EGGY vs VXUS

EGGY vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. EGGY delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: EGGYMore Diversified: VXUS

Side-by-Side Comparison

MetricEGGYVXUSWinner
Expense Ratio0.92%0.05%
AUM$162M$158.1B
Dividend Yield38.31%2.59%
Holdings448,747
YTD Return+27.80%+15.22%
1Y Return+27.20%+26.86%
3Y Return (annualized)-+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)34.6%15.1%
Max Drawdown-33.6%-39.9%
Fund FamilyNestYieldVanguard (US)
CategoryEquityEquity
InceptionDec 26, 2024Jan 26, 2011

EGGY vs VXUS Performance

NestYield Dynamic Income ETF (EGGY) is a ETF from NestYield and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EGGY returned +27.20% while VXUS returned +26.86%. Year to date, EGGY is up 27.80% versus a gain of 15.22% for VXUS.

Risk: Volatility and Drawdowns

EGGY has been the more volatile fund, with annualized monthly volatility of 34.6% 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 -33.6% for EGGY 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EGGY charges 0.92% per year while VXUS charges 0.05%. On a $10,000 position that is $92 vs $5 annually, a gap of $87 per year that compounds over a long holding period. On income, EGGY currently yields 38.31% against 2.59% for VXUS.

Holdings Overlap

0.1%overlap

EGGY and VXUS share 2 holdings out of 7888 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EGGYWeight in VXUSDifference
KR3.85%0.00%3.85%
CLS:CA2.96%0.07%2.89%

Frequently Asked Questions

Which is cheaper, EGGY or VXUS?

EGGY has an expense ratio of 0.92% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, EGGY or VXUS?

Over the past year EGGY returned +27.20% vs +26.86% for VXUS, so EGGY leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized +26.91% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, EGGY or VXUS?

EGGY has been the more volatile fund at 34.6% annualized versus 15.1% for VXUS. Worst drawdown: EGGY -33.6% vs VXUS -39.9%.

Should I hold both EGGY and VXUS?

EGGY and VXUS have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EGGY and VXUS?

EGGY and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7888 unique securities.

Which pays a higher dividend, EGGY or VXUS?

EGGY yields 38.31% while VXUS yields 2.59%, so EGGY currently pays the higher dividend yield.

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