AUGZ 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

MetricAUGZVXUSWinner
Expense Ratio0.80%0.05%
AUM$42M$156.5B
Dividend Yield3.38%2.60%
Holdings128,747
YTD Return+9.75%+14.57%
1Y Return+17.13%+27.82%
3Y Return (annualized)+15.64%+19.27%
5Y Return (annualized)+10.23%+9.28%
Volatility (annualized)11.1%15.1%
Max Drawdown-15.7%-39.9%
Fund FamilyTrueSharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 31, 2020Jan 26, 2011

AUGZ vs VXUS Performance

TrueShares Structured Outcome August ETF (AUGZ) is a ETF from TrueShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AUGZ returned +17.13% while VXUS returned +27.82%. Year to date, AUGZ is up 9.75% versus a gain of 14.57% for VXUS.

Over three years, AUGZ compounded at +15.64% per year against +19.27% for VXUS; over five years the annualized figures are +10.23% and +9.28% respectively. Across the full 6-year window we track, AUGZ has the edge at +12.93% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.1% for AUGZ. 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 -15.7% for AUGZ 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AUGZ charges 0.80% per year while VXUS charges 0.05%. On a $10,000 position that is $80 vs $5 annually, a gap of $75 per year that compounds over a long holding period. On income, AUGZ currently yields 3.38% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

AUGZ and VXUS share 0 holdings out of 7863 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AUGZ or VXUS?

AUGZ has an expense ratio of 0.80% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, AUGZ or VXUS?

Over the past year AUGZ returned +17.13% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), AUGZ annualized +12.93% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, AUGZ or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 11.1% for AUGZ. Worst drawdown: AUGZ -15.7% vs VXUS -39.9%.

Should I hold both AUGZ and VXUS?

AUGZ and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AUGZ and VXUS?

AUGZ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7863 unique securities.

Which pays a higher dividend, AUGZ or VXUS?

AUGZ yields 3.38% while VXUS yields 2.60%, so AUGZ currently pays the higher dividend yield.

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