OEF 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

MetricOEFVXUSWinner
Expense Ratio0.20%0.05%
AUM$19.7B$156.5B
Dividend Yield0.88%2.60%
Holdings1068,747
YTD Return+12.05%+13.57%
1Y Return+23.68%+28.78%
3Y Return (annualized)+23.26%+18.63%
5Y Return (annualized)+14.97%+9.05%
Volatility (annualized)15.3%15.1%
Max Drawdown-57.3%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 23, 2000Jan 26, 2011

OEF vs VXUS Performance

iShares S&P 100 ETF (OEF) 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 OEF returned +23.68% while VXUS returned +28.78%. Year to date, OEF is up 12.05% versus a gain of 13.57% for VXUS.

Over three years, OEF compounded at +23.26% per year against +18.63% for VXUS; over five years the annualized figures are +14.97% and +9.05% respectively. Across the full 16-year window we track, OEF has the edge at +6.93% annualized vs +4.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OEF has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -57.3% for OEF 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OEF charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, OEF currently yields 0.88% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

OEF and VXUS share 2 holdings out of 7961 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OEFWeight in VXUSDifference
ORCL0.52%0.00%0.52%
2345:TW0.18%0.05%0.13%

Frequently Asked Questions

Which is cheaper, OEF or VXUS?

OEF has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, OEF or VXUS?

Over the past year OEF returned +23.68% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), OEF annualized +6.93% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, OEF or VXUS?

OEF has been the more volatile fund at 15.3% annualized versus 15.1% for VXUS. Worst drawdown: OEF -57.3% vs VXUS -39.9%.

Should I hold both OEF and VXUS?

OEF and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OEF and VXUS?

OEF and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7961 unique securities.

Which pays a higher dividend, OEF or VXUS?

OEF yields 0.88% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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