BSJV vs VXUS

BSJV vs VXUS

Which is better, BSJV or VXUS?

High Yield 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

MetricBSJVVXUS
Expense Ratio0.42%0.05%Best
AUM$121M$158.1B
Dividend Yield6.68%2.51%
Holdings2158,747
YTD Return+0.55%+13.35%Best
1Y Return+2.32%+22.44%Best
3Y Return (annualized)+8.90%+19.44%Best
5Y Return (annualized)-+8.82%
Volatility (annualized)5.9%Best11.8%
Max Drawdown-4.7%Best-13.6%
$10,000 over 3 years$12,915$17,198Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionSep 20, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 20, 2023 to Sep 10, 2026 (3 years).

BSJV 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 3 years both funds cover.

BSJV vs VXUS Performance

Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BSJV returned +2.32% while VXUS returned +22.44%. Year to date, BSJV is up 0.55% versus a gain of 13.35% for VXUS.

Over three years, BSJV compounded at +8.90% per year against +19.44% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 5.9% for BSJV. 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 BSJV 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSJV 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, BSJV currently yields 6.68% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 151 holdings in BSJV and 8,091 in VXUS, totalling 59.1% 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 151 positions we hold weights for in BSJV and 8,091 in VXUS, against full books of 215 and 8,747.

You are not choosing between two funds in isolation.

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

BSJVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSJV or VXUS?

BSJV 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, BSJV or VXUS?

Over the past year BSJV returned +2.32% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSJV or VXUS?

VXUS has been the more volatile fund at 11.8% annualized versus 5.9% for BSJV. Worst drawdown: BSJV -4.7% vs VXUS -13.6%.

Should I hold both BSJV and VXUS?

BSJV and VXUS have a monthly-return correlation of 0.74, 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, BSJV or VXUS?

BSJV yields 6.68% while VXUS yields 2.51%, so BSJV currently pays the higher dividend yield.

Is VXUS better than BSJV?

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.