EVNT vs VXUS

EVNT vs VXUS

Which is better, EVNT or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricEVNTVXUS
Expense Ratio1.33%0.05%Best
AUM$13M$158.1B
Dividend Yield4.51%2.51%
Holdings1098,747
YTD Return+6.76%+12.88%Best
1Y Return+9.15%+19.97%Best
3Y Return (annualized)+10.48%+20.14%Best
5Y Return (annualized)+5.13%+8.87%Best
Volatility (annualized)7.2%Best15.1%
Max Drawdown-13.8%Best-28.9%
$10,000 over 5 years$12,842$15,295Best
Fund FamilyAltSharesVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 20, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2021 to Sep 23, 2026 (5 years).

EVNT 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 5 years both funds cover.

EVNT vs VXUS Performance

AltShares Event Driven ETF (EVNT) is an ETF from AltShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVNT returned +9.15% while VXUS returned +19.97%. Year to date, EVNT is up 6.76% versus a gain of 12.88% for VXUS.

Over three years, EVNT compounded at +10.48% per year against +20.14% for VXUS; over five years the annualized figures are +5.13% and +8.87% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.2% for EVNT. 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 -13.8% for EVNT and -28.9% 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EVNT charges 1.33% per year while VXUS charges 0.05%. On a $10,000 position that is $133 vs $5 annually, a gap of $128 per year that compounds over a long holding period. On income, EVNT currently yields 4.51% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 80 holdings in EVNT and 8,082 in VXUS, totalling 95.0% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 5 positions appear in both.

5 positions in common, counted across the 80 positions we hold weights for in EVNT and 8,082 in VXUS, against full books of 109 and 8,747.

Top Shared Holdings

StockWeight in EVNTWeight in VXUSDifference
CCO:CACameco Corporation Com Npv1.87%0.08%1.79%
SDR:LNSchroders Plc1.87%0.01%1.86%
ITRK:LNIntertek Group Plc1.01%0.03%0.98%
DHER:FFDelivery Hero Se0.97%0.02%0.95%
SGRO:LNSegro Plc0.39%0.04%0.35%

You are not choosing between two funds in isolation.

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

EVNTVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EVNT or VXUS?

EVNT has an expense ratio of 1.33% while VXUS charges 0.05%. VXUS is the cheaper option, by $128 a year on a $10,000 investment.

Which performed better, EVNT or VXUS?

Over the past year EVNT returned +9.15% vs +19.97% 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, EVNT or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 7.2% for EVNT. Worst drawdown: EVNT -13.8% vs VXUS -28.9%.

Should I hold both EVNT and VXUS?

EVNT and VXUS have a monthly-return correlation of 0.67, 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, EVNT or VXUS?

EVNT yields 4.51% while VXUS yields 2.51%, so EVNT currently pays the higher dividend yield.

Is VXUS better than EVNT?

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