ETJ vs VXUS
ETJ vs VXUS
Eaton Vance Risk-Managed Diversified Equity Income Fund 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 | ETJ | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.11% | 0.05% | |
| AUM | $544M | $156.5B | |
| Dividend Yield | 8.51% | 2.60% | |
| Holdings | 74 | 8,747 | |
| YTD Return | +1.77% | +13.40% | |
| 1Y Return | +3.92% | +27.42% | |
| 3Y Return (annualized) | +10.50% | +18.54% | |
| 5Y Return (annualized) | +3.18% | +9.05% | |
| Volatility (annualized) | 12.5% | 15.1% | |
| Max Drawdown | -67.2% | -39.9% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 31, 2007 | Jan 26, 2011 |
ETJ vs VXUS Performance
Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) is a ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ETJ returned +3.92% while VXUS returned +27.42%. Year to date, ETJ is up 1.77% versus a gain of 13.40% for VXUS.
Over three years, ETJ compounded at +10.50% per year against +18.54% for VXUS; over five years the annualized figures are +3.18% and +9.05% respectively. Across the full 16-year window we track, VXUS has the edge at +4.79% annualized vs -1.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for ETJ. 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 -67.2% for ETJ 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
ETJ charges 1.11% per year while VXUS charges 0.05%. On a $10,000 position that is $111 vs $5 annually, a gap of $106 per year that compounds over a long holding period. On income, ETJ currently yields 8.51% against 2.60% for VXUS.
Holdings Overlap
ETJ and VXUS share 4 holdings out of 7908 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ETJ | Weight in VXUS | Difference |
|---|---|---|---|
| ENR1N:MU | 1.45% | 0.32% | 1.13% |
| WCN:CA | 1.21% | 0.10% | 1.11% |
| FSV:CA | 0.79% | 0.01% | 0.78% |
| ARGX | Pro | Pro | Pro |
See all 4 holdings ETJ shares with VXUS Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ETJ or VXUS?
ETJ has an expense ratio of 1.11% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $106 per year of difference.
Which performed better, ETJ or VXUS?
Over the past year ETJ returned +3.92% vs +27.42% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), ETJ annualized -1.91% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, ETJ or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.5% for ETJ. Worst drawdown: ETJ -67.2% vs VXUS -39.9%.
Should I hold both ETJ and VXUS?
ETJ 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 ETJ and VXUS?
ETJ and VXUS share 4 common holdings with a 0.5% weight overlap. Combined, they hold 7908 unique securities.
Which pays a higher dividend, ETJ or VXUS?
ETJ yields 8.51% while VXUS yields 2.60%, so ETJ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.