BSJR vs VXUS
Invesco BulletShares 2027 High Yield Corporate Bond ETF vs Vanguard Total International Stock ETF
Which is better, BSJR or VXUS?
High Yield Bond against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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
| Metric | BSJR | VXUS |
|---|---|---|
| Expense Ratio | 0.42% | 0.05%Best |
| AUM | $904M | $158.1B |
| Dividend Yield | 5.51% | 2.51% |
| Holdings | 104 | 8,747 |
| YTD Return | +2.20% | +13.35%Best |
| 1Y Return | +3.36% | +22.44%Best |
| 3Y Return (annualized) | +7.50% | +19.44%Best |
| 5Y Return (annualized) | +3.28% | +8.82%Best |
| Volatility (annualized) | 8.8%Best | 16.2% |
| Max Drawdown | -23.3%Best | -35.1% |
| $10,000 over 5 years | $11,751 | $15,260Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Blend |
| Inception | Sep 12, 2019 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 12, 2019 to Sep 10, 2026 (7 years).
BSJR 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 7 years both funds cover.
BSJR vs VXUS Performance
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BSJR returned +3.36% while VXUS returned +22.44%. Year to date, BSJR is up 2.20% versus a gain of 13.35% for VXUS.
Over three years, BSJR compounded at +7.50% per year against +19.44% for VXUS; over five years the annualized figures are +3.28% and +8.82% respectively. Across the full 7-year window we track, VXUS has the edge at +9.97% annualized vs +3.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 8.8% for BSJR. 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 -23.3% for BSJR and -35.1% 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSJR charges 0.42% per year while VXUS charges 0.05%. On a $10,000 position that is $42 vs $5 annually, a gap of $37 per year that compounds over a long holding period. On income, BSJR currently yields 5.51% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 95 holdings in BSJR and 8,091 in VXUS, totalling 96.8% and 87.7% 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 95 positions we hold weights for in BSJR and 8,091 in VXUS, against full books of 104 and 8,747.
What only one of them owns
Measured across the 95 and 8,091 positions we hold weights for.
VXUS holds 44 positions BSJR does not, 2.4% of the fund.
Largest: SHEL 0.48%, IBDRY 0.37%, ASX 0.16%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%
You are not choosing between two funds in isolation.
Whichever of BSJR and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSJR or VXUS?
BSJR has an expense ratio of 0.42% while VXUS charges 0.05%. VXUS is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, BSJR or VXUS?
Over the past year BSJR returned +3.36% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), BSJR annualized +3.05% vs +9.97% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSJR or VXUS?
VXUS has been the more volatile fund at 16.2% annualized versus 8.8% for BSJR. Worst drawdown: BSJR -23.3% vs VXUS -35.1%.
Should I hold both BSJR and VXUS?
BSJR and VXUS have a monthly-return correlation of 0.78, 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, BSJR or VXUS?
BSJR yields 5.51% while VXUS yields 2.51%, so BSJR currently pays the higher dividend yield.
Is VXUS better than BSJR?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.