BUSA vs. VTI
Compare and contrast key facts about Brandes U.S. Value ETF (BUSA) and Vanguard Total Stock Market ETF (VTI).
BUSA and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUSA or VTI.
Correlation
The correlation between BUSA and VTI is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUSA vs. VTI - Performance Comparison
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Key characteristics
BUSA:
0.55
VTI:
0.64
BUSA:
0.93
VTI:
1.08
BUSA:
1.13
VTI:
1.16
BUSA:
0.70
VTI:
0.70
BUSA:
2.55
VTI:
2.67
BUSA:
3.89%
VTI:
5.08%
BUSA:
16.61%
VTI:
20.28%
BUSA:
-14.19%
VTI:
-55.45%
BUSA:
-3.68%
VTI:
-4.90%
Returns By Period
In the year-to-date period, BUSA achieves a 2.96% return, which is significantly higher than VTI's -0.53% return.
BUSA
2.96%
7.21%
-2.78%
8.99%
N/A
N/A
VTI
-0.53%
9.75%
-2.80%
12.82%
17.03%
12.02%
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BUSA vs. VTI - Expense Ratio Comparison
BUSA has a 0.60% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
BUSA vs. VTI — Risk-Adjusted Performance Rank
BUSA
VTI
BUSA vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes U.S. Value ETF (BUSA) and Vanguard Total Stock Market ETF (VTI). 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.
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Dividends
BUSA vs. VTI - Dividend Comparison
BUSA's dividend yield for the trailing twelve months is around 1.47%, more than VTI's 1.31% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BUSA Brandes U.S. Value ETF | 1.47% | 1.37% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.31% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
BUSA vs. VTI - Drawdown Comparison
The maximum BUSA drawdown since its inception was -14.19%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BUSA and VTI. For additional features, visit the drawdowns tool.
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Volatility
BUSA vs. VTI - Volatility Comparison
The current volatility for Brandes U.S. Value ETF (BUSA) is 4.93%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 6.30%. This indicates that BUSA experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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