BGX vs VOO
BGX vs VOO
Blackstone Long-Short Credit Income Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BGX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 2.77% | 0.03% | |
| AUM | $155M | $979.0B | |
| Dividend Yield | 8.01% | 1.09% | |
| Holdings | 592 | 509 | |
| YTD Return | -2.46% | +13.31% | |
| 1Y Return | -5.37% | +24.01% | |
| 3Y Return (annualized) | +7.28% | +21.17% | |
| 5Y Return (annualized) | +2.87% | +13.34% | |
| Volatility (annualized) | 12.9% | 14.1% | |
| Max Drawdown | -58.0% | -34.3% | |
| Fund Family | The Blackstone Group Inc | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 27, 2011 | Sep 7, 2010 |
BGX vs VOO Performance
Blackstone Long-Short Credit Income Fund (BGX) is a ETF from The Blackstone Group Inc and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BGX returned -5.37% while VOO returned +24.01%. Year to date, BGX is down 2.46% versus a gain of 13.31% for VOO.
Over three years, BGX compounded at +7.28% per year against +21.17% for VOO; over five years the annualized figures are +2.87% and +13.34% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs -0.84%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.9% for BGX. 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 -58.0% for BGX and -34.3% for VOO. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BGX charges 2.77% per year while VOO charges 0.03%. On a $10,000 position that is $277 vs $3 annually, a gap of $274 per year that compounds over a long holding period. On income, BGX currently yields 8.01% against 1.09% for VOO.
Holdings Overlap
BGX and VOO share 0 holdings out of 829 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BGX or VOO?
BGX has an expense ratio of 2.77% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $274 per year of difference.
Which performed better, BGX or VOO?
Over the past year BGX returned -5.37% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), BGX annualized -0.84% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BGX or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.9% for BGX. Worst drawdown: BGX -58.0% vs VOO -34.3%.
Should I hold both BGX and VOO?
BGX and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGX and VOO?
BGX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 829 unique securities.
Which pays a higher dividend, BGX or VOO?
BGX yields 8.01% while VOO yields 1.09%, so BGX currently pays the higher dividend yield.
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