EIPI vs VXUS

EIPI vs VXUS

Which is better, EIPI or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. EIPI led over 1Y, 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

MetricEIPIVXUS
Expense Ratio1.11%0.05%Best
AUM$1.1B$158.1B
Dividend Yield7.15%2.51%
Holdings1128,747
YTD Return+15.80%Best+12.21%
1Y Return+20.97%Best+19.22%
3Y Return (annualized)-+19.10%
5Y Return (annualized)-+8.63%
Volatility (annualized)11.0%Best11.5%
Max Drawdown-12.3%Best-13.6%
$10,000 over 2.4 years$14,603$15,154Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 27, 2011Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 6, 2024 to Sep 16, 2026 (2.4 years).

EIPI 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 2.4 years both funds cover.

EIPI vs VXUS Performance

FT Energy Income Partners Enhanced Income ETF (EIPI) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EIPI returned +20.97% while VXUS returned +19.22%. Year to date, EIPI is up 15.80% versus a gain of 12.21% 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 11.0% for EIPI. 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 -12.3% for EIPI 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 0.18. They move largely independently of each other.

Fees and Cost Over Time

EIPI charges 1.11% per year while VXUS charges 0.05%. On a $10,000 position that is $111 vs $5 annually, a gap of $106 per year that compounds over a long holding period. On income, EIPI currently yields 7.15% against 2.51% for VXUS.

Holdings Overlap

EIPI already in VXUS7.2%

At least 7.2% of EIPI's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

EIPI and VXUS share little of their money.

8 positions in common, counted across the 75 positions we hold weights for in EIPI and 8,082 in VXUS, against full books of 112 and 8,747.

Top Shared Holdings

StockWeight in EIPIWeight in VXUSDifference
SHELShell Plc2.76%0.57%2.19%
SRESempra Common Stock1.47%0.00%1.47%
HALHalliburton Co.0.92%0.02%0.90%
ALA:CAAltagas Ltd., Pref.0.49%0.03%0.46%
KEY:CAKeyera Corp0.49%0.02%0.47%
TS:LUTenaris Sa Sponsored Adr (1 Ads : 2 Ordinary)0.49%0.00%0.49%
CEU:CACes Energy Solutions Corp0.40%0.01%0.39%
EFX:CAEnerflex Ltd0.20%0.01%0.19%

You are not choosing between two funds in isolation.

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

EIPIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EIPI or VXUS?

EIPI has an expense ratio of 1.11% while VXUS charges 0.05%. VXUS is the cheaper option, by $106 a year on a $10,000 investment.

Which performed better, EIPI or VXUS?

Over the past year EIPI returned +20.97% vs +19.22% for VXUS, so EIPI leads on 1-year performance. Over the longest common window we track (2 years), EIPI annualized +17.09% vs +18.91% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EIPI or VXUS?

VXUS has been the more volatile fund at 11.5% annualized versus 11.0% for EIPI. Worst drawdown: EIPI -12.3% vs VXUS -13.6%.

Should I hold both EIPI and VXUS?

EIPI and VXUS have a monthly-return correlation of 0.18, 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 EIPI and VXUS?

At least 7.2% of EIPI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 75 positions we hold weights for in EIPI and 8,082 in VXUS.

Which pays a higher dividend, EIPI or VXUS?

EIPI yields 7.15% while VXUS yields 2.51%, so EIPI currently pays the higher dividend yield.

Is VXUS better than EIPI?

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