CXSE vs VTI
WisdomTree China ex-State-Owned Enterprises Fund vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | CXSE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.03% | |
| AUM | $495M | $666.9B | |
| Dividend Yield | 1.52% | 1.07% | |
| Holdings | 257 | 3,543 | |
| YTD Return | -7.03% | +14.82% | |
| 1Y Return | +2.01% | +22.43% | |
| 3Y Return (annualized) | +9.19% | +21.93% | |
| 5Y Return (annualized) | -5.75% | +12.34% | |
| Volatility (annualized) | 24.9% | 15.4% | |
| Max Drawdown | -70.0% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 19, 2012 | May 24, 2001 |
CXSE vs VTI Performance
WisdomTree China ex-State-Owned Enterprises Fund (CXSE) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CXSE returned +2.01% while VTI returned +22.43%. Year to date, CXSE is down 7.03% versus a gain of 14.82% for VTI.
Over three years, CXSE compounded at +9.19% per year against +21.93% for VTI; over five years the annualized figures are -5.75% and +12.34% respectively. Across the full 14-year window we track, VTI has the edge at +8.16% annualized vs +3.65%. 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 15.4% 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 -56.6% for VTI. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
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
CXSE and VTI share 0 holdings out of 3038 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, CXSE or VTI?
CXSE has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, CXSE or VTI?
Over the past year CXSE returned +2.01% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (14 years), CXSE annualized +3.65% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, CXSE or VTI?
CXSE has been the more volatile fund at 24.9% annualized versus 15.4% for VTI. Worst drawdown: CXSE -70.0% vs VTI -56.6%.
Should I hold both CXSE and VTI?
CXSE and VTI have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CXSE and VTI?
CXSE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3038 unique securities.
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.
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