COPY vs VXUS

COPY vs VXUS

Which is better, COPY or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. COPY led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: COPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCOPYVXUS
Expense Ratio0.80%0.05%Best
AUM$418M$158.1B
Dividend Yield0.77%2.51%
Holdings2048,747
YTD Return+19.51%Best+14.49%
1Y Return+28.52%Best+21.52%
3Y Return (annualized)-+20.55%
5Y Return (annualized)-+9.57%
Volatility (annualized)10.7%Best11.3%
Max Drawdown-14.1%-13.6%Best
$10,000 over 1.7 years$15,586Best$15,130
Fund FamilyTweedy Browne FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 27, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 21, 2026 (1.7 years).

COPY vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.

COPY vs VXUS Performance

Tweedy, Browne Insider + Value ETF (COPY) is an ETF from Tweedy Browne Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year COPY returned +28.52% while VXUS returned +21.52%. Year to date, COPY is up 19.51% versus a gain of 14.49% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 10.7% for COPY. 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 -14.1% for COPY and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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

COPY 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, COPY currently yields 0.77% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 158 holdings in COPY and 8,082 in VXUS, totalling 93.8% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 77 positions appear in both.

77 positions in common, counted across the 158 positions we hold weights for in COPY and 8,082 in VXUS, against full books of 204 and 8,747.

Top Shared Holdings

StockWeight in COPYWeight in VXUSDifference
REP:MARepsol S.a1.10%0.07%1.03%
PEY:CAPeyto Exploration & Development Corp1.14%0.01%1.13%
BNS:CABank Of Nova Scotia/The Common Stock0.84%0.24%0.60%
IGG:LNIg Group Holdings Plc0.99%0.01%0.98%
086790:KRHana Financial Group Inc0.92%0.05%0.87%
NORION:STNorion Bank Ab0.95%0.00%0.95%
DHL:SGDhl Group0.79%0.14%0.65%
PNDORA:COPandora A/s0.88%0.02%0.86%
VOD:LNVodafone Group Plc - Sp Adr0.82%0.06%0.76%
BFSA:SGBefesa Sa0.87%0.00%0.87%

You are not choosing between two funds in isolation.

Whichever of COPY and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

COPYVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COPY or VXUS?

COPY has an expense ratio of 0.80% while VXUS charges 0.05%. VXUS is the cheaper option, by $75 a year on a $10,000 investment.

Which performed better, COPY or VXUS?

Over the past year COPY returned +28.52% vs +21.52% for VXUS, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +29.83% vs +27.58% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COPY or VXUS?

VXUS has been the more volatile fund at 11.3% annualized versus 10.7% for COPY. Worst drawdown: COPY -14.1% vs VXUS -13.6%.

Should I hold both COPY and VXUS?

COPY and VXUS have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, COPY or VXUS?

COPY yields 0.77% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than COPY?

VXUS has a lower expense ratio. COPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.