BUSA vs VOO
Brandes US Value ETF vs Vanguard S&P 500 ETF
Which is better, BUSA or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. BUSA led over 1Y, VOO over 3Y and the full window. BUSA is less concentrated, with 24.3% of the fund in its ten largest positions against 37.6%.
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 | BUSA | VOO |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $324M | $997.4B |
| Dividend Yield | 1.37% | 1.04% |
| Holdings | 65 | 509 |
| YTD Return | +10.06% | +12.37%Best |
| 1Y Return | +16.67%Best | +16.61% |
| 3Y Return (annualized) | +17.72% | +21.37%Best |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 12.5% | 12.4%Best |
| Max Drawdown | -14.2%Best | -18.7% |
| $10,000 over 3 years | $16,314 | $18,827Best |
| Top 10 Weight | 24.3%Best | 37.6% |
| Fund Family | Brandes Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 3, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 5, 2023 to Sep 18, 2026 (3 years).
BUSA vs VOO 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.
BUSA vs VOO Performance
Brandes US Value ETF (BUSA) is an ETF from Brandes Investment Partners and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BUSA returned +16.67% while VOO returned +16.61%. Year to date, BUSA is up 10.06% versus a gain of 12.37% for VOO.
Over three years, BUSA compounded at +17.72% per year against +21.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUSA has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 12.4% for VOO. 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 -14.2% for BUSA and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BUSA charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BUSA currently yields 1.37% against 1.04% for VOO.
Holdings Overlap
75.7% of BUSA's money is in holdings VOO also owns. 11.4% of VOO's money is in holdings BUSA also owns.
Most of BUSA is already inside VOO. Owning both mostly buys the same companies twice.
46 positions in common, counted across the 64 positions we hold weights for in BUSA and 494 in VOO, against full books of 65 and 509.
What only one of them owns
Our book lists 442 positions for VOO that do not appear in our book for BUSA (87.8% of the fund), and 15 for BUSA that do not appear in VOO (19.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BUSA | Weight in VOO | Difference |
|---|---|---|---|
| GOOGAlphabet Inc | 1.98% | 2.62% | 0.64% |
| MRKMerck & Company Inc | 2.97% | 0.50% | 2.47% |
| BACBank of America Corp.: Financials | 2.68% | 0.63% | 2.05% |
| BDXBecton Dickinson And Co. | 2.92% | 0.07% | 2.85% |
| CVXChevron Corp | 2.09% | 0.57% | 1.52% |
| CICigna Corp. | 2.52% | 0.11% | 2.41% |
| JPMJpmorgan Chase | 1.02% | 1.46% | 0.44% |
| WFCWells Fargo & Co. | 2.06% | 0.41% | 1.65% |
| TXTTextron Inc. | 2.39% | 0.02% | 2.37% |
| PFEPfizer Inc | 2.17% | 0.22% | 1.95% |
75.7% of BUSA is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BUSA or VOO?
BUSA has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, BUSA or VOO?
Over the past year BUSA returned +16.67% vs +16.61% for VOO, so BUSA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUSA or VOO?
BUSA has been the more volatile fund at 12.5% annualized versus 12.4% for VOO. Worst drawdown: BUSA -14.2% vs VOO -18.7%.
Should I hold both BUSA and VOO?
BUSA and VOO have a monthly-return correlation of 0.64, 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 BUSA and VOO?
75.7% of BUSA's money is in holdings VOO also owns. 11.4% of VOO's is in holdings BUSA also owns. They hold 46 positions in common, counted across the 64 positions we hold weights for in BUSA and 494 in VOO.
Which pays a higher dividend, BUSA or VOO?
BUSA yields 1.37% while VOO yields 1.04%, so BUSA currently pays the higher dividend yield.
Is VOO better than BUSA?
VOO has a lower expense ratio. BUSA led over 1Y, VOO over 3Y and the full window. BUSA is less concentrated, with 24.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.