AMZA vs VXUS
InfraCap MLP ETF vs Vanguard Total International Stock ETF
Which is better, AMZA or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. AMZA led over 1Y, 3Y and 5Y, VXUS over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AMZA | VXUS |
|---|---|---|
| Expense Ratio | 1.72% | 0.05%Best |
| AUM | $488M | $158.1B |
| Dividend Yield | 7.81% | 2.59% |
| Holdings | 99 | 8,747 |
| YTD Return | +33.44%Best | +16.15% |
| 1Y Return | +29.50%Best | +27.58% |
| 3Y Return (annualized) | +22.70%Best | +20.48% |
| 5Y Return (annualized) | +23.97%Best | +9.09% |
| Volatility (annualized) | 39.7% | 14.8%Best |
| Max Drawdown | -96.7% | -39.9%Best |
| $10,000 over 5 years | $29,281Best | $15,450 |
| Fund Family | Virtus Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Oct 1, 2014 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 2, 2014 to Sep 4, 2026 (11.9 years).
AMZA vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.9 years both funds cover.
AMZA vs VXUS Performance
InfraCap MLP ETF (AMZA) is an ETF from Virtus Investment Partners and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year AMZA returned +29.50% while VXUS returned +27.58%. Year to date, AMZA is up 33.44% versus a gain of 16.15% for VXUS.
Over three years, AMZA compounded at +22.70% per year against +20.48% for VXUS; over five years the annualized figures are +23.97% and +9.09% respectively. Across the full 12-year window we track, VXUS has the edge at +6.37% annualized vs -8.99%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMZA has been the more volatile fund, with annualized monthly volatility of 39.7% compared with 14.8% 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 -96.7% for AMZA and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMZA charges 1.72% per year while VXUS charges 0.05%. On a $10,000 position that is $172 vs $5 annually, a gap of $167 per year that compounds over a long holding period. On income, AMZA currently yields 7.81% against 2.59% for VXUS.
Holdings Overlap
We hold position weights for 28 holdings in AMZA and 8,094 in VXUS, totalling 120.1% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 2 positions appear in both.
2 positions in common, counted across the 28 positions we hold weights for in AMZA and 8,094 in VXUS, against full books of 99 and 8,747.
You are not choosing between two funds in isolation.
Whichever of AMZA and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AMZA or VXUS?
AMZA has an expense ratio of 1.72% while VXUS charges 0.05%. VXUS is the cheaper option, by $167 a year on a $10,000 investment.
Which performed better, AMZA or VXUS?
Over the past year AMZA returned +29.50% vs +27.58% for VXUS, so AMZA leads on 1-year performance. Over the longest common window we track (12 years), AMZA annualized -8.99% vs +6.37% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMZA or VXUS?
AMZA has been the more volatile fund at 39.7% annualized versus 14.8% for VXUS. Worst drawdown: AMZA -96.7% vs VXUS -39.9%.
Should I hold both AMZA and VXUS?
AMZA and VXUS have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AMZA or VXUS?
AMZA yields 7.81% while VXUS yields 2.59%, so AMZA currently pays the higher dividend yield.
Is VXUS better than AMZA?
VXUS has a lower expense ratio. AMZA led over 1Y, 3Y and 5Y, VXUS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.