BSV vs VWO

BSV vs VWO

Which is better, BSV or VWO?

Short Term Bond against Large Cap Blend.

BSV has a lower expense ratio. VWO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BSVHigher Returns: VWO

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

MetricBSVVWO
Expense Ratio0.03%Best0.06%
AUM$45.6B$122.0B
Dividend Yield4.01%2.29%
Holdings3,2056,334
YTD Return-0.02%+11.44%Best
1Y Return+1.15%+15.43%Best
3Y Return (annualized)+4.29%+18.77%Best
5Y Return (annualized)+1.48%+7.21%Best
Volatility (annualized)2.4%Best20.3%
Max Drawdown-9.0%Best-68.3%
$10,000 over 5 years$10,762$14,164Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Blend
InceptionApr 3, 2007Mar 4, 2005

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 21, 2026 (19.4 years).

BSV vs VWO 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 19.4 years both funds cover.

BSV vs VWO Performance

Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and Vanguard FTSE Emerging Markets ETF (VWO) is an ETF from Vanguard (US). Over the past year BSV returned +1.15% while VWO returned +15.43%. Year to date, BSV is down 0.02% versus a gain of 11.44% for VWO.

Over three years, BSV compounded at +4.29% per year against +18.77% for VWO; over five years the annualized figures are +1.48% and +7.21% respectively. Across the full 19-year window we track, VWO has the edge at +2.93% annualized vs +0.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VWO has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 2.4% for BSV. 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 -9.0% for BSV and -68.3% for VWO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.20. They move largely independently of each other.

Fees and Cost Over Time

BSV charges 0.03% per year while VWO charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, BSV currently yields 4.01% against 2.29% for VWO.

Holdings Overlap

We hold position weights for 1,013 holdings in BSV and 4,688 in VWO, totalling 63.3% and 89.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 1,013 positions we hold weights for in BSV and 4,688 in VWO, against full books of 3,205 and 6,334.

Top Shared Holdings

StockWeight in BSVWeight in VWODifference
SAN:MABanco Santander, S.A Sponsored Adr - Sponsored (1 Ads : 1 Ordinary)0.01%0.01%0.00%

You are not choosing between two funds in isolation.

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

BSVVWO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSV or VWO?

BSV has an expense ratio of 0.03% while VWO charges 0.06%. BSV is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, BSV or VWO?

Over the past year BSV returned +1.15% vs +15.43% for VWO, so VWO leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.89% vs +2.93% for VWO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSV or VWO?

VWO has been the more volatile fund at 20.3% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs VWO -68.3%.

Should I hold both BSV and VWO?

BSV and VWO have a monthly-return correlation of 0.20, 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, BSV or VWO?

BSV yields 4.01% while VWO yields 2.29%, so BSV currently pays the higher dividend yield.

Is VWO better than BSV?

BSV has a lower expense ratio. VWO 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.