IBHK 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

MetricIBHKVXUSWinner
Expense Ratio0.35%0.05%
AUM$71M$156.5B
Dividend Yield6.47%2.60%
Holdings2838,747
YTD Return-1.53%+13.57%
1Y Return+0.95%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)4.0%15.1%
Max Drawdown-4.8%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMay 22, 2024Jan 26, 2011

IBHK vs VXUS Performance

iShares iBonds 2031 Term High Yield and Income ETF (IBHK) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IBHK returned +0.95% while VXUS returned +28.78%. Year to date, IBHK is down 1.53% versus a gain of 13.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.0% for IBHK. 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 -4.8% for IBHK 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBHK charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, IBHK currently yields 6.47% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

IBHK and VXUS share 0 holdings out of 8046 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, IBHK or VXUS?

IBHK has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, IBHK or VXUS?

Over the past year IBHK returned +0.95% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), IBHK annualized +5.39% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, IBHK or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.0% for IBHK. Worst drawdown: IBHK -4.8% vs VXUS -39.9%.

Should I hold both IBHK and VXUS?

IBHK and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBHK and VXUS?

IBHK and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8046 unique securities.

Which pays a higher dividend, IBHK or VXUS?

IBHK yields 6.47% while VXUS yields 2.60%, so IBHK currently pays the higher dividend yield.

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