IUSG vs VXUS

Quick Verdict

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

Lower Fees: IUSGHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricIUSGVXUSWinner
Expense Ratio0.04%0.05%
AUM$31.4B$156.5B
Dividend Yield0.49%2.60%
Holdings4008,747
YTD Return+12.58%+11.69%
1Y Return+21.98%+26.65%
3Y Return (annualized)+25.37%+18.15%
5Y Return (annualized)+13.31%+8.66%
Volatility (annualized)17.4%15.0%
Max Drawdown-65.8%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJul 24, 2000Jan 26, 2011

IUSG vs VXUS Performance

iShares Core S&P US Growth ETF (IUSG) 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 IUSG returned +21.98% while VXUS returned +26.65%. Year to date, IUSG is up 12.58% versus a gain of 11.69% for VXUS.

Over three years, IUSG compounded at +25.37% per year against +18.15% for VXUS; over five years the annualized figures are +13.31% and +8.66% respectively. Across the full 16-year window we track, IUSG has the edge at +7.22% annualized vs +4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IUSG has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.0% 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 -65.8% for IUSG 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IUSG charges 0.04% per year while VXUS charges 0.05%. On a $10,000 position that is $4 vs $5 annually, a gap of $1 per year that compounds over a long holding period. On income, IUSG currently yields 0.49% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

IUSG and VXUS share 5 holdings out of 8231 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IUSGWeight in VXUSDifference
ORCL0.34%0.00%0.34%
RBA:CA0.06%0.04%0.02%
AM0.02%0.02%0.00%
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Frequently Asked Questions

Which is cheaper, IUSG or VXUS?

IUSG has an expense ratio of 0.04% while VXUS charges 0.05%. IUSG is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, IUSG or VXUS?

Over the past year IUSG returned +21.98% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), IUSG annualized +7.22% vs +4.69% for VXUS. Past performance does not guarantee future results.

Which is riskier, IUSG or VXUS?

IUSG has been the more volatile fund at 17.4% annualized versus 15.0% for VXUS. Worst drawdown: IUSG -65.8% vs VXUS -39.9%.

Should I hold both IUSG and VXUS?

IUSG and VXUS have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IUSG and VXUS?

IUSG and VXUS share 5 common holdings with a 0.1% weight overlap. Combined, they hold 8231 unique securities.

Which pays a higher dividend, IUSG or VXUS?

IUSG yields 0.49% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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