DWM vs VXUS

DWM 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

MetricDWMVXUSWinner
Expense Ratio0.48%0.05%
AUM$693M$158.1B
Dividend Yield2.69%2.59%
Holdings1,4268,747
YTD Return+12.47%+15.22%
1Y Return+19.66%+26.86%
3Y Return (annualized)+19.49%+20.34%
5Y Return (annualized)+10.53%+9.38%
Volatility (annualized)16.9%15.1%
Max Drawdown-64.3%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 16, 2006Jan 26, 2011

DWM vs VXUS Performance

WisdomTree International Equity Fund (DWM) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DWM returned +19.66% while VXUS returned +26.86%. Year to date, DWM is up 12.47% versus a gain of 15.22% for VXUS.

Over three years, DWM compounded at +19.49% per year against +20.34% for VXUS; over five years the annualized figures are +10.53% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs +3.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWM has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -64.3% for DWM 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DWM charges 0.48% per year while VXUS charges 0.05%. On a $10,000 position that is $48 vs $5 annually, a gap of $43 per year that compounds over a long holding period. On income, DWM currently yields 2.69% against 2.59% for VXUS.

Holdings Overlap

27.6%overlap

DWM and VXUS share 884 holdings out of 8199 unique holdings combined, representing a 27.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DWMWeight in VXUSDifference
ASML:AS0.81%1.29%0.48%
NOVN:SM1.25%0.73%0.52%
ROG:SM1.19%0.75%0.44%
NESN:SMProProPro
5930:JPProProPro
AZN:LNProProPro
ISP:MIProProPro
BATS:LNProProPro
LVMH:PAProProPro
BBVA:MAProProPro
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Frequently Asked Questions

Which is cheaper, DWM or VXUS?

DWM has an expense ratio of 0.48% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, DWM or VXUS?

Over the past year DWM returned +19.66% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), DWM annualized +3.19% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, DWM or VXUS?

DWM has been the more volatile fund at 16.9% annualized versus 15.1% for VXUS. Worst drawdown: DWM -64.3% vs VXUS -39.9%.

Should I hold both DWM and VXUS?

DWM and VXUS have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DWM and VXUS?

DWM and VXUS share 884 common holdings with a 27.6% weight overlap. Combined, they hold 8199 unique securities.

Which pays a higher dividend, DWM or VXUS?

DWM yields 2.69% while VXUS yields 2.59%, so DWM currently pays the higher dividend yield.

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