EKG vs VXUS

EKG 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

MetricEKGVXUSWinner
Expense Ratio0.65%0.05%
AUM$4M$158.1B
Dividend Yield0.00%2.59%
Holdings398,747
YTD Return+11.10%+15.22%
1Y Return+21.29%+26.86%
3Y Return (annualized)+8.51%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)26.2%15.1%
Max Drawdown-43.8%-39.9%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 22, 2022Jan 26, 2011

EKG vs VXUS Performance

First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) is a ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EKG returned +21.29% while VXUS returned +26.86%. Year to date, EKG is up 11.10% versus a gain of 15.22% for VXUS.

Over three years, EKG compounded at +8.51% per year against +20.34% for VXUS. Across the full 4-year window we track, VXUS has the edge at +4.89% annualized vs +1.38%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EKG has been the more volatile fund, with annualized monthly volatility of 26.2% 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 -43.8% for EKG 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EKG charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, EKG currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

EKG and VXUS share 0 holdings out of 7907 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EKG or VXUS?

EKG has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, EKG or VXUS?

Over the past year EKG returned +21.29% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), EKG annualized +1.38% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, EKG or VXUS?

EKG has been the more volatile fund at 26.2% annualized versus 15.1% for VXUS. Worst drawdown: EKG -43.8% vs VXUS -39.9%.

Should I hold both EKG and VXUS?

EKG and VXUS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EKG and VXUS?

EKG and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7907 unique securities.

Which pays a higher dividend, EKG or VXUS?

EKG yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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