TAXX 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

MetricTAXXVXUSWinner
Expense Ratio0.35%0.05%
AUM$297M$156.5B
Dividend Yield3.51%2.60%
Holdings3268,747
YTD Return+0.89%+13.57%
1Y Return+2.50%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)1.5%15.1%
Max Drawdown-0.9%-39.9%
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 14, 2024Jan 26, 2011

TAXX vs VXUS Performance

BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) is a ETF from BondBloxx and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year TAXX returned +2.50% while VXUS returned +28.78%. Year to date, TAXX is up 0.89% 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 1.5% for TAXX. 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 -0.9% for TAXX 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TAXX charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, TAXX currently yields 3.51% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

TAXX and VXUS share 0 holdings out of 7996 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, TAXX or VXUS?

TAXX has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, TAXX or VXUS?

Over the past year TAXX returned +2.50% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), TAXX annualized +3.75% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, TAXX or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 1.5% for TAXX. Worst drawdown: TAXX -0.9% vs VXUS -39.9%.

Should I hold both TAXX and VXUS?

TAXX and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TAXX and VXUS?

TAXX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7996 unique securities.

Which pays a higher dividend, TAXX or VXUS?

TAXX yields 3.51% while VXUS yields 2.60%, so TAXX currently pays the higher dividend yield.

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