VXUS vs XLF

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXLFWinner
Expense Ratio0.05%0.08%
AUM$156.5B$56.2B
Dividend Yield2.60%1.51%
Holdings8,74780
YTD Return+14.57%+5.77%
1Y Return+27.82%+13.87%
3Y Return (annualized)+19.27%+19.87%
5Y Return (annualized)+9.28%+10.61%
Volatility (annualized)15.1%21.4%
Max Drawdown-39.9%-83.8%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionJan 26, 2011Dec 16, 1998

VXUS vs XLF Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and State Street Financial Select Sector SPDR ETF (XLF) is a ETF from SPDR State Street Global Advisors. Over the past year VXUS returned +27.82% while XLF returned +13.87%. Year to date, VXUS is up 14.57% versus a gain of 5.77% for XLF.

Over three years, VXUS compounded at +19.27% per year against +19.87% for XLF; over five years the annualized figures are +9.28% and +10.61% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs +3.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLF has been the more volatile fund, with annualized monthly volatility of 21.4% 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 -39.9% for VXUS and -83.8% for XLF. 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

VXUS charges 0.05% per year while XLF charges 0.08%. On a $10,000 position that is $5 vs $8 annually, a gap of $3 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 1.51% for XLF.

Holdings Overlap

0.1%overlap

VXUS and XLF share 1 holdings out of 7937 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VXUSWeight in XLFDifference
HBAN0.05%0.46%0.41%

Frequently Asked Questions

Which is cheaper, VXUS or XLF?

VXUS has an expense ratio of 0.05% while XLF charges 0.08%. VXUS is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VXUS or XLF?

Over the past year VXUS returned +27.82% vs +13.87% for XLF, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.86% vs +3.69% for XLF. Past performance does not guarantee future results.

Which is riskier, VXUS or XLF?

XLF has been the more volatile fund at 21.4% annualized versus 15.1% for VXUS. Worst drawdown: VXUS -39.9% vs XLF -83.8%.

Should I hold both VXUS and XLF?

VXUS and XLF 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 VXUS and XLF?

VXUS and XLF share 1 common holdings with a 0.1% weight overlap. Combined, they hold 7937 unique securities.

Which pays a higher dividend, VXUS or XLF?

VXUS yields 2.60% while XLF yields 1.51%, so VXUS currently pays the higher dividend yield.

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