AAPY vs VXUS

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

MetricAAPYVXUSWinner
Expense Ratio0.99%0.05%
AUM$6M$156.5B
Dividend Yield12.38%2.60%
Holdings108,747
YTD Return+9.81%+14.57%
1Y Return+26.68%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)18.9%15.1%
Max Drawdown-29.2%-39.9%
Fund FamilyKurvVanguard (US)
CategoryAlternativeEquity
InceptionOct 27, 2023Jan 26, 2011

AAPY vs VXUS Performance

Kurv Yield Premium Strategy Apple ETF (AAPY) is a ETF from Kurv and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AAPY returned +26.68% while VXUS returned +27.82%. Year to date, AAPY is up 9.81% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

AAPY has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -29.2% for AAPY 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AAPY charges 0.99% per year while VXUS charges 0.05%. On a $10,000 position that is $99 vs $5 annually, a gap of $94 per year that compounds over a long holding period. On income, AAPY currently yields 12.38% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

AAPY and VXUS share 0 holdings out of 7862 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, AAPY or VXUS?

AAPY has an expense ratio of 0.99% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, AAPY or VXUS?

Over the past year AAPY returned +26.68% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), AAPY annualized +14.62% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, AAPY or VXUS?

AAPY has been the more volatile fund at 18.9% annualized versus 15.1% for VXUS. Worst drawdown: AAPY -29.2% vs VXUS -39.9%.

Should I hold both AAPY and VXUS?

AAPY and VXUS have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AAPY and VXUS?

AAPY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, AAPY or VXUS?

AAPY yields 12.38% while VXUS yields 2.60%, so AAPY currently pays the higher dividend yield.

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