BINV vs. BUSA

Last updated Apr 2, 2026

Compare and contrast key facts about Brandes International ETF (BINV) and Brandes U.S. Value ETF (BUSA).

BINV and BUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BINV is an actively managed fund by Brandes. It was launched on Oct 3, 2023. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023.

Performance

BINV vs. BUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brandes International ETF (BINV) and Brandes U.S. Value ETF (BUSA). The values are adjusted to include any dividend payments, if applicable.

BINV vs. BUSA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BINV Brandes International ETF	3.47%	37.84%	7.71%	12.66%
BUSA Brandes U.S. Value ETF	2.12%	17.56%	15.76%	10.65%

Returns By Period

In the year-to-date period, BINV achieves a 3.47% return, which is significantly higher than BUSA's 2.12% return.

BINV

• 1D: 0.75%
• 1M: -4.67%
• YTD: 3.47%
• 6M: 8.31%
• 1Y: 28.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUSA

• 1D: 0.46%
• 1M: -4.76%
• YTD: 2.12%
• 6M: 7.18%
• 1Y: 15.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BINV vs. BUSA - Expense Ratio Comparison

BINV has a 0.70% expense ratio, which is higher than BUSA's 0.60% expense ratio.

BINV

Brandes International ETF

BUSA

Brandes U.S. Value ETF

Return for Risk

BINV vs. BUSA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BINV

BINV Risk / Return Rank: 83
BINV Sharpe Ratio Rank: 83
BINV Sortino Ratio Rank: 85
BINV Omega Ratio Rank: 83
BINV Calmar Ratio Rank: 82
BINV Martin Ratio Rank: 82

BUSA

BUSA Risk / Return Rank: 49
BUSA Sharpe Ratio Rank: 51
BUSA Sortino Ratio Rank: 49
BUSA Omega Ratio Rank: 50
BUSA Calmar Ratio Rank: 45
BUSA Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BINV vs. BUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brandes International ETF (BINV) and Brandes U.S. Value ETF (BUSA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BINV	BUSA	Difference
Sharpe ratio Return per unit of total volatility	1.67	0.96	+0.71
Sortino ratio Return per unit of downside risk	2.35	1.38	+0.97
Omega ratio Gain probability vs. loss probability	1.34	1.20	+0.14
Calmar ratio Return relative to maximum drawdown	2.50	1.24	+1.25
Martin ratio Return relative to average drawdown	9.74	4.85	+4.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BINV vs. BUSA - Sharpe Ratio Comparison

The current BINV Sharpe Ratio is 1.67, which is higher than the BUSA Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of BINV and BUSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BINV	BUSA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.67	0.96	+0.71
Sharpe Ratio (All Time) Calculated using the full available price history	1.69	1.38	+0.32

Correlation

The correlation between BINV and BUSA is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BINV vs. BUSA - Dividend Comparison

BINV's dividend yield for the trailing twelve months is around 2.12%, more than BUSA's 1.55% yield.

	TTM	2025	2024	2023
BINV Brandes International ETF	2.12%	2.23%	2.40%	0.28%
BUSA Brandes U.S. Value ETF	1.55%	1.53%	1.37%	0.22%

Drawdowns

BINV vs. BUSA - Drawdown Comparison

The maximum BINV drawdown since its inception was -14.91%, which is greater than BUSA's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for BINV and BUSA.

Drawdown Indicators

	BINV	BUSA	Difference
Max Drawdown Largest peak-to-trough decline	-14.91%	-14.19%	-0.72%
Max Drawdown (1Y) Largest decline over 1 year	-11.50%	-12.27%	+0.77%
Current Drawdown Current decline from peak	-7.08%	-5.32%	-1.76%
Average Drawdown Average peak-to-trough decline	-2.29%	-2.17%	-0.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.95%	3.14%	-0.19%

Volatility

BINV vs. BUSA - Volatility Comparison

Brandes International ETF (BINV) has a higher volatility of 6.20% compared to Brandes U.S. Value ETF (BUSA) at 4.06%. This indicates that BINV's price experiences larger fluctuations and is considered to be riskier than BUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BINV	BUSA	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.20%	4.06%	+2.14%
Volatility (6M) Calculated over the trailing 6-month period	10.08%	9.04%	+1.04%
Volatility (1Y) Calculated over the trailing 1-year period	17.39%	16.36%	+1.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.68%	13.84%	+0.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.68%	13.84%	+0.84%