DSMC vs VXUS

DSMC vs VXUS

Which is better, DSMC or VXUS?

Small Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. DSMC led over 1Y, VXUS over 3Y 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

MetricDSMCVXUS
Expense Ratio0.55%0.05%Best
AUM$178M$158.1B
Dividend Yield1.05%2.51%
Holdings1528,747
YTD Return+21.80%Best+13.64%
1Y Return+20.99%Best+20.82%
3Y Return (annualized)+13.45%+19.58%Best
5Y Return (annualized)-+9.14%
Volatility (annualized)16.9%12.0%Best
Max Drawdown-28.6%-13.6%Best
$10,000 over 3.1 years$14,103$16,788Best
Fund FamilyDistillate Capital EtfsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionOct 5, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 9, 2023 to Sep 17, 2026 (3.1 years).

DSMC 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 3.1 years both funds cover.

DSMC vs VXUS Performance

Distillate Small/Mid Cash Flow ETF (DSMC) is an ETF from Distillate Capital Etfs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DSMC returned +20.99% while VXUS returned +20.82%. Year to date, DSMC is up 21.80% versus a gain of 13.64% for VXUS.

Over three years, DSMC compounded at +13.45% per year against +19.58% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DSMC has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 12.0% 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 -28.6% for DSMC 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DSMC charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, DSMC currently yields 1.05% against 2.51% for VXUS.

Holdings Overlap

DSMC already in VXUS0.6%

At least 0.6% of DSMC'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.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 151 positions we hold weights for in DSMC and 8,082 in VXUS, against full books of 152 and 8,747.

Top Shared Holdings

StockWeight in DSMCWeight in VXUSDifference
SIG:LNSignet Jewelers Limited Common Shares0.60%0.02%0.58%

You are not choosing between two funds in isolation.

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

DSMCVXUS

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Frequently Asked Questions

Which is cheaper, DSMC or VXUS?

DSMC has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, DSMC or VXUS?

Over the past year DSMC returned +20.99% vs +20.82% for VXUS, so DSMC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DSMC or VXUS?

DSMC has been the more volatile fund at 16.9% annualized versus 12.0% for VXUS. Worst drawdown: DSMC -28.6% vs VXUS -13.6%.

Should I hold both DSMC and VXUS?

DSMC and VXUS have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DSMC or VXUS?

DSMC yields 1.05% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than DSMC?

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