CNAV vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: CNAVMore Diversified: VXUS

Side-by-Side Comparison

MetricCNAVVXUSWinner
Expense Ratio1.31%0.05%
AUM$48M$156.5B
Dividend Yield0.00%2.60%
Holdings338,747
YTD Return+24.25%+14.57%
1Y Return+37.83%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)33.0%15.1%
Max Drawdown-30.1%-39.9%
Fund FamilyMohr FundsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionOct 1, 2024Jan 26, 2011

CNAV vs VXUS Performance

Mohr Company Nav ETF (CNAV) is a ETF from Mohr Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CNAV returned +37.83% while VXUS returned +27.82%. Year to date, CNAV is up 24.25% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

CNAV has been the more volatile fund, with annualized monthly volatility of 33.0% 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 -30.1% for CNAV 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CNAV charges 1.31% per year while VXUS charges 0.05%. On a $10,000 position that is $131 vs $5 annually, a gap of $126 per year that compounds over a long holding period. On income, CNAV currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

CNAV and VXUS share 0 holdings out of 7891 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, CNAV or VXUS?

CNAV has an expense ratio of 1.31% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

Which performed better, CNAV or VXUS?

Over the past year CNAV returned +37.83% vs +27.82% for VXUS, so CNAV leads on 1-year performance. Over the longest common window we track (2 years), CNAV annualized +27.27% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CNAV or VXUS?

CNAV has been the more volatile fund at 33.0% annualized versus 15.1% for VXUS. Worst drawdown: CNAV -30.1% vs VXUS -39.9%.

Should I hold both CNAV and VXUS?

CNAV and VXUS have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNAV and VXUS?

CNAV and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7891 unique securities.

Which pays a higher dividend, CNAV or VXUS?

CNAV yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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