AGEM vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: AGEMMore Diversified: VXUS

Side-by-Side Comparison

MetricAGEMVXUSWinner
Expense Ratio0.70%0.05%
AUM$336M$156.5B
Dividend Yield1.89%2.60%
Holdings1008,747
YTD Return+24.27%+15.00%
1Y Return+41.37%+26.87%
3Y Return (annualized)+41.03%+19.79%
5Y Return (annualized)+41.03%+9.26%
Volatility (annualized)23.6%15.1%
Max Drawdown-33.5%-39.9%
Fund FamilyAberdeenVanguard (US)
CategoryEquityEquity
InceptionOct 4, 1993Jan 26, 2011

AGEM vs VXUS Performance

abrdn Emerging Markets Dividend Active ETF (AGEM) is a ETF from Aberdeen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AGEM returned +41.37% while VXUS returned +26.87%. Year to date, AGEM is up 24.27% versus a gain of 15.00% for VXUS.

Over three years, AGEM compounded at +41.03% per year against +19.79% for VXUS; over five years the annualized figures are +41.03% and +9.26% respectively. Across the full 16-year window we track, AGEM has the edge at +5.70% annualized vs +4.88%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGEM has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -33.5% for AGEM 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGEM charges 0.70% per year while VXUS charges 0.05%. On a $10,000 position that is $70 vs $5 annually, a gap of $65 per year that compounds over a long holding period. On income, AGEM currently yields 1.89% against 2.60% for VXUS.

Holdings Overlap

3.5%overlap

AGEM and VXUS share 56 holdings out of 7894 unique holdings combined, representing a 3.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGEMWeight in VXUSDifference
000660:KR3.42%0.90%2.52%
GMEXICOB:MX3.97%0.08%3.89%
HDB:MB2.83%0.25%2.58%
2454:TWProProPro
9988:HKProProPro
BMRI:IDProProPro
GFNORTEO:MXProProPro
300750:SHProProPro
009540:KRProProPro
2345:TWProProPro
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Frequently Asked Questions

Which is cheaper, AGEM or VXUS?

AGEM has an expense ratio of 0.70% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, AGEM or VXUS?

Over the past year AGEM returned +41.37% vs +26.87% for VXUS, so AGEM leads on 1-year performance. Over the longest common window we track (16 years), AGEM annualized +5.70% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, AGEM or VXUS?

AGEM has been the more volatile fund at 23.6% annualized versus 15.1% for VXUS. Worst drawdown: AGEM -33.5% vs VXUS -39.9%.

Should I hold both AGEM and VXUS?

AGEM and VXUS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGEM and VXUS?

AGEM and VXUS share 56 common holdings with a 3.5% weight overlap. Combined, they hold 7894 unique securities.

Which pays a higher dividend, AGEM or VXUS?

AGEM yields 1.89% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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