CBSE vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: CBSEMore Diversified: VXUS

Side-by-Side Comparison

MetricCBSEVXUSWinner
Expense Ratio0.86%0.05%
AUM$53M$156.5B
Dividend Yield0.26%2.60%
Holdings398,747
YTD Return+5.78%+14.19%
1Y Return+47.62%+27.38%
3Y Return (annualized)+12.66%+19.53%
5Y Return (annualized)-+9.03%
Volatility (annualized)22.2%15.1%
Max Drawdown-36.3%-39.9%
Fund FamilyChangebridge CapitalVanguard (US)
CategoryEquityEquity
InceptionNov 12, 2020Jan 26, 2011

CBSE vs VXUS Performance

Clough Select Equity ETF (CBSE) is a ETF from Changebridge Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CBSE returned +47.62% while VXUS returned +27.38%. Year to date, CBSE is up 5.78% versus a gain of 14.19% for VXUS.

Over three years, CBSE compounded at +12.66% per year against +19.53% for VXUS. Across the full 4-year window we track, CBSE has the edge at +14.85% annualized vs +4.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CBSE has been the more volatile fund, with annualized monthly volatility of 22.2% 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 -36.3% for CBSE 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CBSE charges 0.86% per year while VXUS charges 0.05%. On a $10,000 position that is $86 vs $5 annually, a gap of $81 per year that compounds over a long holding period. On income, CBSE currently yields 0.26% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

CBSE and VXUS share 0 holdings out of 7899 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, CBSE or VXUS?

CBSE has an expense ratio of 0.86% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, CBSE or VXUS?

Over the past year CBSE returned +47.62% vs +27.38% for VXUS, so CBSE leads on 1-year performance. Over the longest common window we track (4 years), CBSE annualized +14.85% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, CBSE or VXUS?

CBSE has been the more volatile fund at 22.2% annualized versus 15.1% for VXUS. Worst drawdown: CBSE -36.3% vs VXUS -39.9%.

Should I hold both CBSE and VXUS?

CBSE and VXUS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CBSE and VXUS?

CBSE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7899 unique securities.

Which pays a higher dividend, CBSE or VXUS?

CBSE yields 0.26% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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