EXUS vs VYM

EXUS vs VYM

Which is better, EXUS or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricEXUSVYM
Expense Ratio0.59%0.04%Best
AUM$98M$81.6B
Dividend Yield0.03%2.22%
Holdings860613
YTD Return+8.73%+11.47%Best
1Y Return+9.54%+15.94%Best
3Y Return (annualized)-+18.03%
5Y Return (annualized)-+12.35%
Volatility (annualized)16.2%9.4%Best
Max Drawdown-15.3%-6.7%Best
$10,000 over 1.3 years$11,574$12,721Best
Top 10 Weight41.1%26.1%Best
Fund FamilyMacquarie FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 17, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 18, 2025 to Sep 21, 2026 (1.3 years).

EXUS vs VYM 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 1.3 years both funds cover.

EXUS vs VYM Performance

Nomura Focused International Core ETF (EXUS) is an ETF from Macquarie Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EXUS returned +9.54% while VYM returned +15.94%. Year to date, EXUS is up 8.73% versus a gain of 11.47% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EXUS has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 9.4% for VYM. 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 -15.3% for EXUS and -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EXUS charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, EXUS currently yields 0.03% against 2.22% for VYM.

Holdings Overlap

EXUS already in VYM1.4%
VYM already in EXUS0.3%

1.4% of EXUS's money is in holdings VYM also owns. 0.3% of VYM's money is in holdings EXUS also owns.

EXUS and VYM share little of their money.

1 positions in common, counted across the 42 positions we hold weights for in EXUS and 557 in VYM, against full books of 860 and 613.

What only one of them owns

Our book lists 527 positions for VYM that do not appear in our book for EXUS (96.8% of the fund), and 4 for EXUS that do not appear in VYM (7.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in EXUSWeight in VYMDifference
SLBSchlumberger Nv.1.42%0.30%1.12%

You are not choosing between two funds in isolation.

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

EXUSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EXUS or VYM?

EXUS has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, EXUS or VYM?

Over the past year EXUS returned +9.54% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), EXUS annualized +11.90% vs +20.34% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EXUS or VYM?

EXUS has been the more volatile fund at 16.2% annualized versus 9.4% for VYM. Worst drawdown: EXUS -15.3% vs VYM -6.7%.

Should I hold both EXUS and VYM?

EXUS and VYM have a monthly-return correlation of 0.65, 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 EXUS and VYM?

1.4% of EXUS's money is in holdings VYM also owns. 0.3% of VYM's is in holdings EXUS also owns. They hold 1 positions in common, counted across the 42 positions we hold weights for in EXUS and 557 in VYM.

Which pays a higher dividend, EXUS or VYM?

EXUS yields 0.03% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than EXUS?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.