FLTR vs VXUS

FLTR 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

MetricFLTRVXUSWinner
Expense Ratio0.14%0.05%
AUM$2.9B$158.1B
Dividend Yield4.63%2.59%
Holdings4548,747
YTD Return+2.78%+15.22%
1Y Return+4.85%+26.86%
3Y Return (annualized)+5.93%+20.34%
5Y Return (annualized)+4.65%+9.38%
Volatility (annualized)13.2%15.1%
Max Drawdown-58.9%-39.9%
Fund FamilyVanEckVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 25, 2011Jan 26, 2011

FLTR vs VXUS Performance

VanEck IG Floating Rate ETF (FLTR) is a ETF from VanEck and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year FLTR returned +4.85% while VXUS returned +26.86%. Year to date, FLTR is up 2.78% versus a gain of 15.22% for VXUS.

Over three years, FLTR compounded at +5.93% per year against +20.34% for VXUS; over five years the annualized figures are +4.65% and +9.38% respectively. Across the full 15-year window we track, VXUS has the edge at +4.89% annualized vs -2.86%. 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 13.2% for FLTR. 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 -58.9% for FLTR 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLTR charges 0.14% per year while VXUS charges 0.05%. On a $10,000 position that is $14 vs $5 annually, a gap of $9 per year that compounds over a long holding period. On income, FLTR currently yields 4.63% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

FLTR and VXUS share 0 holdings out of 8122 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FLTR or VXUS?

FLTR has an expense ratio of 0.14% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, FLTR or VXUS?

Over the past year FLTR returned +4.85% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), FLTR annualized -2.86% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, FLTR or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.2% for FLTR. Worst drawdown: FLTR -58.9% vs VXUS -39.9%.

Should I hold both FLTR and VXUS?

FLTR and VXUS have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLTR and VXUS?

FLTR and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8122 unique securities.

Which pays a higher dividend, FLTR or VXUS?

FLTR yields 4.63% while VXUS yields 2.59%, so FLTR currently pays the higher dividend yield.

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