DTAN vs VXUS

DTAN vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricDTANVXUSWinner
Expense Ratio0.55%0.05%
AUM$22M$158.1B
Dividend Yield2.70%2.59%
Holdings1238,747
YTD Return+8.41%+13.56%
1Y Return+16.70%+24.30%
3Y Return (annualized)-+20.24%
5Y Return (annualized)-+9.37%
Volatility (annualized)12.8%15.1%
Max Drawdown-17.6%-39.9%
Fund FamilySparkline CapitalVanguard (US)
CategoryEquityEquity
InceptionSep 9, 2024Jan 26, 2011

DTAN vs VXUS Performance

Sparkline International Intangible Value ETF (DTAN) is a ETF from Sparkline Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DTAN returned +16.70% while VXUS returned +24.30%. Year to date, DTAN is up 8.41% versus a gain of 13.56% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.8% for DTAN. 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 -17.6% for DTAN 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DTAN 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, DTAN currently yields 2.70% against 2.59% for VXUS.

Holdings Overlap

4.4%overlap

DTAN and VXUS share 64 holdings out of 7917 unique holdings combined, representing a 4.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DTANWeight in VXUSDifference
NOVN:SM3.45%0.73%2.72%
AZN:LN2.42%0.71%1.71%
OREP:PA2.77%0.16%2.61%
6758:JPProProPro
6501:JPProProPro
GSK:LNProProPro
ENR1N:MUProProPro
BASFN:FFProProPro
BAYN:SGProProPro
6752:JPProProPro
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Frequently Asked Questions

Which is cheaper, DTAN or VXUS?

DTAN has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, DTAN or VXUS?

Over the past year DTAN returned +16.70% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), DTAN annualized +19.14% vs +4.79% for VXUS. Past performance does not guarantee future results.

Which is riskier, DTAN or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.8% for DTAN. Worst drawdown: DTAN -17.6% vs VXUS -39.9%.

Should I hold both DTAN and VXUS?

DTAN and VXUS have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DTAN and VXUS?

DTAN and VXUS share 64 common holdings with a 4.4% weight overlap. Combined, they hold 7917 unique securities.

Which pays a higher dividend, DTAN or VXUS?

DTAN yields 2.70% while VXUS yields 2.59%, so DTAN currently pays the higher dividend yield.

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