BXSL vs VOO

BXSL vs VOO

Which is better, BXSL or VOO?

Bank Loan against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBXSLVOO
Expense Ratio11.03%0.03%Best
AUM-$997.4B
Dividend Yield-1.04%
Holdings1509
YTD Return+0.18%+14.14%Best
1Y Return+3.42%+17.31%Best
3Y Return (annualized)+7.26%+23.16%Best
5Y Return (annualized)+8.73%+13.85%Best
Volatility (annualized)17.3%15.6%Best
Max Drawdown-36.8%-24.5%Best
$10,000 over 5 years$15,197$19,128Best
Fund FamilyThe Blackstone Group IncVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Blend
InceptionMar 26, 2018Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 28, 2021 to Sep 21, 2026 (4.9 years).

BXSL 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 4.9 years both funds cover.

BXSL vs VOO Performance

Blackstone Secured Lending Fund (BXSL) is an ETF from The Blackstone Group Inc and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BXSL returned +3.42% while VOO returned +17.31%. Year to date, BXSL is up 0.18% versus a gain of 14.14% for VOO.

Over three years, BXSL compounded at +7.26% per year against +23.16% for VOO; over five years the annualized figures are +8.73% and +13.85% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BXSL has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 15.6% 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 -36.8% for BXSL and -24.5% 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 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BXSL charges 11.03% per year while VOO charges 0.03%. On a $10,000 position that is $1103 vs $3 annually, a gap of $1100 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 1 holding in BXSL and 494 in VOO, totalling 0.0% and 99.5% 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 1 positions we hold weights for in BXSL and 494 in VOO, against full books of 1 and 509.

You are not choosing between two funds in isolation.

Whichever of BXSL and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BXSLVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BXSL or VOO?

BXSL has an expense ratio of 11.03% while VOO charges 0.03%. VOO is the cheaper option, by $1100 a year on a $10,000 investment.

Which performed better, BXSL or VOO?

Over the past year BXSL returned +3.42% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BXSL or VOO?

BXSL has been the more volatile fund at 17.3% annualized versus 15.6% for VOO. Worst drawdown: BXSL -36.8% vs VOO -24.5%.

Should I hold both BXSL and VOO?

BXSL and VOO have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Is VOO better than BXSL?

VOO has a lower expense ratio. VOO 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.