FDD vs VXUS

FDD vs VXUS

Which is better, FDD or VXUS?

Large Cap Value against Large Cap Blend.

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

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

MetricFDDVXUS
Expense Ratio0.56%0.05%Best
AUM$932M$158.1B
Dividend Yield5.03%2.59%
Holdings688,747
YTD Return+20.40%Best+16.15%
1Y Return+37.25%Best+27.58%
3Y Return (annualized)+30.49%Best+20.48%
5Y Return (annualized)+13.77%Best+9.09%
Volatility (annualized)17.7%15.0%Best
Max Drawdown-46.5%-39.9%Best
$10,000 over 5 years$19,061Best$15,450
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionAug 27, 2007Jan 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).

FDD 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.

FDD vs VXUS Performance

First Trust STOXX European Select Dividend Index Fund (FDD) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year FDD returned +37.25% while VXUS returned +27.58%. Year to date, FDD is up 20.40% versus a gain of 16.15% for VXUS.

Over three years, FDD compounded at +30.49% per year against +20.48% for VXUS; over five years the annualized figures are +13.77% and +9.09% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +4.64%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDD has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -46.5% for FDD 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDD charges 0.56% per year while VXUS charges 0.05%. On a $10,000 position that is $56 vs $5 annually, a gap of $51 per year that compounds over a long holding period. On income, FDD currently yields 5.03% against 2.59% for VXUS.

Holdings Overlap

FDD already in VXUS65.7%

At least 65.7% of FDD's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% 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.

18 positions in common, counted across the 30 positions we hold weights for in FDD and 8,094 in VXUS, against full books of 68 and 8,747.

Top Shared Holdings

StockWeight in FDDWeight in VXUSDifference
LGEN:LNLegal & General Group PLC Ord Gbp0.0256.06%0.05%6.01%
TEP:PATeleperformance Se5.19%0.01%5.18%
BME:LNB&M European Value Retail Plc4.62%0.01%4.61%
TW:LNTaylor Wimpey plc Shs4.42%0.01%4.41%
AGN:ASAegon Ltd4.35%0.02%4.33%
INVP:LNInvestec Plc4.11%0.01%4.10%
NWG:LNNatWest Group PLC3.96%0.16%3.80%
HSBA:LNHsbc Securities Inc3.06%0.72%2.34%
NN:ASNn Group N.V.3.48%0.05%3.43%
ASRNL:ASAsr Nederland Nv3.44%0.03%3.41%

65.7% of FDD 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.

FDDVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDD or VXUS?

FDD has an expense ratio of 0.56% while VXUS charges 0.05%. VXUS is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, FDD or VXUS?

Over the past year FDD returned +37.25% vs +27.58% for VXUS, so FDD leads on 1-year performance. Over the longest common window we track (16 years), FDD annualized +4.64% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDD or VXUS?

FDD has been the more volatile fund at 17.7% annualized versus 15.0% for VXUS. Worst drawdown: FDD -46.5% vs VXUS -39.9%.

Should I hold both FDD and VXUS?

FDD and VXUS have a monthly-return correlation of 0.86, 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 FDD and VXUS?

At least 65.7% of FDD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 18 positions in common, counted across the 30 positions we hold weights for in FDD and 8,094 in VXUS.

Which pays a higher dividend, FDD or VXUS?

FDD yields 5.03% while VXUS yields 2.59%, so FDD currently pays the higher dividend yield.

Is VXUS better than FDD?

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