UCRD 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

MetricUCRDVXUSWinner
Expense Ratio0.40%0.05%
AUM$148M$156.5B
Dividend Yield4.18%2.60%
Holdings4768,747
YTD Return+0.29%+13.57%
1Y Return+2.68%+28.78%
3Y Return (annualized)+5.60%+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)8.4%15.1%
Max Drawdown-22.1%-39.9%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 4, 2021Jan 26, 2011

UCRD vs VXUS Performance

VictoryShares Corporate Bond ETF (UCRD) is a ETF from Victory Capital Management Inc. and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year UCRD returned +2.68% while VXUS returned +28.78%. Year to date, UCRD is up 0.29% versus a gain of 13.57% for VXUS.

Over three years, UCRD compounded at +5.60% per year against +18.63% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.80% annualized vs +0.17%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.4% for UCRD. 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 -22.1% for UCRD 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

UCRD charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, UCRD currently yields 4.18% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

UCRD and VXUS share 0 holdings out of 8249 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, UCRD or VXUS?

UCRD has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, UCRD or VXUS?

Over the past year UCRD returned +2.68% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), UCRD annualized +0.17% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, UCRD or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 8.4% for UCRD. Worst drawdown: UCRD -22.1% vs VXUS -39.9%.

Should I hold both UCRD and VXUS?

UCRD 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 UCRD and VXUS?

UCRD and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8249 unique securities.

Which pays a higher dividend, UCRD or VXUS?

UCRD yields 4.18% while VXUS yields 2.60%, so UCRD currently pays the higher dividend yield.

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