BSR vs VXUS
Beacon Unified Catalyst ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | BSR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.05% | |
| AUM | $35M | $158.1B | |
| Dividend Yield | 2.83% | 2.59% | |
| Holdings | 14 | 8,747 | |
| YTD Return | +4.66% | +13.56% | |
| 1Y Return | +8.54% | +24.30% | |
| 3Y Return (annualized) | +8.20% | +20.24% | |
| 5Y Return (annualized) | - | +9.37% | |
| Volatility (annualized) | 9.6% | 15.1% | |
| Max Drawdown | -15.7% | -39.9% | |
| Fund Family | Beacon Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | Jan 26, 2011 |
BSR vs VXUS Performance
Beacon Unified Catalyst ETF (BSR) is a ETF from Beacon Capital Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BSR returned +8.54% while VXUS returned +24.30%. Year to date, BSR is up 4.66% versus a gain of 13.56% for VXUS.
Over three years, BSR compounded at +8.20% per year against +20.24% for VXUS. Across the full 3-year window we track, BSR has the edge at +7.89% annualized vs +4.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.6% for BSR. 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 -15.7% for BSR and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSR charges 1.09% per year while VXUS charges 0.05%. On a $10,000 position that is $109 vs $5 annually, a gap of $104 per year that compounds over a long holding period. On income, BSR currently yields 2.83% against 2.59% for VXUS.
Holdings Overlap
BSR and VXUS share 0 holdings out of 7896 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, BSR or VXUS?
BSR has an expense ratio of 1.09% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, BSR or VXUS?
Over the past year BSR returned +8.54% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BSR annualized +7.89% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, BSR or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 9.6% for BSR. Worst drawdown: BSR -15.7% vs VXUS -39.9%.
Should I hold both BSR and VXUS?
BSR and VXUS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSR and VXUS?
BSR and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7896 unique securities.
Which pays a higher dividend, BSR or VXUS?
BSR yields 2.83% while VXUS yields 2.59%, so BSR currently pays the higher dividend yield.
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