DWLD vs VXUS

DWLD vs VXUS

Which is better, DWLD or VXUS?

Each has led over a different period.

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

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

MetricDWLDVXUS
Expense Ratio0.62%0.05%Best
AUM$607M$158.1B
Dividend Yield0.87%2.59%
Holdings408,747
YTD Return+0.25%+16.15%Best
1Y Return+8.38%+27.58%Best
3Y Return (annualized)+19.14%+20.48%Best
5Y Return (annualized)+9.46%Best+9.09%
Volatility (annualized)18.6%15.1%Best
Max Drawdown-39.3%Best-39.9%
$10,000 over 5 years$15,714Best$15,450
Fund FamilyDavis ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 11, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 12, 2017 to Sep 4, 2026 (9.6 years).

DWLD 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 9.6 years both funds cover.

DWLD vs VXUS Performance

Davis Select Worldwide ETF (DWLD) is an ETF from Davis ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DWLD returned +8.38% while VXUS returned +27.58%. Year to date, DWLD is up 0.25% versus a gain of 16.15% for VXUS.

Over three years, DWLD compounded at +19.14% per year against +20.48% for VXUS; over five years the annualized figures are +9.46% and +9.09% respectively. Across the full 10-year window we track, DWLD has the edge at +10.53% annualized vs +8.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWLD has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.1% 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 -39.3% for DWLD 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWLD charges 0.62% per year while VXUS charges 0.05%. On a $10,000 position that is $62 vs $5 annually, a gap of $57 per year that compounds over a long holding period. On income, DWLD currently yields 0.87% against 2.59% for VXUS.

Holdings Overlap

DWLD already in VXUS21.1%

At least 21.1% of DWLD's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

DWLD and VXUS share little of their money.

619 positions in common, counted across the 1,430 positions we hold weights for in DWLD and 8,094 in VXUS, against full books of 40 and 8,747.

Top Shared Holdings

StockWeight in DWLDWeight in VXUSDifference
000660:KRSk Hynix0.63%2.17%1.54%
ASML:ASASML HOLDING NV0.68%1.70%1.02%
HSBA:LNHsbc Securities Inc0.38%0.72%0.34%
NOVN:SMNovartis Ag – Class N0.31%0.65%0.34%
RY:CARoyal Bank Of Canada0.30%0.64%0.34%
AZN:LNAstraZeneca PLC0.24%0.62%0.38%
NESN:SMNestle Sa0.26%0.59%0.33%
SIE:SGSiemens N Ag0.26%0.52%0.26%
RD:CAThe Toronto-Dominion Bank0.21%0.45%0.24%
CBA:AUPembina Pipeline Corp Cum Red Pfd Shs -A- Series -90.22%0.42%0.20%

21.1% of DWLD 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.

DWLDVXUS

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Frequently Asked Questions

Which is cheaper, DWLD or VXUS?

DWLD has an expense ratio of 0.62% while VXUS charges 0.05%. VXUS is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, DWLD or VXUS?

Over the past year DWLD returned +8.38% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), DWLD annualized +10.53% vs +8.55% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DWLD or VXUS?

DWLD has been the more volatile fund at 18.6% annualized versus 15.1% for VXUS. Worst drawdown: DWLD -39.3% vs VXUS -39.9%.

Should I hold both DWLD and VXUS?

DWLD and VXUS have a monthly-return correlation of 0.87, 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 DWLD and VXUS?

At least 21.1% of DWLD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 619 positions in common, counted across the 1,430 positions we hold weights for in DWLD and 8,094 in VXUS.

Which pays a higher dividend, DWLD or VXUS?

DWLD yields 0.87% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than DWLD?

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