DDWM vs VXUS

DDWM vs VXUS
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Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricDDWMVXUSWinner
Expense Ratio0.40%0.05%
AUM$1.5B$158.1B
Dividend Yield2.52%2.59%
Holdings1,4628,747
YTD Return+8.10%+15.44%
1Y Return+15.15%+26.36%
3Y Return (annualized)+19.11%+20.98%
5Y Return (annualized)+12.45%+9.68%
Volatility (annualized)12.4%15.1%
Max Drawdown-35.0%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJan 7, 2016Jan 26, 2011

DDWM vs VXUS Performance

WisdomTree Dynamic International Equity Fund (DDWM) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DDWM returned +15.15% while VXUS returned +26.36%. Year to date, DDWM is up 8.10% versus a gain of 15.44% for VXUS.

Over three years, DDWM compounded at +19.11% per year against +20.98% for VXUS; over five years the annualized figures are +12.45% and +9.68% respectively. Across the full 11-year window we track, DDWM has the edge at +10.36% annualized vs +4.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% for DDWM. 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 -35.0% for DDWM 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DDWM charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, DDWM currently yields 2.52% against 2.59% for VXUS.

Holdings Overlap

27.5%overlap

DDWM and VXUS share 911 holdings out of 8196 unique holdings combined, representing a 27.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DDWMWeight in VXUSDifference
ASML:AS0.82%1.29%0.47%
NOVN:SM1.26%0.73%0.53%
ROG:SM1.20%0.75%0.45%
NESN:SMProProPro
AZN:LNProProPro
ISP:MIProProPro
BATS:LNProProPro
LVMH:PAProProPro
BBVA:MAProProPro
8306:JPProProPro
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Frequently Asked Questions

Which is cheaper, DDWM or VXUS?

DDWM has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, DDWM or VXUS?

Over the past year DDWM returned +15.15% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.36% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, DDWM or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.4% for DDWM. Worst drawdown: DDWM -35.0% vs VXUS -39.9%.

Should I hold both DDWM and VXUS?

DDWM and VXUS have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DDWM and VXUS?

DDWM and VXUS share 911 common holdings with a 27.5% weight overlap. Combined, they hold 8196 unique securities.

Which pays a higher dividend, DDWM or VXUS?

DDWM yields 2.52% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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