CPAI vs VXUS

CPAI vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. CPAI delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: CPAIMore Diversified: VXUS

Side-by-Side Comparison

MetricCPAIVXUSWinner
Expense Ratio0.75%0.05%
AUM$437M$158.1B
Dividend Yield0.71%2.59%
Holdings528,747
YTD Return+32.22%+15.22%
1Y Return+49.17%+26.86%
3Y Return (annualized)-+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)17.1%15.1%
Max Drawdown-21.5%-39.9%
Fund FamilyCounterpoint Mutual FundsVanguard (US)
CategoryEquityEquity
InceptionNov 28, 2023Jan 26, 2011

CPAI vs VXUS Performance

Counterpoint Quantitative Equity ETF (CPAI) is a ETF from Counterpoint Mutual Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CPAI returned +49.17% while VXUS returned +26.86%. Year to date, CPAI is up 32.22% versus a gain of 15.22% for VXUS.

Risk: Volatility and Drawdowns

CPAI has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -21.5% for CPAI 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CPAI charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, CPAI currently yields 0.71% against 2.59% for VXUS.

Holdings Overlap

0.1%overlap

CPAI and VXUS share 2 holdings out of 7917 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CPAIWeight in VXUSDifference
CVE:CA2.38%0.07%2.31%
BB:CA1.51%0.00%1.51%

Frequently Asked Questions

Which is cheaper, CPAI or VXUS?

CPAI has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, CPAI or VXUS?

Over the past year CPAI returned +49.17% vs +26.86% for VXUS, so CPAI leads on 1-year performance. Over the longest common window we track (3 years), CPAI annualized +32.80% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, CPAI or VXUS?

CPAI has been the more volatile fund at 17.1% annualized versus 15.1% for VXUS. Worst drawdown: CPAI -21.5% vs VXUS -39.9%.

Should I hold both CPAI and VXUS?

CPAI and VXUS have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CPAI and VXUS?

CPAI and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7917 unique securities.

Which pays a higher dividend, CPAI or VXUS?

CPAI yields 0.71% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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