SPXV 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

MetricSPXVVXUSWinner
Expense Ratio0.09%0.05%
AUM$39M$156.5B
Dividend Yield0.93%2.60%
Holdings4458,747
YTD Return+14.49%+13.57%
1Y Return+23.58%+28.78%
3Y Return (annualized)+22.73%+18.63%
5Y Return (annualized)+14.37%+9.05%
Volatility (annualized)16.2%15.1%
Max Drawdown-34.3%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
InceptionSep 22, 2015Jan 26, 2011

SPXV vs VXUS Performance

ProShares S&P 500 Ex-Health Care ETF (SPXV) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SPXV returned +23.58% while VXUS returned +28.78%. Year to date, SPXV is up 14.49% versus a gain of 13.57% for VXUS.

Over three years, SPXV compounded at +22.73% per year against +18.63% for VXUS; over five years the annualized figures are +14.37% and +9.05% respectively. Across the full 11-year window we track, SPXV has the edge at +15.01% annualized vs +4.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPXV has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -34.3% for SPXV 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPXV charges 0.09% per year while VXUS charges 0.05%. On a $10,000 position that is $9 vs $5 annually, a gap of $4 per year that compounds over a long holding period. On income, SPXV currently yields 0.93% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

SPXV and VXUS share 6 holdings out of 8298 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPXVWeight in VXUSDifference
ORCL0.41%0.00%0.41%
HBAN0.06%0.05%0.01%
IRM0.06%0.05%0.01%
SREProProPro
KRProProPro
BGProProPro
See all 6 holdings SPXV 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, SPXV or VXUS?

SPXV has an expense ratio of 0.09% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, SPXV or VXUS?

Over the past year SPXV returned +23.58% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), SPXV annualized +15.01% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, SPXV or VXUS?

SPXV has been the more volatile fund at 16.2% annualized versus 15.1% for VXUS. Worst drawdown: SPXV -34.3% vs VXUS -39.9%.

Should I hold both SPXV and VXUS?

SPXV and VXUS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPXV and VXUS?

SPXV and VXUS share 6 common holdings with a 0.1% weight overlap. Combined, they hold 8298 unique securities.

Which pays a higher dividend, SPXV or VXUS?

SPXV yields 0.93% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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