BWET vs VXUS

Quick Verdict

VXUS has a lower expense ratio. BWET delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: BWETMore Diversified: VXUS

Side-by-Side Comparison

MetricBWETVXUSWinner
Expense Ratio3.50%0.05%
AUM$33M$156.5B
Dividend Yield0.00%2.60%
Holdings128,747
YTD Return+1875.43%+15.24%
1Y Return+3140.87%+26.32%
3Y Return (annualized)+167.08%+19.85%
5Y Return (annualized)-+9.23%
Volatility (annualized)96.6%15.1%
Max Drawdown-56.9%-39.9%
Fund FamilyETFMGVanguard (US)
CategoryAlternativeEquity
InceptionMay 1, 2023Jan 26, 2011

BWET vs VXUS Performance

Breakwave Tanker Shipping ETF (BWET) is a ETF from ETFMG and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BWET returned +3140.87% while VXUS returned +26.32%. Year to date, BWET is up 1875.43% versus a gain of 15.24% for VXUS.

Over three years, BWET compounded at +167.08% per year against +19.85% for VXUS. Across the full 3-year window we track, BWET has the edge at +171.79% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BWET has been the more volatile fund, with annualized monthly volatility of 96.6% compared with 15.1% 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 -56.9% for BWET 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BWET charges 3.50% per year while VXUS charges 0.05%. On a $10,000 position that is $350 vs $5 annually, a gap of $345 per year that compounds over a long holding period. On income, BWET currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

BWET and VXUS share 0 holdings out of 7862 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, BWET or VXUS?

BWET has an expense ratio of 3.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $345 per year of difference.

Which performed better, BWET or VXUS?

Over the past year BWET returned +3140.87% vs +26.32% for VXUS, so BWET leads on 1-year performance. Over the longest common window we track (3 years), BWET annualized +171.79% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, BWET or VXUS?

BWET has been the more volatile fund at 96.6% annualized versus 15.1% for VXUS. Worst drawdown: BWET -56.9% vs VXUS -39.9%.

Should I hold both BWET and VXUS?

BWET and VXUS have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BWET and VXUS?

BWET and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, BWET or VXUS?

BWET yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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