DUKH 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

MetricDUKHVXUSWinner
Expense Ratio1.07%0.05%
AUM$24M$156.5B
Dividend Yield5.64%2.60%
Holdings88,747
YTD Return-0.22%+14.57%
1Y Return+2.81%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)4.1%15.1%
Max Drawdown-5.7%-39.9%
Fund FamilyOcean Park Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 10, 2024Jan 26, 2011

DUKH vs VXUS Performance

Ocean Park High Income ETF (DUKH) is a ETF from Ocean Park Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DUKH returned +2.81% while VXUS returned +27.82%. Year to date, DUKH is down 0.22% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.1% for DUKH. 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 -5.7% for DUKH 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DUKH charges 1.07% per year while VXUS charges 0.05%. On a $10,000 position that is $107 vs $5 annually, a gap of $102 per year that compounds over a long holding period. On income, DUKH currently yields 5.64% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

DUKH and VXUS share 0 holdings out of 7867 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, DUKH or VXUS?

DUKH has an expense ratio of 1.07% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, DUKH or VXUS?

Over the past year DUKH returned +2.81% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +2.99% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, DUKH or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.1% for DUKH. Worst drawdown: DUKH -5.7% vs VXUS -39.9%.

Should I hold both DUKH and VXUS?

DUKH and VXUS have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DUKH and VXUS?

DUKH and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7867 unique securities.

Which pays a higher dividend, DUKH or VXUS?

DUKH yields 5.64% while VXUS yields 2.60%, so DUKH currently pays the higher dividend yield.

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