EVUS vs VXUS

EVUS vs VXUS

Which is better, EVUS or VXUS?

Large Cap Value 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

MetricEVUSVXUS
Expense Ratio0.18%0.05%Best
AUM$383M$158.1B
Dividend Yield1.44%2.51%
Holdings2268,747
YTD Return+13.37%Best+12.21%
1Y Return+17.99%+19.22%Best
3Y Return (annualized)+16.17%+19.10%Best
5Y Return (annualized)-+8.63%
Volatility (annualized)12.3%12.1%Best
Max Drawdown-15.7%-13.6%Best
$10,000 over 3.6 years$15,242$16,716Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJan 31, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 2, 2023 to Sep 16, 2026 (3.6 years).

EVUS 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 3.6 years both funds cover.

EVUS vs VXUS Performance

ishares ESG Aware MSCI USA Value ETF (EVUS) 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 EVUS returned +17.99% while VXUS returned +19.22%. Year to date, EVUS is up 13.37% versus a gain of 12.21% for VXUS.

Over three years, EVUS compounded at +16.17% per year against +19.10% for VXUS. Across the full 4-year window we track, VXUS has the edge at +15.34% annualized vs +12.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EVUS has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 12.1% 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 -15.7% for EVUS 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EVUS charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, EVUS currently yields 1.44% against 2.51% for VXUS.

Holdings Overlap

EVUS already in VXUS0.5%

At least 0.5% of EVUS'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.

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

4 positions in common, counted across the 224 positions we hold weights for in EVUS and 8,082 in VXUS, against full books of 226 and 8,747.

Top Shared Holdings

StockWeight in EVUSWeight in VXUSDifference
SRESempra Common Stock0.18%0.00%0.18%
HBANHuntington Bancshares Inc./Oh0.13%0.05%0.08%
SUNBSunbelt Rentals0.10%0.07%0.03%
KRKroger Co.0.10%0.00%0.10%

You are not choosing between two funds in isolation.

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

EVUSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EVUS or VXUS?

EVUS has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, EVUS or VXUS?

Over the past year EVUS returned +17.99% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +12.42% vs +15.34% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EVUS or VXUS?

EVUS has been the more volatile fund at 12.3% annualized versus 12.1% for VXUS. Worst drawdown: EVUS -15.7% vs VXUS -13.6%.

Should I hold both EVUS and VXUS?

EVUS and VXUS have a monthly-return correlation of 0.80, 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, EVUS or VXUS?

EVUS yields 1.44% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than EVUS?

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.