TAXE 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

MetricTAXEVXUSWinner
Expense Ratio0.24%0.05%
AUM$192M$156.5B
Dividend Yield3.58%2.60%
Holdings3478,747
YTD Return+0.83%+13.57%
1Y Return+4.99%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)3.5%15.1%
Max Drawdown-3.7%-39.9%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 10, 2024Jan 26, 2011

TAXE vs VXUS Performance

T. Rowe Price Intermediate Municipal Income ETF (TAXE) is a ETF from T.Rowe Price and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year TAXE returned +4.99% while VXUS returned +28.78%. Year to date, TAXE is up 0.83% versus a gain of 13.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.5% for TAXE. 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 -3.7% for TAXE 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TAXE charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period. On income, TAXE currently yields 3.58% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

TAXE and VXUS share 0 holdings out of 8031 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, TAXE or VXUS?

TAXE has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which performed better, TAXE or VXUS?

Over the past year TAXE returned +4.99% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), TAXE annualized +4.01% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, TAXE or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 3.5% for TAXE. Worst drawdown: TAXE -3.7% vs VXUS -39.9%.

Should I hold both TAXE and VXUS?

TAXE and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TAXE and VXUS?

TAXE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8031 unique securities.

Which pays a higher dividend, TAXE or VXUS?

TAXE yields 3.58% while VXUS yields 2.60%, so TAXE currently pays the higher dividend yield.

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