ECON vs VXUS

ECON vs VXUS

Which is better, ECON or VXUS?

Each has led over a different period.

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

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

MetricECONVXUS
Expense Ratio0.47%0.05%Best
AUM$318M$158.1B
Dividend Yield1.36%2.51%
Holdings3768,747
YTD Return+24.51%Best+12.21%
1Y Return+34.13%Best+19.22%
3Y Return (annualized)+21.08%Best+19.10%
5Y Return (annualized)+7.89%+8.63%Best
Volatility (annualized)17.2%15.0%Best
Max Drawdown-45.4%-39.9%Best
$10,000 over 5 years$14,619$15,127Best
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 14, 2010Jan 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 16, 2026 (15.6 years).

ECON 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.

ECON vs VXUS Performance

Columbia Research Enhanced Emerging Economies ETF (ECON) is an ETF from Columbia Threadneedle Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year ECON returned +34.13% while VXUS returned +19.22%. Year to date, ECON is up 24.51% versus a gain of 12.21% for VXUS.

Over three years, ECON compounded at +21.08% per year against +19.10% for VXUS; over five years the annualized figures are +7.89% and +8.63% respectively. Across the full 16-year window we track, VXUS has the edge at +4.69% annualized vs +4.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ECON has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -45.4% for ECON 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ECON charges 0.47% per year while VXUS charges 0.05%. On a $10,000 position that is $47 vs $5 annually, a gap of $42 per year that compounds over a long holding period. On income, ECON currently yields 1.36% against 2.51% for VXUS.

Holdings Overlap

ECON already in VXUS66.2%

At least 66.2% of ECON's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

230 positions in common, counted across the 343 positions we hold weights for in ECON and 8,082 in VXUS, against full books of 376 and 8,747.

Top Shared Holdings

StockWeight in ECONWeight in VXUSDifference
000660:KRSk Hynix Inc Common Stock KRW 50007.01%1.41%5.60%
2454:TWMediaTek Inc ORD TWD103.18%0.35%2.83%
2308:TWDelta Electronics Inc1.84%0.21%1.63%
2317:TWHon Hai Precision Industry Co Ltd1.64%0.21%1.43%
3711:TWAse Technology Holding Co Lt1.20%0.13%1.07%
PDD:IEPdd Holdings Inc.1.11%0.15%0.96%
601398:SHIndustrial & Commercial Bank Of China Ltd0.99%0.17%0.82%
601138:SHFoxconn Industrial Internet Co1.12%0.01%1.11%
2383:TWElite Material Co Ltd0.88%0.09%0.79%
009150:KRSamsung Electro-Mechanics Co L0.87%0.09%0.78%

66.2% of ECON 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.

ECONVXUS

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Frequently Asked Questions

Which is cheaper, ECON or VXUS?

ECON has an expense ratio of 0.47% while VXUS charges 0.05%. VXUS is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, ECON or VXUS?

Over the past year ECON returned +34.13% vs +19.22% for VXUS, so ECON leads on 1-year performance. Over the longest common window we track (16 years), ECON annualized +4.27% vs +4.69% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ECON or VXUS?

ECON has been the more volatile fund at 17.2% annualized versus 15.0% for VXUS. Worst drawdown: ECON -45.4% vs VXUS -39.9%.

Should I hold both ECON and VXUS?

ECON and VXUS have a monthly-return correlation of 0.81, 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 ECON and VXUS?

At least 66.2% of ECON's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 230 positions in common, counted across the 343 positions we hold weights for in ECON and 8,082 in VXUS.

Which pays a higher dividend, ECON or VXUS?

ECON yields 1.36% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than ECON?

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