DLY 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

MetricDLYVXUSWinner
Expense Ratio3.38%0.05%
AUM$735M$156.5B
Dividend Yield9.24%2.60%
Holdings4908,747
YTD Return+2.91%+14.57%
1Y Return+1.40%+27.82%
3Y Return (annualized)+8.35%+19.27%
5Y Return (annualized)+2.60%+9.28%
Volatility (annualized)13.3%15.1%
Max Drawdown-28.6%-39.9%
Fund FamilyDoubleLine FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 26, 2020Jan 26, 2011

DLY vs VXUS Performance

DoubleLine Yield Opportunities Fund (DLY) is a ETF from DoubleLine Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DLY returned +1.40% while VXUS returned +27.82%. Year to date, DLY is up 2.91% versus a gain of 14.57% for VXUS.

Over three years, DLY compounded at +8.35% per year against +19.27% for VXUS; over five years the annualized figures are +2.60% and +9.28% respectively. Across the full 6-year window we track, VXUS has the edge at +4.86% annualized vs +2.27%. 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 13.3% for DLY. 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 -28.6% for DLY 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DLY charges 3.38% per year while VXUS charges 0.05%. On a $10,000 position that is $338 vs $5 annually, a gap of $333 per year that compounds over a long holding period. On income, DLY currently yields 9.24% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

DLY and VXUS share 0 holdings out of 7862 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, DLY or VXUS?

DLY has an expense ratio of 3.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $333 per year of difference.

Which performed better, DLY or VXUS?

Over the past year DLY returned +1.40% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), DLY annualized +2.27% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, DLY or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.3% for DLY. Worst drawdown: DLY -28.6% vs VXUS -39.9%.

Should I hold both DLY and VXUS?

DLY and VXUS have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DLY and VXUS?

DLY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, DLY or VXUS?

DLY yields 9.24% while VXUS yields 2.60%, so DLY currently pays the higher dividend yield.

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