EVLU vs VXUS
iShares MSCI Emerging Markets Value Factor ETF vs Vanguard Total International Stock ETF
Which is better, EVLU or VXUS?
Mid Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. EVLU 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 | EVLU | VXUS |
|---|---|---|
| Expense Ratio | 0.35% | 0.05%Best |
| AUM | $18M | $158.1B |
| Dividend Yield | 3.67% | 2.51% |
| Holdings | 282 | 8,747 |
| YTD Return | +27.39%Best | +12.82% |
| 1Y Return | +42.94%Best | +19.86% |
| 3Y Return (annualized) | - | +19.33% |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 18.8% | 12.2%Best |
| Max Drawdown | -17.2% | -13.6%Best |
| $10,000 over 2 years | $18,174Best | $14,828 |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Sep 4, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 6, 2024 to Sep 18, 2026 (2 years).
EVLU 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 years both funds cover.
EVLU vs VXUS Performance
iShares MSCI Emerging Markets Value Factor ETF (EVLU) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVLU returned +42.94% while VXUS returned +19.86%. Year to date, EVLU is up 27.39% versus a gain of 12.82% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVLU has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 12.2% 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 -17.2% for EVLU 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVLU charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, EVLU currently yields 3.67% against 2.51% for VXUS.
Holdings Overlap
At least 52.1% of EVLU'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.
The two portfolios partly overlap.
138 positions in common, counted across the 248 positions we hold weights for in EVLU and 8,082 in VXUS, against full books of 282 and 8,747.
Top Shared Holdings
| Stock | Weight in EVLU | Weight in VXUS | Difference |
|---|---|---|---|
| 2317:TWHon Hai Precision Industry Co | 4.89% | 0.21% | 4.68% |
| 3008:TWLargan Precision Co Ltd Ord Twd10 | 2.72% | 0.03% | 2.69% |
| NPN:ZANaspers Ltd-N Shs Sedol Bn0Vx82 | 2.50% | 0.09% | 2.41% |
| 2357:TWAsustek Computer Inc | 2.13% | 0.04% | 2.09% |
| 6669:TWWiwynn Corp | 1.90% | 0.04% | 1.86% |
| 601398:SHIndustrial & Commercial Bank Of China Ltd | 1.68% | 0.17% | 1.51% |
| 3988:HKBank Of China Ltd. | 1.41% | 0.11% | 1.30% |
| VALE3:BVVale Sa | 1.37% | 0.12% | 1.25% |
| 2318:HKPing An Insurance (group) Co. Of China Ltd Class H | 1.32% | 0.11% | 1.21% |
| 2327:TWYageo Corp | 1.36% | 0.05% | 1.31% |
52.1% of EVLU is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, EVLU or VXUS?
EVLU has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, EVLU or VXUS?
Over the past year EVLU returned +42.94% vs +19.86% for VXUS, so EVLU leads on 1-year performance. Over the longest common window we track (2 years), EVLU annualized +34.81% vs +21.77% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVLU or VXUS?
EVLU has been the more volatile fund at 18.8% annualized versus 12.2% for VXUS. Worst drawdown: EVLU -17.2% vs VXUS -13.6%.
Should I hold both EVLU and VXUS?
EVLU and VXUS have a monthly-return correlation of 0.82, 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 EVLU and VXUS?
At least 52.1% of EVLU's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 138 positions in common, counted across the 248 positions we hold weights for in EVLU and 8,082 in VXUS.
Which pays a higher dividend, EVLU or VXUS?
EVLU yields 3.67% while VXUS yields 2.51%, so EVLU currently pays the higher dividend yield.
Is VXUS better than EVLU?
VXUS has a lower expense ratio. EVLU 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.