VXUS vs XNAV

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

MetricVXUSXNAVWinner
Expense Ratio0.05%1.27%
AUM$156.5B$30M
Dividend Yield2.60%0.48%
Holdings8,74723
YTD Return+11.69%+9.32%
1Y Return+26.65%+24.48%
3Y Return (annualized)+18.15%+18.89%
5Y Return (annualized)+8.66%-
Volatility (annualized)15.0%16.6%
Max Drawdown-39.9%-24.3%
Fund FamilyVanguard (US)FundX Funds
CategoryEquityEquity
InceptionJan 26, 2011Oct 14, 2022

VXUS vs XNAV Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and FundX Aggressive ETF (XNAV) is a ETF from FundX Funds. Over the past year VXUS returned +26.65% while XNAV returned +24.48%. Year to date, VXUS is up 11.69% versus a gain of 9.32% for XNAV.

Over three years, VXUS compounded at +18.15% per year against +18.89% for XNAV. Across the full 4-year window we track, XNAV has the edge at +19.46% annualized vs +4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XNAV has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.0% 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 -24.3% for XNAV. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VXUS charges 0.05% per year while XNAV charges 1.27%. On a $10,000 position that is $5 vs $127 annually, a gap of $122 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 0.48% for XNAV.

Holdings Overlap

0.0%overlap

VXUS and XNAV share 0 holdings out of 7882 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, VXUS or XNAV?

VXUS has an expense ratio of 0.05% while XNAV charges 1.27%. VXUS is the cheaper option. On a $10,000 investment, that is $122 per year of difference.

Which performed better, VXUS or XNAV?

Over the past year VXUS returned +26.65% vs +24.48% for XNAV, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), VXUS annualized +4.69% vs +19.46% for XNAV. Past performance does not guarantee future results.

Which is riskier, VXUS or XNAV?

XNAV has been the more volatile fund at 16.6% annualized versus 15.0% for VXUS. Worst drawdown: VXUS -39.9% vs XNAV -24.3%.

Should I hold both VXUS and XNAV?

VXUS and XNAV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XNAV?

VXUS and XNAV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7882 unique securities.

Which pays a higher dividend, VXUS or XNAV?

VXUS yields 2.60% while XNAV yields 0.48%, so VXUS currently pays the higher dividend yield.

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