EFAA vs VXUS

EFAA vs VXUS

Which is better, EFAA or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricEFAAVXUS
Expense Ratio0.39%0.05%Best
AUM$652M$158.1B
Dividend Yield8.11%2.59%
Holdings7088,747
YTD Return+11.03%+16.15%Best
1Y Return+18.85%+27.58%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)8.2%Best11.5%
Max Drawdown-12.0%Best-13.6%
$10,000 over 2.1 years$13,534$14,988Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 17, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 17, 2024 to Sep 4, 2026 (2.1 years).

EFAA 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 2.1 years both funds cover.

EFAA vs VXUS Performance

Invesco MSCI EAFE Income Advantage ETF (EFAA) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EFAA returned +18.85% while VXUS returned +27.58%. Year to date, EFAA is up 11.03% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 8.2% for EFAA. 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 -12.0% for EFAA and -13.6% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EFAA charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, EFAA currently yields 8.11% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 632 holdings in EFAA and 8,092 in VXUS, totalling 93.8% and 87.5% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 462 positions appear in both.

462 positions in common, counted across the 632 positions we hold weights for in EFAA and 8,092 in VXUS, against full books of 708 and 8,747.

Top Shared Holdings

StockWeight in EFAAWeight in VXUSDifference
ASML:ASAsml Holding Nv Unsponsored Adr Ordinary Shares2.34%1.70%0.64%
HSBA:LNHsbc Holdings Plc1.28%0.72%0.56%
NOVN:SMNovartis Ag Ordinary Shares0.99%0.65%0.34%
NESN:SMNestle Sa0.91%0.59%0.32%
AZN:LNAstrazeneca Plc0.84%0.62%0.22%
SHELShell plc0.89%0.48%0.41%
8306:JPMitsubishi Ufj Financial Group0.83%0.48%0.35%
CBA:AUPembina Pipeline Corp Cum Red Pfd Shs -A- Series -90.75%0.42%0.33%
BHP:AUBhp Group Ltd0.78%0.30%0.48%
SAP:SGSap Se0.72%0.35%0.37%

You are not choosing between two funds in isolation.

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

EFAAVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EFAA or VXUS?

EFAA has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, EFAA or VXUS?

Over the past year EFAA returned +18.85% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), EFAA annualized +15.50% vs +21.25% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EFAA or VXUS?

VXUS has been the more volatile fund at 11.5% annualized versus 8.2% for EFAA. Worst drawdown: EFAA -12.0% vs VXUS -13.6%.

Should I hold both EFAA and VXUS?

EFAA and VXUS have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, EFAA or VXUS?

EFAA yields 8.11% while VXUS yields 2.59%, so EFAA currently pays the higher dividend yield.

Is VXUS better than EFAA?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.