FLDZ 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

MetricFLDZVXUSWinner
Expense Ratio0.40%0.05%
AUM$4M$156.5B
Dividend Yield1.42%2.60%
Holdings3178,747
YTD Return+10.02%+13.65%
1Y Return+10.76%+28.53%
3Y Return (annualized)+12.01%+18.64%
5Y Return (annualized)-+9.00%
Volatility (annualized)16.4%15.1%
Max Drawdown-19.5%-39.9%
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
InceptionDec 31, 2021Jan 26, 2011

FLDZ vs VXUS Performance

TrueShares Patriot Defense ETF (FLDZ) is a ETF from TrueShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FLDZ returned +10.76% while VXUS returned +28.53%. Year to date, FLDZ is up 10.02% versus a gain of 13.65% for VXUS.

Over three years, FLDZ compounded at +12.01% per year against +18.64% for VXUS. Across the full 5-year window we track, FLDZ has the edge at +6.49% annualized vs +4.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLDZ has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.1% for VXUS. 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 -19.5% for FLDZ 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLDZ charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, FLDZ currently yields 1.42% against 2.60% for VXUS.

Holdings Overlap

0.3%overlap

FLDZ and VXUS share 2 holdings out of 7920 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLDZWeight in VXUSDifference
SAF:PA1.63%0.32%1.31%
ESE1.59%0.00%1.59%

Frequently Asked Questions

Which is cheaper, FLDZ or VXUS?

FLDZ has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FLDZ or VXUS?

Over the past year FLDZ returned +10.76% vs +28.53% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), FLDZ annualized +6.49% vs +4.81% for VXUS. Past performance does not guarantee future results.

Which is riskier, FLDZ or VXUS?

FLDZ has been the more volatile fund at 16.4% annualized versus 15.1% for VXUS. Worst drawdown: FLDZ -19.5% vs VXUS -39.9%.

Should I hold both FLDZ and VXUS?

FLDZ and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLDZ and VXUS?

FLDZ and VXUS share 2 common holdings with a 0.3% weight overlap. Combined, they hold 7920 unique securities.

Which pays a higher dividend, FLDZ or VXUS?

FLDZ yields 1.42% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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