IWD vs VXUS
IWD vs VXUS
iShares Russell 1000 Value ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. IWD delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | IWD | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.05% | |
| AUM | $81.3B | $156.5B | |
| Dividend Yield | 1.44% | 2.60% | |
| Holdings | 874 | 8,747 | |
| YTD Return | +19.50% | +11.13% | |
| 1Y Return | +30.97% | +27.13% | |
| 3Y Return (annualized) | +17.83% | +17.24% | |
| 5Y Return (annualized) | +11.69% | +8.71% | |
| Volatility (annualized) | 15.1% | 15.1% | |
| Max Drawdown | -61.9% | -39.9% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2000 | Jan 26, 2011 |
IWD vs VXUS Performance
iShares Russell 1000 Value ETF (IWD) 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 IWD returned +30.97% while VXUS returned +27.13%. Year to date, IWD is up 19.50% versus a gain of 11.13% for VXUS.
Over three years, IWD compounded at +17.83% per year against +17.24% for VXUS; over five years the annualized figures are +11.69% and +8.71% respectively. Across the full 16-year window we track, IWD has the edge at +6.37% annualized vs +4.66%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWD has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -61.9% for IWD 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IWD charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, IWD currently yields 1.44% against 2.60% for VXUS.
Holdings Overlap
IWD and VXUS share 14 holdings out of 8599 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IWD | Weight in VXUS | Difference |
|---|---|---|---|
| 2345:TW | 0.23% | 0.05% | 0.18% |
| SRE | 0.17% | 0.00% | 0.17% |
| HBAN | 0.10% | 0.05% | 0.05% |
| IRM | Pro | Pro | Pro |
| RBA:CA | Pro | Pro | Pro |
| KR | Pro | Pro | Pro |
| BG | Pro | Pro | Pro |
| QGEN:AS | Pro | Pro | Pro |
| BAM:CA | Pro | Pro | Pro |
| AM | Pro | Pro | Pro |
See all 10 holdings IWD 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, IWD or VXUS?
IWD has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, IWD or VXUS?
Over the past year IWD returned +30.97% vs +27.13% for VXUS, so IWD leads on 1-year performance. Over the longest common window we track (16 years), IWD annualized +6.37% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, IWD or VXUS?
IWD has been the more volatile fund at 15.1% annualized versus 15.1% for VXUS. Worst drawdown: IWD -61.9% vs VXUS -39.9%.
Should I hold both IWD and VXUS?
IWD and VXUS have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IWD and VXUS?
IWD and VXUS share 14 common holdings with a 0.3% weight overlap. Combined, they hold 8599 unique securities.
Which pays a higher dividend, IWD or VXUS?
IWD yields 1.44% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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