QVMS vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: QVMSMore Diversified: VXUS

Side-by-Side Comparison

MetricQVMSVXUSWinner
Expense Ratio0.15%0.05%
AUM$251M$156.5B
Dividend Yield1.13%2.60%
Holdings5378,747
YTD Return+24.02%+13.65%
1Y Return+35.90%+28.53%
3Y Return (annualized)+14.93%+18.64%
5Y Return (annualized)+8.93%+9.00%
Volatility (annualized)19.9%15.1%
Max Drawdown-28.4%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 28, 2021Jan 26, 2011

QVMS vs VXUS Performance

Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year QVMS returned +35.90% while VXUS returned +28.53%. Year to date, QVMS is up 24.02% versus a gain of 13.65% for VXUS.

Over three years, QVMS compounded at +14.93% per year against +18.64% for VXUS; over five years the annualized figures are +8.93% and +9.00% respectively. Across the full 5-year window we track, QVMS has the edge at +8.27% annualized vs +4.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QVMS has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -28.4% for QVMS 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QVMS charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, QVMS currently yields 1.13% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

QVMS and VXUS share 8 holdings out of 8383 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QVMSWeight in VXUSDifference
ESE0.52%0.00%0.52%
SIG:LN0.22%0.02%0.20%
FBK0.13%0.03%0.10%
CASHProProPro
DCHProProPro
SCLProProPro
EFOR:TRProProPro
SHENProProPro
See all 8 holdings QVMS shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QVMS or VXUS?

QVMS has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, QVMS or VXUS?

Over the past year QVMS returned +35.90% vs +28.53% for VXUS, so QVMS leads on 1-year performance. Over the longest common window we track (5 years), QVMS annualized +8.27% vs +4.81% for VXUS. Past performance does not guarantee future results.

Which is riskier, QVMS or VXUS?

QVMS has been the more volatile fund at 19.9% annualized versus 15.1% for VXUS. Worst drawdown: QVMS -28.4% vs VXUS -39.9%.

Should I hold both QVMS and VXUS?

QVMS and VXUS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QVMS and VXUS?

QVMS and VXUS share 8 common holdings with a 0.1% weight overlap. Combined, they hold 8383 unique securities.

Which pays a higher dividend, QVMS or VXUS?

QVMS yields 1.13% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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