EPS vs VXUS

EPS vs VXUS

Which is better, EPS or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. EPS led over 3Y, 5Y and the full window, VXUS over 1Y.

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

MetricEPSVXUS
Expense Ratio0.08%0.05%Best
AUM$1.7B$158.1B
Dividend Yield1.14%2.59%
Holdings5068,747
YTD Return+15.17%+16.15%Best
1Y Return+21.52%+27.58%Best
3Y Return (annualized)+21.09%Best+20.48%
5Y Return (annualized)+12.71%Best+9.09%
Volatility (annualized)14.3%Best15.0%
Max Drawdown-35.8%Best-39.9%
$10,000 over 5 years$18,189Best$15,450
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 23, 2007Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

EPS 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 15.6 years both funds cover.

EPS vs VXUS Performance

WisdomTree US LargeCap Fund (EPS) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EPS returned +21.52% while VXUS returned +27.58%. Year to date, EPS is up 15.17% versus a gain of 16.15% for VXUS.

Over three years, EPS compounded at +21.09% per year against +20.48% for VXUS; over five years the annualized figures are +12.71% and +9.09% respectively. Across the full 16-year window we track, EPS has the edge at +12.19% annualized vs +4.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.3% for EPS. 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 -35.8% for EPS 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EPS charges 0.08% per year while VXUS charges 0.05%. On a $10,000 position that is $8 vs $5 annually, a gap of $3 per year that compounds over a long holding period. On income, EPS currently yields 1.14% against 2.59% for VXUS.

Holdings Overlap

EPS already in VXUS0.7%

At least 0.7% of EPS's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

6 positions in common, counted across the 502 positions we hold weights for in EPS and 8,092 in VXUS, against full books of 506 and 8,747.

Top Shared Holdings

StockWeight in EPSWeight in VXUSDifference
ORCLOracle Corp.0.47%0.00%0.47%
HBANHuntington Bancshares Inc./Oh0.06%0.04%0.02%
HALHalliburton0.07%0.02%0.05%
SRESempra0.08%0.00%0.08%
AMRZ:SMAmrize Ag Shs0.02%0.06%0.04%
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.02%0.05%0.03%

You are not choosing between two funds in isolation.

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

EPSVXUS

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Frequently Asked Questions

Which is cheaper, EPS or VXUS?

EPS has an expense ratio of 0.08% while VXUS charges 0.05%. VXUS is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, EPS or VXUS?

Over the past year EPS returned +21.52% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EPS annualized +12.19% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EPS or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 14.3% for EPS. Worst drawdown: EPS -35.8% vs VXUS -39.9%.

Should I hold both EPS and VXUS?

EPS and VXUS have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EPS or VXUS?

EPS yields 1.14% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than EPS?

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