CGRO vs VXUS
CoreValues Alpha Greater China Growth ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | CGRO | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.05% | |
| AUM | $2M | $156.5B | |
| Dividend Yield | 3.69% | 2.60% | |
| Holdings | 33 | 8,747 | |
| YTD Return | -18.18% | +15.00% | |
| 1Y Return | -15.40% | +26.87% | |
| 3Y Return (annualized) | +5.58% | +19.79% | |
| 5Y Return (annualized) | +5.58% | +9.26% | |
| Volatility (annualized) | 62.6% | 15.1% | |
| Max Drawdown | -42.1% | -39.9% | |
| Fund Family | CORE VALUES ALPHA | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 16, 2023 | Jan 26, 2011 |
CGRO vs VXUS Performance
CoreValues Alpha Greater China Growth ETF (CGRO) is a ETF from CORE VALUES ALPHA and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CGRO returned -15.40% while VXUS returned +26.87%. Year to date, CGRO is down 18.18% versus a gain of 15.00% for VXUS.
Over three years, CGRO compounded at +5.58% per year against +19.79% for VXUS; over five years the annualized figures are +5.58% and +9.26% respectively. Across the full 6-year window we track, CGRO has the edge at +15.29% annualized vs +4.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGRO has been the more volatile fund, with annualized monthly volatility of 62.6% 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 -42.1% for CGRO 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 -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CGRO charges 0.89% per year while VXUS charges 0.05%. On a $10,000 position that is $89 vs $5 annually, a gap of $84 per year that compounds over a long holding period. On income, CGRO currently yields 3.69% against 2.60% for VXUS.
Holdings Overlap
CGRO and VXUS share 22 holdings out of 7870 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CGRO or VXUS?
CGRO has an expense ratio of 0.89% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, CGRO or VXUS?
Over the past year CGRO returned -15.40% vs +26.87% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), CGRO annualized +15.29% vs +4.88% for VXUS. Past performance does not guarantee future results.
Which is riskier, CGRO or VXUS?
CGRO has been the more volatile fund at 62.6% annualized versus 15.1% for VXUS. Worst drawdown: CGRO -42.1% vs VXUS -39.9%.
Should I hold both CGRO and VXUS?
CGRO and VXUS have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGRO and VXUS?
CGRO and VXUS share 22 common holdings with a 2.2% weight overlap. Combined, they hold 7870 unique securities.
Which pays a higher dividend, CGRO or VXUS?
CGRO yields 3.69% while VXUS yields 2.60%, so CGRO currently pays the higher dividend yield.
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