CPLS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricCPLSVXUSWinner
Expense Ratio0.30%0.05%
AUM$211M$156.5B
Dividend Yield4.70%2.60%
Holdings8108,747
YTD Return-0.89%+11.69%
1Y Return+1.35%+26.65%
3Y Return (annualized)-+18.15%
5Y Return (annualized)-+8.66%
Volatility (annualized)4.2%15.0%
Max Drawdown-4.1%-39.9%
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 13, 2023Jan 26, 2011

CPLS vs VXUS Performance

AB Core Plus Bond ETF (CPLS) is a ETF from AllianceBernstein L.P. and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CPLS returned +1.35% while VXUS returned +26.65%. Year to date, CPLS is down 0.89% versus a gain of 11.69% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 4.2% for CPLS. 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 -4.1% for CPLS 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CPLS charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, CPLS currently yields 4.70% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

CPLS and VXUS share 0 holdings out of 8260 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, CPLS or VXUS?

CPLS has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, CPLS or VXUS?

Over the past year CPLS returned +1.35% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), CPLS annualized +3.52% vs +4.69% for VXUS. Past performance does not guarantee future results.

Which is riskier, CPLS or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 4.2% for CPLS. Worst drawdown: CPLS -4.1% vs VXUS -39.9%.

Should I hold both CPLS and VXUS?

CPLS and VXUS have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CPLS and VXUS?

CPLS and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8260 unique securities.

Which pays a higher dividend, CPLS or VXUS?

CPLS yields 4.70% while VXUS yields 2.60%, so CPLS currently pays the higher dividend yield.

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