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

MetricDVALVXUSWinner
Expense Ratio0.49%0.05%
AUM$71M$156.5B
Dividend Yield1.83%2.60%
Holdings1158,747
YTD Return+15.01%+14.57%
1Y Return+20.24%+27.82%
3Y Return (annualized)+14.32%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)12.7%15.1%
Max Drawdown-15.9%-39.9%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 27, 2006Jan 26, 2011

DVAL vs VXUS Performance

BrandywineGLOBAL-Dynamic US Large Cap Value ETF (DVAL) is a ETF from Franklin Templeton Investments (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DVAL returned +20.24% while VXUS returned +27.82%. Year to date, DVAL is up 15.01% versus a gain of 14.57% for VXUS.

Over three years, DVAL compounded at +14.32% per year against +19.27% for VXUS. Across the full 4-year window we track, DVAL has the edge at +13.51% annualized vs +4.86%. 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 12.7% for DVAL. 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 -15.9% for DVAL 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DVAL charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, DVAL currently yields 1.83% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

DVAL and VXUS share 2 holdings out of 7972 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DVALWeight in VXUSDifference
AM0.44%0.02%0.42%
KR0.45%0.00%0.45%

Frequently Asked Questions

Which is cheaper, DVAL or VXUS?

DVAL has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, DVAL or VXUS?

Over the past year DVAL returned +20.24% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), DVAL annualized +13.51% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, DVAL or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.7% for DVAL. Worst drawdown: DVAL -15.9% vs VXUS -39.9%.

Should I hold both DVAL and VXUS?

DVAL and VXUS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVAL and VXUS?

DVAL and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 7972 unique securities.

Which pays a higher dividend, DVAL or VXUS?

DVAL yields 1.83% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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