BWG vs VXUS
BrandywineGLOBAL Global Income Opportunities Fund Inc vs Vanguard Total International Stock ETF
Which is better, BWG or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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 | BWG | VXUS |
|---|---|---|
| Expense Ratio | 2.66% | 0.05%Best |
| AUM | $142M | $158.1B |
| Dividend Yield | 11.29% | 2.59% |
| Holdings | 102 | 8,747 |
| YTD Return | -1.64% | +15.57%Best |
| 1Y Return | -1.75% | +27.46%Best |
| 3Y Return (annualized) | +10.78% | +20.30%Best |
| 5Y Return (annualized) | +0.98% | +8.96%Best |
| Volatility (annualized) | 15.5% | 14.4%Best |
| Max Drawdown | -58.8% | -39.9%Best |
| $10,000 over 5 years | $10,500 | $15,358Best |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Mar 28, 2012 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 28, 2012 to Sep 3, 2026 (14.4 years).
BWG vs VXUS 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 14.4 years both funds cover.
BWG vs VXUS Performance
BrandywineGLOBAL Global Income Opportunities Fund Inc (BWG) is an ETF from Franklin Templeton Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BWG returned -1.75% while VXUS returned +27.46%. Year to date, BWG is down 1.64% versus a gain of 15.57% for VXUS.
Over three years, BWG compounded at +10.78% per year against +20.30% for VXUS; over five years the annualized figures are +0.98% and +8.96% respectively. Across the full 14-year window we track, VXUS has the edge at +5.88% annualized vs -2.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BWG has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.4% 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 -58.8% for BWG and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWG charges 2.66% per year while VXUS charges 0.05%. On a $10,000 position that is $266 vs $5 annually, a gap of $261 per year that compounds over a long holding period. On income, BWG currently yields 11.29% against 2.59% for VXUS.
Holdings Overlap
We hold position weights for 57 holdings in BWG and 8,094 in VXUS, totalling 57.2% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 57 positions we hold weights for in BWG and 8,094 in VXUS, against full books of 102 and 8,747.
You are not choosing between two funds in isolation.
Whichever of BWG and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWG or VXUS?
BWG has an expense ratio of 2.66% while VXUS charges 0.05%. VXUS is the cheaper option, by $261 a year on a $10,000 investment.
Which performed better, BWG or VXUS?
Over the past year BWG returned -1.75% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), BWG annualized -2.37% vs +5.88% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWG or VXUS?
BWG has been the more volatile fund at 15.5% annualized versus 14.4% for VXUS. Worst drawdown: BWG -58.8% vs VXUS -39.9%.
Should I hold both BWG and VXUS?
BWG and VXUS have a monthly-return correlation of 0.77, 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, BWG or VXUS?
BWG yields 11.29% while VXUS yields 2.59%, so BWG currently pays the higher dividend yield.
Is VXUS better than BWG?
VXUS has a lower expense ratio. VXUS 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.