DIVG vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricDIVGVXUSWinner
Expense Ratio0.39%0.05%
AUM$11M$156.5B
Dividend Yield3.08%2.60%
Holdings1038,747
YTD Return+18.00%+14.57%
1Y Return+24.67%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)11.0%15.1%
Max Drawdown-15.0%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 6, 2023Jan 26, 2011

DIVG vs VXUS Performance

Invesco S&P 500 High Dividend Growers ETF (DIVG) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DIVG returned +24.67% while VXUS returned +27.82%. Year to date, DIVG is up 18.00% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.0% for DIVG. 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 -15.0% for DIVG 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIVG charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, DIVG currently yields 3.08% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

DIVG and VXUS share 3 holdings out of 7958 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVGWeight in VXUSDifference
HBAN1.36%0.05%1.31%
IRM1.29%0.05%1.24%
KR0.50%0.00%0.50%

Frequently Asked Questions

Which is cheaper, DIVG or VXUS?

DIVG has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, DIVG or VXUS?

Over the past year DIVG returned +24.67% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), DIVG annualized +19.89% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, DIVG or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 11.0% for DIVG. Worst drawdown: DIVG -15.0% vs VXUS -39.9%.

Should I hold both DIVG and VXUS?

DIVG and VXUS have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIVG and VXUS?

DIVG and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 7958 unique securities.

Which pays a higher dividend, DIVG or VXUS?

DIVG yields 3.08% while VXUS yields 2.60%, so DIVG currently pays the higher dividend yield.

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