CXSE vs VTI
WisdomTree China ex-State-Owned Enterprises Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, CXSE or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.
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
| Metric | CXSE | VTI |
|---|---|---|
| Expense Ratio | 0.32% | 0.03%Best |
| AUM | $489M | $666.9B |
| Dividend Yield | 1.52% | 1.07% |
| Holdings | 265 | 3,543 |
| YTD Return | -10.40% | +12.95%Best |
| 1Y Return | -9.98% | +19.17%Best |
| 3Y Return (annualized) | +8.40% | +20.86%Best |
| 5Y Return (annualized) | -6.99% | +11.72%Best |
| Volatility (annualized) | 24.9% | 14.6%Best |
| Max Drawdown | -70.0% | -35.0%Best |
| $10,000 over 5 years | $6,961 | $17,404Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 19, 2012 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 19, 2012 to Sep 8, 2026 (14 years).
CXSE vs VTI 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 14 years both funds cover.
CXSE vs VTI Performance
WisdomTree China ex-State-Owned Enterprises Fund (CXSE) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CXSE returned -9.98% while VTI returned +19.17%. Year to date, CXSE is down 10.40% versus a gain of 12.95% for VTI.
Over three years, CXSE compounded at +8.40% per year against +20.86% for VTI; over five years the annualized figures are -6.99% and +11.72% respectively. Across the full 14-year window we track, VTI has the edge at +12.87% annualized vs +3.36%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CXSE has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 14.6% for VTI. 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 -70.0% for CXSE and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CXSE charges 0.32% per year while VTI charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, CXSE currently yields 1.52% against 1.07% for VTI.
Holdings Overlap
We hold position weights for 253 holdings in CXSE and 2,788 in VTI, totalling 96.3% and 92.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 253 positions we hold weights for in CXSE and 2,788 in VTI, against full books of 265 and 3,543.
You are not choosing between two funds in isolation.
Whichever of CXSE and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CXSE or VTI?
CXSE has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, CXSE or VTI?
Over the past year CXSE returned -9.98% vs +19.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (14 years), CXSE annualized +3.36% vs +12.87% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CXSE or VTI?
CXSE has been the more volatile fund at 24.9% annualized versus 14.6% for VTI. Worst drawdown: CXSE -70.0% vs VTI -35.0%.
Should I hold both CXSE and VTI?
CXSE and VTI have a monthly-return correlation of 0.39, 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, CXSE or VTI?
CXSE yields 1.52% while VTI yields 1.07%, so CXSE currently pays the higher dividend yield.
Is VTI better than CXSE?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.