EDZ vs VXUS

EDZ 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

MetricEDZVXUSWinner
Expense Ratio1.05%0.05%
AUM$21M$158.1B
Dividend Yield4.26%2.59%
Holdings48,747
YTD Return-52.90%+15.22%
1Y Return-68.16%+26.86%
3Y Return (annualized)-48.73%+20.34%
5Y Return (annualized)-28.24%+9.38%
Volatility (annualized)53.8%15.1%
Max Drawdown-100.0%-39.9%
Fund FamilyDirexion Shares ETF TrustVanguard (US)
CategoryAlternativeEquity
InceptionDec 17, 2008Jan 26, 2011

EDZ vs VXUS Performance

Direxion Daily MSCI Emerging Markets Bear 3X ETF (EDZ) is a ETF from Direxion Shares ETF Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EDZ returned -68.16% while VXUS returned +26.86%. Year to date, EDZ is down 52.90% versus a gain of 15.22% for VXUS.

Over three years, EDZ compounded at -48.73% per year against +20.34% for VXUS; over five years the annualized figures are -28.24% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs -40.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDZ has been the more volatile fund, with annualized monthly volatility of 53.8% 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 -100.0% for EDZ 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 move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDZ charges 1.05% per year while VXUS charges 0.05%. On a $10,000 position that is $105 vs $5 annually, a gap of $100 per year that compounds over a long holding period. On income, EDZ currently yields 4.26% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

EDZ and VXUS share 0 holdings out of 7871 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EDZ or VXUS?

EDZ has an expense ratio of 1.05% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, EDZ or VXUS?

Over the past year EDZ returned -68.16% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EDZ annualized -40.31% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, EDZ or VXUS?

EDZ has been the more volatile fund at 53.8% annualized versus 15.1% for VXUS. Worst drawdown: EDZ -100.0% vs VXUS -39.9%.

Should I hold both EDZ and VXUS?

EDZ 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 EDZ and VXUS?

EDZ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7871 unique securities.

Which pays a higher dividend, EDZ or VXUS?

EDZ yields 4.26% while VXUS yields 2.59%, so EDZ currently pays the higher dividend yield.

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