

Invesco BulletShares 2032 Corporate Bond ETF (BSCW) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BSCW returned -1.60% while VXUS returned +19.97%. Year to date, BSCW is down 2.55% versus a gain of 12.88% for VXUS.

Over three years, BSCW compounded at +5.69% per year against +20.14% for VXUS. Across the full 4-year window we track, VXUS has the edge at +17.66% annualized vs +4.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 7.8% for BSCW. 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 -8.3% for BSCW 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSCW charges 0.10% per year while VXUS charges 0.05%. On a $10,000 position that is $10 vs $5 annually, a gap of $5 per year that compounds over a long holding period. On income, BSCW currently yields 4.88% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 289 holdings in BSCW and 8,082 in VXUS, totalling 87.1% 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 289 positions we hold weights for in BSCW and 8,082 in VXUS, against full books of 317 and 8,747.

You are not choosing between two funds in isolation.

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

BSCWVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSCW or VXUS?

BSCW has an expense ratio of 0.10% while VXUS charges 0.05%. VXUS is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, BSCW or VXUS?

Over the past year BSCW returned -1.60% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), BSCW annualized +4.41% vs +17.66% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSCW or VXUS?

VXUS has been the more volatile fund at 13.8% annualized versus 7.8% for BSCW. Worst drawdown: BSCW -8.3% vs VXUS -13.6%.

Should I hold both BSCW and VXUS?

BSCW 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, BSCW or VXUS?

BSCW yields 4.88% while VXUS yields 2.51%, so BSCW currently pays the higher dividend yield.

Is VXUS better than BSCW?

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