EDOW vs VXUS

EDOW vs VXUS

Which is better, EDOW or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. EDOW 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

MetricEDOWVXUS
Expense Ratio0.50%0.05%Best
AUM$328M$158.1B
Dividend Yield1.24%2.59%
Holdings628,747
YTD Return+12.38%+16.15%Best
1Y Return+18.28%+27.58%Best
3Y Return (annualized)+17.07%+20.48%Best
5Y Return (annualized)+10.18%Best+9.09%
Volatility (annualized)15.4%Best15.5%
Max Drawdown-33.7%Best-39.9%
$10,000 over 5 years$16,237Best$15,450
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionAug 8, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 9, 2017 to Sep 4, 2026 (9.1 years).

EDOW 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 9.1 years both funds cover.

EDOW vs VXUS Performance

First Trust Dow 30 Equal Weight ETF (EDOW) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EDOW returned +18.28% while VXUS returned +27.58%. Year to date, EDOW is up 12.38% versus a gain of 16.15% for VXUS.

Over three years, EDOW compounded at +17.07% per year against +20.48% for VXUS; over five years the annualized figures are +10.18% and +9.09% respectively. Across the full 9-year window we track, EDOW has the edge at +10.89% annualized vs +7.60%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.4% for EDOW. 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 -33.7% for EDOW 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EDOW charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, EDOW currently yields 1.24% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 30 holdings in EDOW and 8,094 in VXUS, totalling 99.8% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 30 positions we hold weights for in EDOW and 8,094 in VXUS, against full books of 62 and 8,747.

You are not choosing between two funds in isolation.

Whichever of EDOW and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDOWVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDOW or VXUS?

EDOW has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, EDOW or VXUS?

Over the past year EDOW returned +18.28% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), EDOW annualized +10.89% vs +7.60% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDOW or VXUS?

VXUS has been the more volatile fund at 15.5% annualized versus 15.4% for EDOW. Worst drawdown: EDOW -33.7% vs VXUS -39.9%.

Should I hold both EDOW and VXUS?

EDOW and VXUS have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EDOW or VXUS?

EDOW yields 1.24% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than EDOW?

VXUS has a lower expense ratio. EDOW 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.