BVAL vs VXUS
BVAL vs VXUS
Bluemonte Large Cap Value ETF 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 7861 holdings.
Side-by-Side Comparison
| Metric | BVAL | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.05% | |
| AUM | - | $156.5B | |
| Dividend Yield | - | 2.60% | |
| Holdings | 5 | 8,747 | |
| YTD Return | +14.97% | +13.40% | |
| 1Y Return | +25.27% | +27.42% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +9.05% | |
| Volatility (annualized) | 8.8% | 15.1% | |
| Max Drawdown | -6.7% | -39.9% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Jan 26, 2011 |
BVAL vs VXUS Performance
Bluemonte Large Cap Value ETF (BVAL) is a ETF from Bluemonte Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BVAL returned +25.27% while VXUS returned +27.42%. Year to date, BVAL is up 14.97% versus a gain of 13.40% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.8% for BVAL. 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 -6.7% for BVAL 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BVAL charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period.
Holdings Overlap
BVAL and VXUS share 0 holdings out of 7865 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, BVAL or VXUS?
BVAL has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, BVAL or VXUS?
Over the past year BVAL returned +25.27% vs +27.42% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), BVAL annualized +25.35% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, BVAL or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 8.8% for BVAL. Worst drawdown: BVAL -6.7% vs VXUS -39.9%.
Should I hold both BVAL and VXUS?
BVAL and VXUS have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BVAL and VXUS?
BVAL and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7865 unique securities.
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