DDWM vs VXUS

DDWM vs VXUS

Which is better, DDWM or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. DDWM led over 5Y and the full window, VXUS over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VXUSHigher Returns: split

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

MetricDDWMVXUS
Expense Ratio0.40%0.05%Best
AUM$1.5B$158.1B
Dividend Yield2.52%2.51%
Holdings1,4628,747
YTD Return+6.58%+14.83%Best
1Y Return+13.08%+24.27%Best
3Y Return (annualized)+17.43%+19.98%Best
5Y Return (annualized)+12.15%Best+9.07%
Volatility (annualized)12.3%Best14.8%
Max Drawdown-35.0%Best-39.9%
$10,000 over 5 years$17,742Best$15,436
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJan 7, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Sep 9, 2026 (10.7 years).

DDWM 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 10.7 years both funds cover.

DDWM vs VXUS Performance

WisdomTree Dynamic International Equity Fund (DDWM) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DDWM returned +13.08% while VXUS returned +24.27%. Year to date, DDWM is up 6.58% versus a gain of 14.83% for VXUS.

Over three years, DDWM compounded at +17.43% per year against +19.98% for VXUS; over five years the annualized figures are +12.15% and +9.07% respectively. Across the full 11-year window we track, DDWM has the edge at +10.15% annualized vs +8.65%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 12.3% 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 what each fund did in the worst stretch of the window measured above.

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 2.51% for VXUS.

Holdings Overlap

DDWM already in VXUS62.4%

At least 62.4% of DDWM's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

822 positions in common, counted across the 1,447 positions we hold weights for in DDWM and 8,091 in VXUS, against full books of 1,462 and 8,747.

Top Shared Holdings

StockWeight in DDWMWeight in VXUSDifference
ASML:ASAsml Holding N.V.0.97%1.70%0.73%
HSBA:LNHsbc Holdings Plc1.77%0.72%1.05%
NOVN:SMNovartis Ag Chf0.49 (Regd)1.16%0.65%0.51%
NESN:SMNestl? Sa1.10%0.59%0.51%
ISP:MIIntesa Sanpaolo SpA Shs1.27%0.23%1.04%
8306:JPMitsubishi Ufj Financial Group, Inc.0.81%0.48%0.33%
BHP:AUBHP Group Limited Ordinary Shares0.92%0.30%0.62%
BNP:PABnp Paribas Sa0.92%0.25%0.67%
SAN:MABanco Santander0.71%0.45%0.26%
AZN:LNAstrazeneca Plc0.53%0.62%0.09%

62.4% of DDWM is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DDWMVXUS

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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, by $35 a year on a $10,000 investment.

Which performed better, DDWM or VXUS?

Over the past year DDWM returned +13.08% vs +24.27% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.15% vs +8.65% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDWM or VXUS?

VXUS has been the more volatile fund at 14.8% annualized versus 12.3% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between DDWM and VXUS?

At least 62.4% of DDWM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 822 positions in common, counted across the 1,447 positions we hold weights for in DDWM and 8,091 in VXUS.

Which pays a higher dividend, DDWM or VXUS?

DDWM yields 2.52% while VXUS yields 2.51%, so DDWM currently pays the higher dividend yield.

Is VXUS better than DDWM?

VXUS has a lower expense ratio. DDWM led over 5Y and the full window, VXUS over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.