DPG vs VXUS

DPG vs VXUS

Which is better, DPG or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. DPG led over 3Y, VXUS over 1Y, 5Y and the full window.

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

MetricDPGVXUS
Expense Ratio2.26%0.05%Best
AUM$570M$158.1B
Dividend Yield5.35%2.51%
Holdings568,747
YTD Return+9.44%+13.64%Best
1Y Return+15.80%+20.82%Best
3Y Return (annualized)+22.67%Best+19.58%
5Y Return (annualized)+8.21%+9.14%Best
Volatility (annualized)20.0%15.2%Best
Max Drawdown-76.0%-39.9%Best
$10,000 over 5 years$14,837$15,485Best
Fund FamilyDuff & Phelps Investment Management Co.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 29, 2011Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 27, 2011 to Sep 17, 2026 (15.1 years).

DPG 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 15.1 years both funds cover.

DPG vs VXUS Performance

Duff & Phelps Utility and Infrastructure Fund Inc (DPG) is an ETF from Duff & Phelps Investment Management Co. and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DPG returned +15.80% while VXUS returned +20.82%. Year to date, DPG is up 9.44% versus a gain of 13.64% for VXUS.

Over three years, DPG compounded at +22.67% per year against +19.58% for VXUS; over five years the annualized figures are +8.21% and +9.14% respectively. Across the full 15-year window we track, VXUS has the edge at +4.76% annualized vs +0.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DPG has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 15.2% for VXUS. 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 -76.0% for DPG 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DPG charges 2.26% per year while VXUS charges 0.05%. On a $10,000 position that is $226 vs $5 annually, a gap of $221 per year that compounds over a long holding period. On income, DPG currently yields 5.35% against 2.51% for VXUS.

Holdings Overlap

DPG already in VXUS30.7%

At least 30.7% of DPG'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.

The two portfolios partly overlap.

The two holdings books were reported 181 days apart, DPG as of Jan 31, 2026 and VXUS as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

16 positions in common, counted across the 53 positions we hold weights for in DPG and 8,082 in VXUS, against full books of 56 and 8,747.

Top Shared Holdings

StockWeight in DPGWeight in VXUSDifference
RWEG:FFRwe Ag3.98%0.10%3.88%
IBE:MAIberdrola Sa3.39%0.37%3.02%
SRESempra Common Stock3.62%0.00%3.62%
ENEI:MIEnel Spa2.76%0.19%2.57%
SSE:LNSse Plc2.28%0.09%2.19%
NG:LNNational Grid Plc1.95%0.18%1.77%
AENA:MAAena Sme Sa1.83%0.05%1.78%
FER:ASFerrovial Se1.81%0.07%1.74%
PNN:LNPennon Group Plc1.58%0.01%1.57%
1GT:GRGek Terna Sa1.43%0.01%1.42%

30.7% of DPG 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.

DPGVXUS

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Frequently Asked Questions

Which is cheaper, DPG or VXUS?

DPG has an expense ratio of 2.26% while VXUS charges 0.05%. VXUS is the cheaper option, by $221 a year on a $10,000 investment.

Which performed better, DPG or VXUS?

Over the past year DPG returned +15.80% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), DPG annualized +0.61% vs +4.76% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DPG or VXUS?

DPG has been the more volatile fund at 20.0% annualized versus 15.2% for VXUS. Worst drawdown: DPG -76.0% vs VXUS -39.9%.

Should I hold both DPG and VXUS?

DPG and VXUS have a monthly-return correlation of 0.70, 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 DPG and VXUS?

At least 30.7% of DPG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 16 positions in common, counted across the 53 positions we hold weights for in DPG and 8,082 in VXUS.

Which pays a higher dividend, DPG or VXUS?

DPG yields 5.35% while VXUS yields 2.51%, so DPG currently pays the higher dividend yield.

Is VXUS better than DPG?

VXUS has a lower expense ratio. DPG led over 3Y, VXUS over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.