HYBL vs VXUS

HYBL vs VXUS

Which is better, HYBL or VXUS?

High Yield Bond against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricHYBLVXUS
Expense Ratio0.70%0.05%Best
AUM$576M$158.1B
Dividend Yield6.99%2.51%
Holdings6318,747
YTD Return-2.49%+12.88%Best
1Y Return-0.73%+19.97%Best
3Y Return (annualized)+6.46%+20.14%Best
5Y Return (annualized)-+8.87%
Volatility (annualized)5.2%Best15.3%
Max Drawdown-8.5%Best-25.2%
$10,000 over 4.6 years$12,234$15,902Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionFeb 16, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 17, 2022 to Sep 23, 2026 (4.6 years).

HYBL 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 4.6 years both funds cover.

HYBL vs VXUS Performance

State Street Blackstone High Income ETF (HYBL) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HYBL returned -0.73% while VXUS returned +19.97%. Year to date, HYBL is down 2.49% versus a gain of 12.88% for VXUS.

Over three years, HYBL compounded at +6.46% per year against +20.14% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 5.2% for HYBL. 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 -8.5% for HYBL and -25.2% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYBL charges 0.70% per year while VXUS charges 0.05%. On a $10,000 position that is $70 vs $5 annually, a gap of $65 per year that compounds over a long holding period. On income, HYBL currently yields 6.99% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 2 holdings in HYBL and 8,082 in VXUS, totalling 0.9% and 88.8% 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 2 positions we hold weights for in HYBL and 8,082 in VXUS, against full books of 631 and 8,747.

You are not choosing between two funds in isolation.

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

HYBLVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HYBL or VXUS?

HYBL has an expense ratio of 0.70% while VXUS charges 0.05%. VXUS is the cheaper option, by $65 a year on a $10,000 investment.

Which performed better, HYBL or VXUS?

Over the past year HYBL returned -0.73% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HYBL or VXUS?

VXUS has been the more volatile fund at 15.3% annualized versus 5.2% for HYBL. Worst drawdown: HYBL -8.5% vs VXUS -25.2%.

Should I hold both HYBL and VXUS?

HYBL and VXUS have a monthly-return correlation of 0.72, 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, HYBL or VXUS?

HYBL yields 6.99% while VXUS yields 2.51%, so HYBL currently pays the higher dividend yield.

Is VXUS better than HYBL?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.