FDIV vs VXUS

FDIV vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricFDIVVXUSWinner
Expense Ratio0.35%0.05%
AUM$59M$158.1B
Dividend Yield2.38%2.59%
Holdings1138,747
YTD Return+6.74%+15.22%
1Y Return+8.64%+26.86%
3Y Return (annualized)+7.99%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)12.0%15.1%
Max Drawdown-18.6%-39.9%
Fund FamilyMarketDesk IndicesVanguard (US)
CategoryEquityEquity
InceptionSep 19, 2023Jan 26, 2011

FDIV vs VXUS Performance

MarketDesk Focused US Dividend ETF (FDIV) is a ETF from MarketDesk Indices and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FDIV returned +8.64% while VXUS returned +26.86%. Year to date, FDIV is up 6.74% versus a gain of 15.22% for VXUS.

Over three years, FDIV compounded at +7.99% per year against +20.34% for VXUS. Across the full 3-year window we track, FDIV has the edge at +7.99% annualized vs +4.89%. 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 12.0% for FDIV. 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 -18.6% for FDIV and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDIV charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, FDIV currently yields 2.38% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

FDIV and VXUS share 1 holdings out of 7979 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDIVWeight in VXUSDifference
SRE0.54%0.00%0.54%

Frequently Asked Questions

Which is cheaper, FDIV or VXUS?

FDIV has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, FDIV or VXUS?

Over the past year FDIV returned +8.64% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), FDIV annualized +7.99% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, FDIV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.0% for FDIV. Worst drawdown: FDIV -18.6% vs VXUS -39.9%.

Should I hold both FDIV and VXUS?

FDIV and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDIV and VXUS?

FDIV and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7979 unique securities.

Which pays a higher dividend, FDIV or VXUS?

FDIV yields 2.38% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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