ANEW vs VXUS

ANEW vs VXUS

Which is better, ANEW or VXUS?

All Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricANEWVXUS
Expense Ratio0.45%0.05%Best
AUM$8M$158.1B
Dividend Yield0.50%2.59%
Holdings1488,747
YTD Return+7.12%+15.71%Best
1Y Return+5.15%+25.07%Best
3Y Return (annualized)+15.07%+20.30%Best
5Y Return (annualized)+3.02%+9.21%Best
Volatility (annualized)16.8%15.0%Best
Max Drawdown-39.9%-29.4%Best
$10,000 over 5 years$11,604$15,535Best
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionOct 14, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 16, 2020 to Sep 8, 2026 (5.9 years).

ANEW 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 5.9 years both funds cover.

ANEW vs VXUS Performance

MSCI Transformational Changes ETF (ANEW) is an ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year ANEW returned +5.15% while VXUS returned +25.07%. Year to date, ANEW is up 7.12% versus a gain of 15.71% for VXUS.

Over three years, ANEW compounded at +15.07% per year against +20.30% for VXUS; over five years the annualized figures are +3.02% and +9.21% respectively. Across the full 6-year window we track, VXUS has the edge at +12.01% annualized vs +5.81%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ANEW has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.0% 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 -39.9% for ANEW and -29.4% 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ANEW charges 0.45% per year while VXUS charges 0.05%. On a $10,000 position that is $45 vs $5 annually, a gap of $40 per year that compounds over a long holding period. On income, ANEW currently yields 0.50% against 2.59% for VXUS.

Holdings Overlap

ANEW already in VXUS13.7%

At least 13.7% of ANEW's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

ANEW and VXUS share little of their money.

20 positions in common, counted across the 146 positions we hold weights for in ANEW and 8,092 in VXUS, against full books of 148 and 8,747.

Top Shared Holdings

StockWeight in ANEWWeight in VXUSDifference
700:HKTencent Holding Ltd2.00%0.77%1.23%
000660:KRSk Hynix0.42%2.17%1.75%
GIVN:SMGivaudan Reg2.24%0.07%2.17%
9988:HKAlibaba Group Holding Limited Ordinary Shares1.80%0.49%1.31%
NPN:ZANaspers Ltd. N Ordinary Shs1.92%0.09%1.83%
7974:JPNintendo Co., Ltd. (adr)1.60%0.10%1.50%
ABVXAbivax Sa0.87%0.02%0.85%
2454:TWMediatek Inc.0.20%0.44%0.24%
3293:TWInternational Games System C0.40%0.01%0.39%
9766:JPKonami Holdings Corp0.38%0.02%0.36%

You are not choosing between two funds in isolation.

Whichever of ANEW and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ANEWVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ANEW or VXUS?

ANEW has an expense ratio of 0.45% while VXUS charges 0.05%. VXUS is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, ANEW or VXUS?

Over the past year ANEW returned +5.15% vs +25.07% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), ANEW annualized +5.81% vs +12.01% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ANEW or VXUS?

ANEW has been the more volatile fund at 16.8% annualized versus 15.0% for VXUS. Worst drawdown: ANEW -39.9% vs VXUS -29.4%.

Should I hold both ANEW and VXUS?

ANEW and VXUS have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ANEW and VXUS?

At least 13.7% of ANEW's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 146 positions we hold weights for in ANEW and 8,092 in VXUS.

Which pays a higher dividend, ANEW or VXUS?

ANEW yields 0.50% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than ANEW?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.