DWLD vs VXUS

DWLD vs VXUS
Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25

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

MetricDWLDVXUSWinner
Expense Ratio0.62%0.05%
AUM$608M$158.1B
Dividend Yield0.87%2.59%
Holdings398,747
YTD Return+1.62%+15.22%
1Y Return+12.32%+26.86%
3Y Return (annualized)+19.54%+20.34%
5Y Return (annualized)+10.15%+9.38%
Volatility (annualized)18.6%15.1%
Max Drawdown-39.3%-39.9%
Fund FamilyDavis ETFsVanguard (US)
CategoryEquityEquity
InceptionJan 11, 2017Jan 26, 2011

DWLD vs VXUS Performance

Davis Select Worldwide ETF (DWLD) is a ETF from Davis ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DWLD returned +12.32% while VXUS returned +26.86%. Year to date, DWLD is up 1.62% versus a gain of 15.22% for VXUS.

Over three years, DWLD compounded at +19.54% per year against +20.34% for VXUS; over five years the annualized figures are +10.15% and +9.38% respectively. Across the full 10-year window we track, DWLD has the edge at +10.75% annualized vs +4.89%. 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 worth weighing if you expect to sell during market stress rather than ride it out.

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

0.6%overlap

DWLD and VXUS share 8 holdings out of 7899 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DWLDWeight in VXUSDifference
YMM:SH5.96%0.02%5.94%
TCOM5.42%0.07%5.35%
PRX:AS2.76%0.14%2.62%
2318:HKProProPro
NTESProProPro
TECK.B:CAProProPro
AMV0:ATProProPro
NPN:ZAProProPro
FundXLS Pro
See the top 8 holdings DWLD shares with VXUS
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

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. On a $10,000 investment, that is $57 per year of difference.

Which performed better, DWLD or VXUS?

Over the past year DWLD returned +12.32% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), DWLD annualized +10.75% vs +4.89% for VXUS. Past performance does not guarantee future results.

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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DWLD and VXUS?

DWLD and VXUS share 8 common holdings with a 0.6% weight overlap. Combined, they hold 7899 unique securities.

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.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25