BSCX 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

MetricBSCXVXUSWinner
Expense Ratio0.10%0.05%
AUM$1.0B$156.5B
Dividend Yield4.88%2.60%
Holdings2838,747
YTD Return-0.13%+14.57%
1Y Return+2.66%+27.82%
3Y Return (annualized)+6.93%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)6.7%15.1%
Max Drawdown-4.7%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 20, 2023Jan 26, 2011

BSCX vs VXUS Performance

Invesco BulletShares 2033 Corporate Bond ETF (BSCX) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BSCX returned +2.66% while VXUS returned +27.82%. Year to date, BSCX is down 0.13% versus a gain of 14.57% for VXUS.

Over three years, BSCX compounded at +6.93% per year against +19.27% for VXUS. Across the full 3-year window we track, BSCX has the edge at +6.93% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.7% for BSCX. 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 -4.7% for BSCX 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCX 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, BSCX currently yields 4.88% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

BSCX and VXUS share 0 holdings out of 8093 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BSCX or VXUS?

BSCX has an expense ratio of 0.10% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, BSCX or VXUS?

Over the past year BSCX returned +2.66% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BSCX annualized +6.93% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BSCX or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 6.7% for BSCX. Worst drawdown: BSCX -4.7% vs VXUS -39.9%.

Should I hold both BSCX and VXUS?

BSCX and VXUS have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCX and VXUS?

BSCX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8093 unique securities.

Which pays a higher dividend, BSCX or VXUS?

BSCX yields 4.88% while VXUS yields 2.60%, so BSCX currently pays the higher dividend yield.

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