BSMC vs VXUS
Brandes US Small-Mid Cap Value ETF vs Vanguard Total International Stock ETF
Which is better, BSMC or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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 | BSMC | VXUS |
|---|---|---|
| Expense Ratio | 0.71% | 0.05%Best |
| AUM | $181M | $158.1B |
| Dividend Yield | 0.90% | 2.51% |
| Holdings | 73 | 8,747 |
| YTD Return | +10.90% | +12.82%Best |
| 1Y Return | +15.49% | +19.86%Best |
| 3Y Return (annualized) | +15.73% | +19.33%Best |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 13.6% | 11.7%Best |
| Max Drawdown | -19.1% | -13.6%Best |
| $10,000 over 3 years | $15,500 | $17,782Best |
| Fund Family | Brandes Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Oct 3, 2023 | Jan 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: Oct 6, 2023 to Sep 18, 2026 (3 years).
BSMC 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.
BSMC vs VXUS Performance
Brandes US Small-Mid Cap Value ETF (BSMC) is an ETF from Brandes Investment Partners and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BSMC returned +15.49% while VXUS returned +19.86%. Year to date, BSMC is up 10.90% versus a gain of 12.82% for VXUS.
Over three years, BSMC compounded at +15.73% per year against +19.33% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSMC has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.7% for VXUS. 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 -19.1% for BSMC 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
BSMC charges 0.71% per year while VXUS charges 0.05%. On a $10,000 position that is $71 vs $5 annually, a gap of $66 per year that compounds over a long holding period. On income, BSMC currently yields 0.90% against 2.51% for VXUS.
Holdings Overlap
At least 7.6% of BSMC's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
BSMC and VXUS share little of their money.
6 positions in common, counted across the 70 positions we hold weights for in BSMC and 8,082 in VXUS, against full books of 73 and 8,747.
Top Shared Holdings
| Stock | Weight in BSMC | Weight in VXUS | Difference |
|---|---|---|---|
| NICENice Ltd | 1.79% | 0.01% | 1.78% |
| HALHalliburton Co. | 1.46% | 0.02% | 1.44% |
| WPK:CAWinpak Ltd | 1.46% | 0.00% | 1.46% |
| SMGScotts Miracle-Gro Company | 1.00% | 0.00% | 1.00% |
| PHG:ASKoninklijke Philips Nv | 0.91% | 0.05% | 0.86% |
| EMBR3:BVEmbraer S.A. Sponsored Adr - Full Dividend (Representing 4 Non-Voting Pfd Shs) (1 Ads : 4 Ordinary) | 0.94% | 0.00% | 0.94% |
You are not choosing between two funds in isolation.
Whichever of BSMC 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, BSMC or VXUS?
BSMC has an expense ratio of 0.71% while VXUS charges 0.05%. VXUS is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, BSMC or VXUS?
Over the past year BSMC returned +15.49% vs +19.86% 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, BSMC or VXUS?
BSMC has been the more volatile fund at 13.6% annualized versus 11.7% for VXUS. Worst drawdown: BSMC -19.1% vs VXUS -13.6%.
Should I hold both BSMC and VXUS?
BSMC 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.
What is the holdings overlap between BSMC and VXUS?
At least 7.6% of BSMC's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 70 positions we hold weights for in BSMC and 8,082 in VXUS.
Which pays a higher dividend, BSMC or VXUS?
BSMC yields 0.90% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than BSMC?
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.