EVIM vs VXUS

EVIM vs VXUS

Which is better, EVIM or VXUS?

Municipal Bond against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricEVIMVXUS
Expense Ratio0.11%0.05%Best
AUM$285M$158.1B
Dividend Yield3.58%2.51%
Holdings2828,747
YTD Return-1.05%+13.64%Best
1Y Return+0.75%+20.82%Best
3Y Return (annualized)+4.63%+19.58%Best
5Y Return (annualized)-+9.14%
Volatility (annualized)4.7%Best11.6%
Max Drawdown-4.2%Best-13.6%
$10,000 over 2.9 years$11,403$18,030Best
Fund FamilyEaton VanceVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionOct 16, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 19, 2023 to Sep 17, 2026 (2.9 years).

EVIM 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 2.9 years both funds cover.

EVIM vs VXUS Performance

Eaton Vance Intermediate Municipal Income ETF (EVIM) is an ETF from Eaton Vance and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVIM returned +0.75% while VXUS returned +20.82%. Year to date, EVIM is down 1.05% versus a gain of 13.64% for VXUS.

Over three years, EVIM compounded at +4.63% per year against +19.58% 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 11.6% compared with 4.7% for EVIM. 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 -4.2% for EVIM 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 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EVIM charges 0.11% per year while VXUS charges 0.05%. On a $10,000 position that is $11 vs $5 annually, a gap of $6 per year that compounds over a long holding period. On income, EVIM currently yields 3.58% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 79 holdings in EVIM and 8,082 in VXUS, totalling 29.2% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 79 positions we hold weights for in EVIM and 8,082 in VXUS, against full books of 282 and 8,747.

You are not choosing between two funds in isolation.

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

EVIMVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EVIM or VXUS?

EVIM has an expense ratio of 0.11% while VXUS charges 0.05%. VXUS is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, EVIM or VXUS?

Over the past year EVIM returned +0.75% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EVIM or VXUS?

VXUS has been the more volatile fund at 11.6% annualized versus 4.7% for EVIM. Worst drawdown: EVIM -4.2% vs VXUS -13.6%.

Should I hold both EVIM and VXUS?

EVIM and VXUS have a monthly-return correlation of 0.69, 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, EVIM or VXUS?

EVIM yields 3.58% while VXUS yields 2.51%, so EVIM currently pays the higher dividend yield.

Is VXUS better than EVIM?

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