HAWX vs VTI

Quick Verdict

VTI has a lower expense ratio. HAWX delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: HAWXMore Diversified: VTI

Side-by-Side Comparison

MetricHAWXVTIWinner
Expense Ratio0.35%0.03%
AUM$346M$663.5B
Dividend Yield2.38%1.07%
Holdings2,0853,543
YTD Return+15.90%+13.57%
1Y Return+32.81%+24.23%
3Y Return (annualized)+21.15%+20.73%
5Y Return (annualized)+13.12%+12.24%
Volatility (annualized)12.4%15.3%
Max Drawdown-30.6%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 29, 2015May 24, 2001

HAWX vs VTI Performance

iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HAWX returned +32.81% while VTI returned +24.23%. Year to date, HAWX is up 15.90% versus a gain of 13.57% for VTI.

Over three years, HAWX compounded at +21.15% per year against +20.73% for VTI; over five years the annualized figures are +13.12% and +12.24% respectively. Across the full 11-year window we track, HAWX has the edge at +8.50% annualized vs +8.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.4% for HAWX. 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 -30.6% for HAWX and -56.6% for VTI. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HAWX charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, HAWX currently yields 2.38% against 1.07% for VTI.

Holdings Overlap

0.2%overlap

HAWX and VTI share 9 holdings out of 4153 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HAWXWeight in VTIDifference
MRK0.06%0.44%0.38%
2345:TW0.10%0.10%0.00%
PR0.13%0.00%0.13%
SUNBProProPro
ORAProProPro
RBA:CAProProPro
SIG:LNProProPro
SGP:AUProProPro
EAST:EGProProPro
See all 9 holdings HAWX shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, HAWX or VTI?

HAWX has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, HAWX or VTI?

Over the past year HAWX returned +32.81% vs +24.23% for VTI, so HAWX leads on 1-year performance. Over the longest common window we track (11 years), HAWX annualized +8.50% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, HAWX or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 12.4% for HAWX. Worst drawdown: HAWX -30.6% vs VTI -56.6%.

Should I hold both HAWX and VTI?

HAWX and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HAWX and VTI?

HAWX and VTI share 9 common holdings with a 0.2% weight overlap. Combined, they hold 4153 unique securities.

Which pays a higher dividend, HAWX or VTI?

HAWX yields 2.38% while VTI yields 1.07%, so HAWX currently pays the higher dividend yield.

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