BWZ vs VXUS
State Street SPDR Bloomberg Short Term International Treasury Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | BWZ | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.05% | |
| AUM | $264M | $156.5B | |
| Dividend Yield | 2.11% | 2.60% | |
| Holdings | 291 | 8,747 | |
| YTD Return | +0.57% | +14.07% | |
| 1Y Return | +0.34% | +27.24% | |
| 3Y Return (annualized) | +2.91% | +19.27% | |
| 5Y Return (annualized) | -1.27% | +9.14% | |
| Volatility (annualized) | 7.4% | 15.1% | |
| Max Drawdown | -37.9% | -39.9% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 15, 2009 | Jan 26, 2011 |
BWZ vs VXUS Performance
State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) is a ETF from SPDR State Street Global Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BWZ returned +0.34% while VXUS returned +27.24%. Year to date, BWZ is up 0.57% versus a gain of 14.07% for VXUS.
Over three years, BWZ compounded at +2.91% per year against +19.27% for VXUS; over five years the annualized figures are -1.27% and +9.14% respectively. Across the full 16-year window we track, VXUS has the edge at +4.83% annualized vs -0.65%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.4% for BWZ. 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 -37.9% for BWZ 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BWZ charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, BWZ currently yields 2.11% against 2.60% for VXUS.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BWZ or VXUS?
BWZ has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, BWZ or VXUS?
Over the past year BWZ returned +0.34% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), BWZ annualized -0.65% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, BWZ or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 7.4% for BWZ. Worst drawdown: BWZ -37.9% vs VXUS -39.9%.
Should I hold both BWZ and VXUS?
BWZ and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BWZ and VXUS?
BWZ and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 7864 unique securities.
Which pays a higher dividend, BWZ or VXUS?
BWZ yields 2.11% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.