EFRA vs VXUS

EFRA 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

MetricEFRAVXUSWinner
Expense Ratio0.47%0.05%
AUM$6M$158.1B
Dividend Yield4.07%2.59%
Holdings1018,747
YTD Return+9.77%+15.22%
1Y Return+11.29%+26.86%
3Y Return (annualized)+12.26%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)15.3%15.1%
Max Drawdown-17.9%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 1, 2022Jan 26, 2011

EFRA vs VXUS Performance

iShares Environmental Infrastructure and Industrials ETF (EFRA) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EFRA returned +11.29% while VXUS returned +26.86%. Year to date, EFRA is up 9.77% versus a gain of 15.22% for VXUS.

Over three years, EFRA compounded at +12.26% per year against +20.34% for VXUS. Across the full 4-year window we track, EFRA has the edge at +14.14% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EFRA has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -17.9% for EFRA 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 usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EFRA 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, EFRA currently yields 4.07% against 2.59% for VXUS.

Holdings Overlap

0.3%overlap

EFRA and VXUS share 45 holdings out of 7904 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EFRAWeight in VXUSDifference
VIE:PA5.61%0.06%5.55%
UU:LN3.71%0.03%3.68%
SBSP3:BV3.28%0.03%3.25%
SVT:LNProProPro
STN:CAProProPro
7701:JPProProPro
UMI:BRProProPro
6370:JPProProPro
CSMG3:BVProProPro
SGM:AUProProPro
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Frequently Asked Questions

Which is cheaper, EFRA or VXUS?

EFRA has an expense ratio of 0.47% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, EFRA or VXUS?

Over the past year EFRA returned +11.29% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), EFRA annualized +14.14% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, EFRA or VXUS?

EFRA has been the more volatile fund at 15.3% annualized versus 15.1% for VXUS. Worst drawdown: EFRA -17.9% vs VXUS -39.9%.

Should I hold both EFRA and VXUS?

EFRA 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 EFRA and VXUS?

EFRA and VXUS share 45 common holdings with a 0.3% weight overlap. Combined, they hold 7904 unique securities.

Which pays a higher dividend, EFRA or VXUS?

EFRA yields 4.07% while VXUS yields 2.59%, so EFRA currently pays the higher dividend yield.

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