CGUI 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

MetricCGUIVXUSWinner
Expense Ratio0.18%0.05%
AUM$318M$156.5B
Dividend Yield3.83%2.60%
Holdings3308,747
YTD Return+2.20%+14.57%
1Y Return+4.02%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)0.5%15.1%
Max Drawdown-0.2%-39.9%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 25, 2024Jan 26, 2011

CGUI vs VXUS Performance

Capital Group Ultra Short Income ETF (CGUI) is a ETF from Capital Group (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CGUI returned +4.02% while VXUS returned +27.82%. Year to date, CGUI is up 2.20% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.5% for CGUI. 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 -0.2% for CGUI 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGUI charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, CGUI currently yields 3.83% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

CGUI and VXUS share 1 holdings out of 8030 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CGUIWeight in VXUSDifference
SOGN:PA0.72%0.14%0.58%

Frequently Asked Questions

Which is cheaper, CGUI or VXUS?

CGUI has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, CGUI or VXUS?

Over the past year CGUI returned +4.02% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CGUI annualized +4.88% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CGUI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 0.5% for CGUI. Worst drawdown: CGUI -0.2% vs VXUS -39.9%.

Should I hold both CGUI and VXUS?

CGUI and VXUS have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGUI and VXUS?

CGUI and VXUS share 1 common holdings with a 0.1% weight overlap. Combined, they hold 8030 unique securities.

Which pays a higher dividend, CGUI or VXUS?

CGUI yields 3.83% while VXUS yields 2.60%, so CGUI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →