APMU vs VXUS

APMU vs VXUS

Which is better, APMU or VXUS?

Municipal Bond against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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

MetricAPMUVXUS
Expense Ratio0.35%0.05%Best
AUM$245M$158.1B
Dividend Yield2.73%2.51%
Holdings1,2478,747
YTD Return-1.50%+12.57%Best
1Y Return-1.02%+19.71%Best
3Y Return (annualized)+2.36%+19.25%Best
5Y Return (annualized)-+8.59%
Volatility (annualized)3.6%Best12.2%
Max Drawdown-4.4%Best-13.6%
$10,000 over 3.4 years$10,481$17,154Best
Fund FamilyEnvestnet Asset ManagementVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionMay 3, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Sep 15, 2026 (3.4 years).

APMU 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 3.4 years both funds cover.

APMU vs VXUS Performance

ActivePassive Intermediate Municipal Bond ETF (APMU) is an ETF from Envestnet Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year APMU returned -1.02% while VXUS returned +19.71%. Year to date, APMU is down 1.50% versus a gain of 12.57% for VXUS.

Over three years, APMU compounded at +2.36% per year against +19.25% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 3.6% for APMU. 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 -4.4% for APMU and -13.6% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

APMU charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, APMU currently yields 2.73% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 542 holdings in APMU and 8,082 in VXUS, totalling 40.8% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 542 positions we hold weights for in APMU and 8,082 in VXUS, against full books of 1,247 and 8,747.

You are not choosing between two funds in isolation.

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

APMUVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APMU or VXUS?

APMU has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, APMU or VXUS?

Over the past year APMU returned -1.02% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, APMU or VXUS?

VXUS has been the more volatile fund at 12.2% annualized versus 3.6% for APMU. Worst drawdown: APMU -4.4% vs VXUS -13.6%.

Should I hold both APMU and VXUS?

APMU and VXUS have a monthly-return correlation of 0.74, 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, APMU or VXUS?

APMU yields 2.73% while VXUS yields 2.51%, so APMU currently pays the higher dividend yield.

Is VXUS better than APMU?

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