ADVE vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: ADVEMore Diversified: VXUS

Side-by-Side Comparison

MetricADVEVXUSWinner
Expense Ratio0.79%0.05%
AUM$9M$156.5B
Dividend Yield2.22%2.60%
Holdings678,747
YTD Return+16.86%+15.00%
1Y Return+29.17%+26.87%
3Y Return (annualized)+20.09%+19.79%
5Y Return (annualized)-+9.26%
Volatility (annualized)12.3%15.1%
Max Drawdown-18.4%-39.9%
Fund FamilyMatthews Asia FundsVanguard (US)
CategoryEquityEquity
InceptionSep 21, 2023Jan 26, 2011

ADVE vs VXUS Performance

Matthews Asia Dividend Active ETF (ADVE) is a ETF from Matthews Asia Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ADVE returned +29.17% while VXUS returned +26.87%. Year to date, ADVE is up 16.86% versus a gain of 15.00% for VXUS.

Over three years, ADVE compounded at +20.09% per year against +19.79% for VXUS. Across the full 3-year window we track, ADVE has the edge at +20.09% annualized vs +4.88%. 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 12.3% for ADVE. 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 -18.4% for ADVE 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ADVE charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, ADVE currently yields 2.22% against 2.60% for VXUS.

Holdings Overlap

5.4%overlap

ADVE and VXUS share 37 holdings out of 7886 unique holdings combined, representing a 5.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ADVEWeight in VXUSDifference
086790:KR3.20%0.05%3.15%
2308:TW3.00%0.20%2.80%
0700:KY2.10%0.92%1.18%
8306:JPProProPro
8053:JPProProPro
8035:JPProProPro
9988:HKProProPro
8002:JPProProPro
8591:JPProProPro
071050:KRProProPro
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Frequently Asked Questions

Which is cheaper, ADVE or VXUS?

ADVE has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, ADVE or VXUS?

Over the past year ADVE returned +29.17% vs +26.87% for VXUS, so ADVE leads on 1-year performance. Over the longest common window we track (3 years), ADVE annualized +20.09% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, ADVE or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.3% for ADVE. Worst drawdown: ADVE -18.4% vs VXUS -39.9%.

Should I hold both ADVE and VXUS?

ADVE and VXUS have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ADVE and VXUS?

ADVE and VXUS share 37 common holdings with a 5.4% weight overlap. Combined, they hold 7886 unique securities.

Which pays a higher dividend, ADVE or VXUS?

ADVE yields 2.22% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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