BERZ vs VXUS
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN vs Vanguard Total International Stock ETF
Which is better, BERZ or VXUS?
Opposite sides of the same exposure.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.66, so holding both offsets the exposure while paying both fees.
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 | BERZ | VXUS |
|---|---|---|
| Expense Ratio | 0.95% | 0.05%Best |
| AUM | $6M | $163.2B |
| Dividend Yield | 0.00% | 2.34% |
| Holdings | 15 | 8,844 |
| YTD Return | -67.77% | +10.00%Best |
| 1Y Return | -72.86% | +17.01%Best |
| 3Y Return (annualized) | -76.11% | +19.55%Best |
| 5Y Return (annualized) | -66.66% | +8.55%Best |
| Volatility (annualized) | 82.1% | 15.1%Best |
| Max Drawdown | - | -29.4% |
| $10,000 over 5 years | $41 | $15,071Best |
| Fund Family | BMO Capital Markets | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Blend |
| Inception | Aug 17, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 18, 2021 to Oct 14, 2026 (5.2 years).
BERZ 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 5.2 years both funds cover.
BERZ vs VXUS Performance
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) is an ETF from BMO Capital Markets and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BERZ returned -72.86% while VXUS returned +17.01%. Year to date, BERZ is down 67.77% versus a gain of 10.00% for VXUS.
Over three years, BERZ compounded at -76.11% per year against +19.55% for VXUS; over five years the annualized figures are -66.66% and +8.55% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BERZ has been the more volatile fund, with annualized monthly volatility of 82.1% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.66. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
BERZ charges 0.95% per year while VXUS charges 0.05%. On a $10,000 position that is $95 vs $5 annually, a gap of $90 per year that compounds over a long holding period. On income, BERZ currently yields 0.00% against 2.34% for VXUS.
Holdings Overlap
We hold position weights for 15 holdings in BERZ and 8,425 in VXUS, totalling 100.0% and 91.3% 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 15 positions we hold weights for in BERZ and 8,425 in VXUS, against full books of 15 and 8,844.
What only one of them owns
Measured across the 15 and 8,425 positions we hold weights for.
VXUS holds 39 positions BERZ does not, 1.5% of the fund.
Largest: SHEL 0.56%, VWO 0.11%, K 0.08%, QSR 0.06%, SUNB 0.06%
You are not choosing between two funds in isolation.
Whichever of BERZ 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, BERZ or VXUS?
BERZ has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, BERZ or VXUS?
Over the past year BERZ returned -72.86% vs +17.01% 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, BERZ or VXUS?
BERZ has been the more volatile fund at 82.1% annualized versus 15.1% for VXUS.
Should I hold both BERZ and VXUS?
BERZ and VXUS have a monthly-return correlation of -0.66, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, BERZ or VXUS?
BERZ yields 0.00% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than BERZ?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.66, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.