BULZ vs VXUS
MicroSectors FANG & Innovation 3x Leveraged ETN vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. BULZ delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | BULZ | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.05% | |
| AUM | $3.2B | $158.1B | |
| Dividend Yield | 0.00% | 2.59% | |
| Holdings | 0 | 8,747 | |
| YTD Return | +39.31% | +13.91% | |
| 1Y Return | +91.49% | +25.90% | |
| 3Y Return (annualized) | +67.41% | +19.76% | |
| 5Y Return (annualized) | +4.75% | +8.82% | |
| Volatility (annualized) | 94.5% | 15.0% | |
| Max Drawdown | -94.4% | -39.9% | |
| Fund Family | BMO Capital Markets | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 17, 2021 | Jan 26, 2011 |
BULZ vs VXUS Performance
MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) is a ETF from BMO Capital Markets and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BULZ returned +91.49% while VXUS returned +25.90%. Year to date, BULZ is up 39.31% versus a gain of 13.91% for VXUS.
Over three years, BULZ compounded at +67.41% per year against +19.76% for VXUS; over five years the annualized figures are +4.75% and +8.82% respectively. Across the full 5-year window we track, BULZ has the edge at +8.08% annualized vs +4.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULZ has been the more volatile fund, with annualized monthly volatility of 94.5% compared with 15.0% 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 -94.4% for BULZ 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BULZ charges 0.95% per year while VXUS charges 0.05%. On a $10,000 position that is $95 vs $5 annually, a gap of $90 per year that compounds over a long holding period. On income, BULZ currently yields 0.00% against 2.59% for VXUS.
Frequently Asked Questions
Which is cheaper, BULZ or VXUS?
BULZ has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $90 per year of difference.
Which performed better, BULZ or VXUS?
Over the past year BULZ returned +91.49% vs +25.90% for VXUS, so BULZ leads on 1-year performance. Over the longest common window we track (5 years), BULZ annualized +8.08% vs +4.80% for VXUS. Past performance does not guarantee future results.
Which is riskier, BULZ or VXUS?
BULZ has been the more volatile fund at 94.5% annualized versus 15.0% for VXUS. Worst drawdown: BULZ -94.4% vs VXUS -39.9%.
Should I hold both BULZ and VXUS?
BULZ and VXUS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BULZ or VXUS?
BULZ yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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