DIVG vs VXUS

DIVG vs VXUS

Which is better, DIVG or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricDIVGVXUS
Expense Ratio0.39%0.05%Best
AUM$12M$158.1B
Dividend Yield2.99%2.51%
Holdings1028,747
YTD Return+15.79%Best+13.64%
1Y Return+19.37%+20.82%Best
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)11.0%Best11.1%
Max Drawdown-15.0%-13.6%Best
$10,000 over 2.8 years$15,971$16,943Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 6, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 6, 2023 to Sep 17, 2026 (2.8 years).

DIVG 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 2.8 years both funds cover.

DIVG vs VXUS Performance

Invesco S&P 500 High Dividend Growers ETF (DIVG) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DIVG returned +19.37% while VXUS returned +20.82%. Year to date, DIVG is up 15.79% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.1% 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 -13.6% 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 0.53. They move together some of the time, and apart the rest.

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 2.99% against 2.51% for VXUS.

Holdings Overlap

DIVG already in VXUS1.8%

At least 1.8% of DIVG's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

DIVG and VXUS share little of their money.

2 positions in common, counted across the 99 positions we hold weights for in DIVG and 8,082 in VXUS, against full books of 102 and 8,747.

What only one of them owns

Measured across the 99 and 8,082 positions we hold weights for.

VXUS holds 34 positions DIVG does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

Top Shared Holdings

StockWeight in DIVGWeight in VXUSDifference
HBANHuntington Bancshares Inc./Oh1.25%0.05%1.20%
KRKroger Co.0.51%0.00%0.51%

You are not choosing between two funds in isolation.

Whichever of DIVG and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DIVGVXUS

Free for up to 10 holdings. No account needed.

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, by $34 a year on a $10,000 investment.

Which performed better, DIVG or VXUS?

Over the past year DIVG returned +19.37% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVG or VXUS?

VXUS has been the more volatile fund at 11.1% annualized versus 11.0% for DIVG. Worst drawdown: DIVG -15.0% vs VXUS -13.6%.

Should I hold both DIVG and VXUS?

DIVG and VXUS have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DIVG and VXUS?

At least 1.8% of DIVG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 99 positions we hold weights for in DIVG and 8,082 in VXUS.

Which pays a higher dividend, DIVG or VXUS?

DIVG yields 2.99% while VXUS yields 2.51%, so DIVG currently pays the higher dividend yield.

Is VXUS better than DIVG?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.