BIZD vs VXUS

BIZD vs VXUS

Which is better, BIZD or VXUS?

Small Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricBIZDVXUS
Expense Ratio9.69%0.05%Best
AUM$1.4B$163.2B
Dividend Yield11.86%2.34%
Holdings688,844
YTD Return-7.59%+10.00%Best
1Y Return-4.63%+17.01%Best
3Y Return (annualized)+2.80%+19.55%Best
5Y Return (annualized)+3.72%+8.55%Best
Volatility (annualized)19.9%14.4%Best
Max Drawdown-64.6%-39.9%Best
$10,000 over 5 years$12,004$15,071Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionFeb 11, 2013Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 12, 2013 to Oct 14, 2026 (13.7 years).

BIZD 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 13.7 years both funds cover.

BIZD vs VXUS Performance

VanEck BDC Income ETF (BIZD) is an ETF from VanEck and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BIZD returned -4.63% while VXUS returned +17.01%. Year to date, BIZD is down 7.59% versus a gain of 10.00% for VXUS.

Over three years, BIZD compounded at +2.80% per year against +19.55% for VXUS; over five years the annualized figures are +3.72% and +8.55% respectively. Across the full 14-year window we track, VXUS has the edge at +5.42% annualized vs +0.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIZD has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -64.6% for BIZD 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BIZD charges 9.69% per year while VXUS charges 0.05%. On a $10,000 position that is $969 vs $5 annually, a gap of $964 per year that compounds over a long holding period. On income, BIZD currently yields 11.86% against 2.34% for VXUS.

Holdings Overlap

We hold position weights for 30 holdings in BIZD and 8,425 in VXUS, totalling 61.8% 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 30 positions we hold weights for in BIZD and 8,425 in VXUS, against full books of 68 and 8,844.

You are not choosing between two funds in isolation.

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

BIZDVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIZD or VXUS?

BIZD has an expense ratio of 9.69% while VXUS charges 0.05%. VXUS is the cheaper option, by $964 a year on a $10,000 investment.

Which performed better, BIZD or VXUS?

Over the past year BIZD returned -4.63% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), BIZD annualized +0.70% vs +5.42% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIZD or VXUS?

BIZD has been the more volatile fund at 19.9% annualized versus 14.4% for VXUS. Worst drawdown: BIZD -64.6% vs VXUS -39.9%.

Should I hold both BIZD and VXUS?

BIZD and VXUS have a monthly-return correlation of 0.62, 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, BIZD or VXUS?

BIZD yields 11.86% while VXUS yields 2.34%, so BIZD currently pays the higher dividend yield.

Is VXUS better than BIZD?

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.