LDP vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLDPVXUSWinner
Expense Ratio1.55%0.05%
AUM$2,693.25$156.5B
Dividend Yield7.03%2.60%
Holdings2868,747
YTD Return+1.00%+14.57%
1Y Return+3.63%+27.82%
3Y Return (annualized)+12.60%+19.27%
5Y Return (annualized)+2.52%+9.28%
Volatility (annualized)13.7%15.1%
Max Drawdown-50.2%-39.9%
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJul 27, 2012Jan 26, 2011

LDP vs VXUS Performance

Cohen & Steers Limited Duration Preferred and Income Fund Inc. (LDP) is a ETF from Cohen & Steers Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LDP returned +3.63% while VXUS returned +27.82%. Year to date, LDP is up 1.00% versus a gain of 14.57% for VXUS.

Over three years, LDP compounded at +12.60% per year against +19.27% for VXUS; over five years the annualized figures are +2.52% and +9.28% respectively. Across the full 14-year window we track, VXUS has the edge at +4.86% annualized vs +1.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.7% for LDP. 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 -50.2% for LDP 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LDP charges 1.55% per year while VXUS charges 0.05%. On a $10,000 position that is $155 vs $5 annually, a gap of $150 per year that compounds over a long holding period. On income, LDP currently yields 7.03% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

LDP and VXUS share 0 holdings out of 8016 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, LDP or VXUS?

LDP has an expense ratio of 1.55% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $150 per year of difference.

Which performed better, LDP or VXUS?

Over the past year LDP returned +3.63% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), LDP annualized +1.72% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, LDP or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.7% for LDP. Worst drawdown: LDP -50.2% vs VXUS -39.9%.

Should I hold both LDP and VXUS?

LDP and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LDP and VXUS?

LDP and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8016 unique securities.

Which pays a higher dividend, LDP or VXUS?

LDP yields 7.03% while VXUS yields 2.60%, so LDP currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →