BSMV vs VXUS
Invesco BulletShares 2031 Municipal Bond ETF vs Vanguard Total International Stock ETF
Which is better, BSMV or VXUS?
Municipal 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 | BSMV | VXUS |
|---|---|---|
| Expense Ratio | 0.18% | 0.05%Best |
| AUM | $191M | $158.1B |
| Dividend Yield | 2.98% | 2.51% |
| Holdings | 1,474 | 8,747 |
| YTD Return | -2.24% | +14.49%Best |
| 1Y Return | -1.23% | +21.52%Best |
| 3Y Return (annualized) | +2.83% | +20.55%Best |
| 5Y Return (annualized) | -1.27% | +9.57%Best |
| Volatility (annualized) | 8.2%Best | 15.2% |
| Max Drawdown | -20.7%Best | -28.9% |
| $10,000 over 5 years | $9,381 | $15,793Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Tax Preferred | Equity |
| Style | Municipal Bond | Large Cap Blend |
| Inception | Sep 15, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2021 to Sep 21, 2026 (4.9 years).
BSMV 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 4.9 years both funds cover.
BSMV vs VXUS Performance
Invesco BulletShares 2031 Municipal Bond ETF (BSMV) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BSMV returned -1.23% while VXUS returned +21.52%. Year to date, BSMV is down 2.24% versus a gain of 14.49% for VXUS.
Over three years, BSMV compounded at +2.83% per year against +20.55% for VXUS; over five years the annualized figures are -1.27% and +9.57% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 8.2% for BSMV. 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 -20.7% for BSMV and -28.9% 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSMV charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, BSMV currently yields 2.98% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 420 holdings in BSMV and 8,082 in VXUS, totalling 27.4% and 88.8% 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 420 positions we hold weights for in BSMV and 8,082 in VXUS, against full books of 1,474 and 8,747.
You are not choosing between two funds in isolation.
Whichever of BSMV 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, BSMV or VXUS?
BSMV has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, BSMV or VXUS?
Over the past year BSMV returned -1.23% vs +21.52% 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, BSMV or VXUS?
VXUS has been the more volatile fund at 15.2% annualized versus 8.2% for BSMV. Worst drawdown: BSMV -20.7% vs VXUS -28.9%.
Should I hold both BSMV and VXUS?
BSMV and VXUS have a monthly-return correlation of 0.77, 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, BSMV or VXUS?
BSMV yields 2.98% while VXUS yields 2.51%, so BSMV currently pays the higher dividend yield.
Is VXUS better than BSMV?
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.