FGD vs VXUS

FGD vs VXUS

Which is better, FGD or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. FGD led over 1Y, 3Y and 5Y, VXUS over the full window. The two have moved almost in lockstep, correlation 0.90.

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

MetricFGDVXUS
Expense Ratio0.55%0.05%Best
AUM$1.6B$158.1B
Dividend Yield5.04%2.59%
Holdings2128,747
YTD Return+19.88%Best+16.15%
1Y Return+31.63%Best+27.58%
3Y Return (annualized)+25.96%Best+20.48%
5Y Return (annualized)+13.14%Best+9.09%
Volatility (annualized)16.5%15.0%Best
Max Drawdown-53.3%-39.9%Best
$10,000 over 5 years$18,539Best$15,450
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 21, 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).

FGD 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.

FGD vs VXUS Performance

First Trust Dow Jones Global Select Dividend Index Fund (FGD) 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 FGD returned +31.63% while VXUS returned +27.58%. Year to date, FGD is up 19.88% versus a gain of 16.15% for VXUS.

Over three years, FGD compounded at +25.96% per year against +20.48% for VXUS; over five years the annualized figures are +13.14% and +9.09% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +4.76%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FGD has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -53.3% for FGD 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FGD 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, FGD currently yields 5.04% against 2.59% for VXUS.

Holdings Overlap

FGD already in VXUS53.0%

At least 53.0% of FGD'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.

53 positions in common, counted across the 99 positions we hold weights for in FGD and 8,094 in VXUS, against full books of 212 and 8,747.

Top Shared Holdings

StockWeight in FGDWeight in VXUSDifference
017800:KRHyundai Elevator Ltd1.86%0.00%1.86%
BAMI:MIBanco Bpm Spa1.73%0.06%1.67%
TEP:PATeleperformance Se1.55%0.01%1.54%
LGEN:LNLegal & General Group PLC Ord Gbp0.0251.50%0.05%1.45%
PHNX:LNPhoenix Group Holdings plc Ord Gbp0.101.48%0.01%1.47%
BME:LNB&M European Value Retail Plc1.43%0.01%1.42%
UNI:MAUnicaja Banco Sa1.37%0.02%1.35%
TEF:MATelefonica, S.a.1.35%0.03%1.32%
ABDN:LNAbrdn Plc1.34%0.01%1.33%
BNP:PABnp Paribas Sa1.10%0.25%0.85%

53.0% of FGD 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.

FGDVXUS

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Frequently Asked Questions

Which is cheaper, FGD or VXUS?

FGD 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, FGD or VXUS?

Over the past year FGD returned +31.63% vs +27.58% for VXUS, so FGD leads on 1-year performance. Over the longest common window we track (16 years), FGD annualized +4.76% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FGD or VXUS?

FGD has been the more volatile fund at 16.5% annualized versus 15.0% for VXUS. Worst drawdown: FGD -53.3% vs VXUS -39.9%.

Should I hold both FGD and VXUS?

FGD and VXUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FGD and VXUS?

At least 53.0% of FGD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 53 positions in common, counted across the 99 positions we hold weights for in FGD and 8,094 in VXUS.

Which pays a higher dividend, FGD or VXUS?

FGD yields 5.04% while VXUS yields 2.59%, so FGD currently pays the higher dividend yield.

Is VXUS better than FGD?

VXUS has a lower expense ratio. FGD led over 1Y, 3Y and 5Y, VXUS over the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.