BKLC vs VXUS

Quick Verdict

BKLC has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: BKLCHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricBKLCVXUSWinner
Expense Ratio0.00%0.05%
AUM$5.4B$156.5B
Dividend Yield0.34%2.60%
Holdings5098,747
YTD Return-62.07%+14.57%
1Y Return-58.83%+27.82%
3Y Return (annualized)-15.19%+19.27%
5Y Return (annualized)-8.85%+9.28%
Volatility (annualized)31.4%15.1%
Max Drawdown-68.0%-39.9%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 7, 2020Jan 26, 2011

BKLC vs VXUS Performance

BNY Mellon US Large Cap Core Equity ETF (BKLC) is a ETF from BNY Mellon Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BKLC returned -58.83% while VXUS returned +27.82%. Year to date, BKLC is down 62.07% versus a gain of 14.57% for VXUS.

Over three years, BKLC compounded at -15.19% per year against +19.27% for VXUS; over five years the annualized figures are -8.85% and +9.28% respectively. Across the full 6-year window we track, VXUS has the edge at +4.86% annualized vs +0.25%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKLC has been the more volatile fund, with annualized monthly volatility of 31.4% compared with 15.1% 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 -68.0% for BKLC 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BKLC charges 0.00% per year while VXUS charges 0.05%. On a $10,000 position that is $0 vs $5 annually, a gap of $5 per year that compounds over a long holding period. On income, BKLC currently yields 0.34% against 2.60% for VXUS.

Holdings Overlap

0.2%overlap

BKLC and VXUS share 6 holdings out of 8352 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKLCWeight in VXUSDifference
ORCL0.43%0.00%0.43%
ANGJ:ZA0.09%0.13%0.04%
SRE0.11%0.00%0.11%
IRMProProPro
HBANProProPro
KRProProPro
See all 6 holdings BKLC shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BKLC or VXUS?

BKLC has an expense ratio of 0.00% while VXUS charges 0.05%. BKLC is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, BKLC or VXUS?

Over the past year BKLC returned -58.83% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), BKLC annualized +0.25% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, BKLC or VXUS?

BKLC has been the more volatile fund at 31.4% annualized versus 15.1% for VXUS. Worst drawdown: BKLC -68.0% vs VXUS -39.9%.

Should I hold both BKLC and VXUS?

BKLC and VXUS have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKLC and VXUS?

BKLC and VXUS share 6 common holdings with a 0.2% weight overlap. Combined, they hold 8352 unique securities.

Which pays a higher dividend, BKLC or VXUS?

BKLC yields 0.34% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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