EVX vs VXUS

EVX vs VXUS

Which is better, EVX or VXUS?

Mid Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. EVX led over the full window, VXUS over 1Y, 3Y and 5Y.

Lower Fees: VXUSHigher Returns: split

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

MetricEVXVXUS
Expense Ratio0.55%0.05%Best
AUM$99M$158.1B
Dividend Yield0.18%2.59%
Holdings288,747
YTD Return+5.41%+16.15%Best
1Y Return+3.01%+27.58%Best
3Y Return (annualized)+9.85%+20.48%Best
5Y Return (annualized)+6.97%+9.09%Best
Volatility (annualized)17.0%15.0%Best
Max Drawdown-41.0%-39.9%Best
$10,000 over 5 years$14,006$15,450Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionOct 10, 2006Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

EVX 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 15.6 years both funds cover.

EVX vs VXUS Performance

VanEck Environmental Services ETF (EVX) is an ETF from VanEck and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EVX returned +3.01% while VXUS returned +27.58%. Year to date, EVX is up 5.41% versus a gain of 16.15% for VXUS.

Over three years, EVX compounded at +9.85% per year against +20.48% for VXUS; over five years the annualized figures are +6.97% and +9.09% respectively. Across the full 16-year window we track, EVX has the edge at +10.02% annualized vs +4.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EVX has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.0% 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 -41.0% for EVX and -39.9% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EVX charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, EVX currently yields 0.18% against 2.59% for VXUS.

Holdings Overlap

EVX already in VXUS25.6%

At least 25.6% of EVX's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

EVX and VXUS share little of their money.

10 positions in common, counted across the 27 positions we hold weights for in EVX and 8,092 in VXUS, against full books of 28 and 8,747.

Top Shared Holdings

StockWeight in EVXWeight in VXUSDifference
WCN:CAWaste Connections Inc6.80%0.09%6.71%
VIE:PAVie Fp Veolia Environnement Sa5.75%0.06%5.69%
GFL:CAGfl Environmental Inc4.28%0.02%4.26%
6370:JPKurita Water Industries Ltd2.87%0.01%2.86%
6368:JPOrgano Corp1.51%0.01%1.50%
DRX:LNDrax Group Plc Common Stock GBP.11551721.36%0.01%1.35%
CWY:AUCleanaway Waste Management Ltd1.10%0.01%1.09%
6013:JPTakuma Co Ltd0.88%0.00%0.88%
6254:JPNomura Micro Science Co Ltd0.54%0.00%0.54%
9336:JPDaiei Kankyo Co Ltd0.54%0.00%0.54%

25.6% of EVX 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.

EVXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EVX or VXUS?

EVX has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, EVX or VXUS?

Over the past year EVX returned +3.01% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EVX annualized +10.02% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EVX or VXUS?

EVX has been the more volatile fund at 17.0% annualized versus 15.0% for VXUS. Worst drawdown: EVX -41.0% vs VXUS -39.9%.

Should I hold both EVX and VXUS?

EVX 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 EVX and VXUS?

At least 25.6% of EVX's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 27 positions we hold weights for in EVX and 8,092 in VXUS.

Which pays a higher dividend, EVX or VXUS?

EVX yields 0.18% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than EVX?

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