BSGT vs VTI
Invesco BulletShares 2029 Treasury Bond ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BSGT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $2M | $666.9B | |
| Dividend Yield | 0.47% | 1.07% | |
| Holdings | 31 | 3,543 | |
| YTD Return | +0.53% | +13.14% | |
| 1Y Return | - | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -0.5% | -56.6% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 10, 2026 | May 24, 2001 |
BSGT vs VTI Performance
Invesco BulletShares 2029 Treasury Bond ETF (BSGT) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BSGT is up 0.53% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.5% for BSGT and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BSGT charges 0.07% per year while VTI charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, BSGT currently yields 0.47% against 1.07% for VTI.
Holdings Overlap
BSGT and VTI share 0 holdings out of 2818 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, BSGT or VTI?
BSGT has an expense ratio of 0.07% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
What is the holdings overlap between BSGT and VTI?
BSGT and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2818 unique securities.
Which pays a higher dividend, BSGT or VTI?
BSGT yields 0.47% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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