ESUM vs VXUS
Eventide US Market ETF vs Vanguard Total International Stock ETF
Which is better, ESUM or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y and the full window.
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
| Metric | ESUM | VXUS |
|---|---|---|
| Expense Ratio | 0.39% | 0.05%Best |
| AUM | $196M | $158.1B |
| Dividend Yield | 0.97% | 2.51% |
| Holdings | 204 | 8,747 |
| YTD Return | +12.38% | +14.48%Best |
| 1Y Return | +11.85% | +22.28%Best |
| 3Y Return (annualized) | - | +20.00% |
| 5Y Return (annualized) | - | +8.91% |
| Volatility (annualized) | 11.8% | 11.3%Best |
| Max Drawdown | -17.7% | -13.6%Best |
| $10,000 over 1.7 years | $12,579 | $15,289Best |
| Fund Family | Eventide | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 17, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 11, 2026 (1.7 years).
ESUM 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 1.7 years both funds cover.
ESUM vs VXUS Performance
Eventide US Market ETF (ESUM) is an ETF from Eventide and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year ESUM returned +11.85% while VXUS returned +22.28%. Year to date, ESUM is up 12.38% versus a gain of 14.48% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESUM has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 11.3% 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 -17.7% for ESUM 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESUM charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, ESUM currently yields 0.97% against 2.51% for VXUS.
Holdings Overlap
At least 2.8% of ESUM's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
ESUM and VXUS share little of their money.
9 positions in common, counted across the 204 positions we hold weights for in ESUM and 8,091 in VXUS, against full books of 204 and 8,747.
Top Shared Holdings
| Stock | Weight in ESUM | Weight in VXUS | Difference |
|---|---|---|---|
| SAP:FFSap Se, Sponsored Adr | 0.69% | 0.35% | 0.34% |
| HBANHuntington Bancshares Inc./Oh | 0.48% | 0.04% | 0.44% |
| SRESempra Common Stock | 0.48% | 0.00% | 0.48% |
| MGA:CAMagna International Inc | 0.35% | 0.04% | 0.31% |
| CP:CACANADIAN PACIFIC KANSAS CITY LTD COMMON STOCK CAD | 0.17% | 0.17% | 0.00% |
| TRI:CAThomson Reuters Corp Ord Cad Npv | 0.27% | 0.02% | 0.25% |
| TRP:CATc Energy Corp | 0.12% | 0.15% | 0.03% |
| RBA:CARb Global Inc | 0.15% | 0.05% | 0.10% |
| UMG:ASUniversal Music Group N.V. Universal Music Group N V | 0.12% | 0.05% | 0.07% |
You are not choosing between two funds in isolation.
Whichever of ESUM and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ESUM or VXUS?
ESUM has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, ESUM or VXUS?
Over the past year ESUM returned +11.85% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), ESUM annualized +14.45% vs +28.37% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESUM or VXUS?
ESUM has been the more volatile fund at 11.8% annualized versus 11.3% for VXUS. Worst drawdown: ESUM -17.7% vs VXUS -13.6%.
Should I hold both ESUM and VXUS?
ESUM and VXUS have a monthly-return correlation of 0.72, 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 ESUM and VXUS?
At least 2.8% of ESUM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 204 positions we hold weights for in ESUM and 8,091 in VXUS.
Which pays a higher dividend, ESUM or VXUS?
ESUM yields 0.97% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than ESUM?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.