EFAS vs VXUS

EFAS vs VXUS

Which is better, EFAS or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. EFAS led over 1Y, 3Y and 5Y, VXUS over 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

MetricEFASVXUS
Expense Ratio0.55%0.05%Best
AUM$65M$158.1B
Dividend Yield4.52%2.59%
Holdings598,747
YTD Return+21.62%Best+16.15%
1Y Return+30.32%Best+27.58%
3Y Return (annualized)+27.31%Best+20.48%
5Y Return (annualized)+14.59%Best+9.09%
Volatility (annualized)18.5%15.0%Best
Max Drawdown-51.1%-39.9%Best
$10,000 over 5 years$19,758Best$15,450
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2016 to Sep 4, 2026 (9.8 years).

EFAS 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 9.8 years both funds cover.

EFAS vs VXUS Performance

Global X MSCI SuperDividend EAFE ETF (EFAS) is an ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EFAS returned +30.32% while VXUS returned +27.58%. Year to date, EFAS is up 21.62% versus a gain of 16.15% for VXUS.

Over three years, EFAS compounded at +27.31% per year against +20.48% for VXUS; over five years the annualized figures are +14.59% and +9.09% respectively. Across the full 10-year window we track, VXUS has the edge at +9.01% annualized vs +8.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EFAS has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -51.1% for EFAS 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EFAS charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, EFAS currently yields 4.52% against 2.59% for VXUS.

Holdings Overlap

EFAS already in VXUS63.5%

At least 63.5% of EFAS's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% 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.

32 positions in common, counted across the 51 positions we hold weights for in EFAS and 8,094 in VXUS, against full books of 59 and 8,747.

Top Shared Holdings

StockWeight in EFASWeight in VXUSDifference
BMPS:MIBanca Monte Dei Paschi Siena2.59%0.05%2.54%
BAMI:MIBanco Bpm Spa2.43%0.06%2.37%
LAND:LNLand Securities Group Plc Ord Gbp0.1066666662.34%0.01%2.33%
SW:PASodexo Sa Loyalty Line2.33%0.00%2.33%
SDLF:LNStandard Life Plc2.29%0.02%2.27%
CABK:MACaixabank, S.a2.19%0.12%2.07%
MNG:LNM&G Plc2.28%0.02%2.26%
LGEN:LNLegal & General Group PLC Ord Gbp0.0252.20%0.05%2.15%
ZURN:SMZurich Insurance Group. Namen Akt1.99%0.25%1.74%
1308:HKSitc International Holdings Co Ltd2.17%0.01%2.16%

63.5% of EFAS 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.

EFASVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EFAS or VXUS?

EFAS has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, EFAS or VXUS?

Over the past year EFAS returned +30.32% vs +27.58% for VXUS, so EFAS leads on 1-year performance. Over the longest common window we track (10 years), EFAS annualized +8.26% vs +9.01% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EFAS or VXUS?

EFAS has been the more volatile fund at 18.5% annualized versus 15.0% for VXUS. Worst drawdown: EFAS -51.1% vs VXUS -39.9%.

Should I hold both EFAS and VXUS?

EFAS and VXUS have a monthly-return correlation of 0.87, 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 EFAS and VXUS?

At least 63.5% of EFAS's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 32 positions in common, counted across the 51 positions we hold weights for in EFAS and 8,094 in VXUS.

Which pays a higher dividend, EFAS or VXUS?

EFAS yields 4.52% while VXUS yields 2.59%, so EFAS currently pays the higher dividend yield.

Is VXUS better than EFAS?

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