AGD 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

MetricAGDVXUSWinner
Expense Ratio1.35%0.05%
AUM$326M$156.5B
Dividend Yield11.71%2.60%
Holdings888,747
YTD Return+12.54%+14.57%
1Y Return+21.58%+27.82%
3Y Return (annualized)+21.83%+19.27%
5Y Return (annualized)+10.01%+9.28%
Volatility (annualized)23.7%15.1%
Max Drawdown-88.3%-39.9%
Fund FamilyAberdeenVanguard (US)
CategoryEquityEquity
InceptionJul 26, 2006Jan 26, 2011

AGD vs VXUS Performance

Abrdn Global Dynamic Dividend Fund (AGD) is a ETF from Aberdeen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AGD returned +21.58% while VXUS returned +27.82%. Year to date, AGD is up 12.54% versus a gain of 14.57% for VXUS.

Over three years, AGD compounded at +21.83% per year against +19.27% for VXUS; over five years the annualized figures are +10.01% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs -3.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGD has been the more volatile fund, with annualized monthly volatility of 23.7% 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 -88.3% for AGD 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGD charges 1.35% per year while VXUS charges 0.05%. On a $10,000 position that is $135 vs $5 annually, a gap of $130 per year that compounds over a long holding period. On income, AGD currently yields 11.71% against 2.60% for VXUS.

Holdings Overlap

9.6%overlap

AGD and VXUS share 30 holdings out of 7917 unique holdings combined, representing a 9.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGDWeight in VXUSDifference
2330:TW3.02%3.41%0.39%
ASML:AS1.80%1.29%0.51%
AZN:LN1.48%0.71%0.77%
ROG:SMProProPro
8306:JPProProPro
INGA:ASProProPro
NESN:SMProProPro
RIO:LNProProPro
TTE:PAProProPro
DTE:FFProProPro
See all 10 holdings AGD shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, AGD or VXUS?

AGD has an expense ratio of 1.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $130 per year of difference.

Which performed better, AGD or VXUS?

Over the past year AGD returned +21.58% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), AGD annualized -3.28% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, AGD or VXUS?

AGD has been the more volatile fund at 23.7% annualized versus 15.1% for VXUS. Worst drawdown: AGD -88.3% vs VXUS -39.9%.

Should I hold both AGD and VXUS?

AGD and VXUS have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGD and VXUS?

AGD and VXUS share 30 common holdings with a 9.6% weight overlap. Combined, they hold 7917 unique securities.

Which pays a higher dividend, AGD or VXUS?

AGD yields 11.71% while VXUS yields 2.60%, so AGD currently pays the higher dividend yield.

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