BGX vs VXUS
BGX vs VXUS
Blackstone Long-Short Credit Income Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | BGX | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 2.77% | 0.05% | |
| AUM | $155M | $156.5B | |
| Dividend Yield | 8.01% | 2.60% | |
| Holdings | 592 | 8,747 | |
| YTD Return | -3.45% | +11.13% | |
| 1Y Return | -7.08% | +27.13% | |
| 3Y Return (annualized) | +7.04% | +17.24% | |
| 5Y Return (annualized) | +2.83% | +8.71% | |
| Volatility (annualized) | 12.9% | 15.1% | |
| Max Drawdown | -58.0% | -39.9% | |
| Fund Family | The Blackstone Group Inc | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 27, 2011 | Jan 26, 2011 |
BGX vs VXUS Performance
Blackstone Long-Short Credit Income Fund (BGX) is a ETF from The Blackstone Group Inc and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BGX returned -7.08% while VXUS returned +27.13%. Year to date, BGX is down 3.45% versus a gain of 11.13% for VXUS.
Over three years, BGX compounded at +7.04% per year against +17.24% for VXUS; over five years the annualized figures are +2.83% and +8.71% respectively. Across the full 16-year window we track, VXUS has the edge at +4.66% annualized vs -0.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BGX charges 2.77% per year while VXUS charges 0.05%. On a $10,000 position that is $277 vs $5 annually, a gap of $272 per year that compounds over a long holding period. On income, BGX currently yields 8.01% against 2.60% for VXUS.
Holdings Overlap
BGX and VXUS share 0 holdings out of 8184 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 VXUS?
BGX has an expense ratio of 2.77% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $272 per year of difference.
Which performed better, BGX or VXUS?
Over the past year BGX returned -7.08% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), BGX annualized -0.91% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, BGX or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.9% for BGX. Worst drawdown: BGX -58.0% vs VXUS -39.9%.
Should I hold both BGX and VXUS?
BGX and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BGX and VXUS?
BGX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8184 unique securities.
Which pays a higher dividend, BGX or VXUS?
BGX yields 8.01% while VXUS yields 2.60%, so BGX currently pays the higher dividend yield.
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