DXJ vs VXUS

DXJ vs VXUS

Which is better, DXJ or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: DXJ

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

MetricDXJVXUS
Expense Ratio0.48%0.05%Best
AUM$7.3B$158.1B
Dividend Yield0.96%2.59%
Holdings4308,747
YTD Return+24.96%Best+16.15%
1Y Return+43.32%Best+27.58%
3Y Return (annualized)+29.93%Best+20.48%
5Y Return (annualized)+26.58%Best+9.09%
Volatility (annualized)16.9%15.0%Best
Max Drawdown-42.2%-39.9%Best
$10,000 over 5 years$32,496Best$15,450
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 16, 2006Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

DXJ 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 15.6 years both funds cover.

DXJ vs VXUS Performance

WisdomTree Japan Hedged Equity Fund (DXJ) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DXJ returned +43.32% while VXUS returned +27.58%. Year to date, DXJ is up 24.96% versus a gain of 16.15% for VXUS.

Over three years, DXJ compounded at +29.93% per year against +20.48% for VXUS; over five years the annualized figures are +26.58% and +9.09% respectively. Across the full 16-year window we track, DXJ has the edge at +11.48% annualized vs +4.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DXJ has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.0% 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 -42.2% for DXJ 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DXJ 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, DXJ currently yields 0.96% against 2.59% for VXUS.

Holdings Overlap

DXJ already in VXUS80.9%

At least 80.9% of DXJ's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of DXJ is already inside VXUS. Owning both mostly buys the same companies twice.

282 positions in common, counted across the 426 positions we hold weights for in DXJ and 8,092 in VXUS, against full books of 430 and 8,747.

Top Shared Holdings

StockWeight in DXJWeight in VXUSDifference
8306:JPMitsubishi Ufj Financial Group4.64%0.48%4.16%
8316:JPSumitomo Mitsui Financial Group Inc. Shs3.80%0.31%3.49%
8766:JPTokio Marine Holdings  Inc .3.14%0.18%2.96%
8035:JPTokyo Electron, Ltd.2.35%0.47%1.88%
8058:JPMitsubishi Corporation2.53%0.19%2.34%
2914:JP2914 Jp Japan Tobacco Inc.2.59%0.09%2.50%
9432:JPNippon Telegraph & Telephone Corp. Com Stk2.19%0.05%2.14%
8031:JPMitsui & Co., Ltd.1.80%0.15%1.65%
4502:JPTakeda Pharmaceutical Co Ltd1.83%0.11%1.72%
8001:JP8001 Jp Itochu Corp.1.74%0.16%1.58%

80.9% of DXJ 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.

DXJVXUS

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Frequently Asked Questions

Which is cheaper, DXJ or VXUS?

DXJ has an expense ratio of 0.48% while VXUS charges 0.05%. VXUS is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, DXJ or VXUS?

Over the past year DXJ returned +43.32% vs +27.58% for VXUS, so DXJ leads on 1-year performance. Over the longest common window we track (16 years), DXJ annualized +11.48% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DXJ or VXUS?

DXJ has been the more volatile fund at 16.9% annualized versus 15.0% for VXUS. Worst drawdown: DXJ -42.2% vs VXUS -39.9%.

Should I hold both DXJ and VXUS?

DXJ and VXUS have a monthly-return correlation of 0.61, 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 DXJ and VXUS?

At least 80.9% of DXJ's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 282 positions in common, counted across the 426 positions we hold weights for in DXJ and 8,092 in VXUS.

Which pays a higher dividend, DXJ or VXUS?

DXJ yields 0.96% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than DXJ?

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