FMF vs VXUS

FMF vs VXUS

Which is better, FMF or VXUS?

Market Neutral Strategy against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricFMFVXUS
Expense Ratio0.98%0.05%Best
AUM$272M$158.1B
Dividend Yield5.05%2.59%
Holdings108,747
YTD Return+8.62%+16.15%Best
1Y Return+12.48%+27.58%Best
3Y Return (annualized)+5.70%+20.48%Best
5Y Return (annualized)+5.15%+9.09%Best
Volatility (annualized)7.3%Best14.5%
Max Drawdown-24.8%Best-39.9%
$10,000 over 5 years$12,854$15,450Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMarket Neutral StrategyLarge Cap Blend
InceptionAug 1, 2013Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 2, 2013 to Sep 4, 2026 (13.1 years).

FMF 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 13.1 years both funds cover.

FMF vs VXUS Performance

First Trust Managed Futures Strategy Fund (FMF) 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 FMF returned +12.48% while VXUS returned +27.58%. Year to date, FMF is up 8.62% versus a gain of 16.15% for VXUS.

Over three years, FMF compounded at +5.70% per year against +20.48% for VXUS; over five years the annualized figures are +5.15% and +9.09% respectively. Across the full 13-year window we track, VXUS has the edge at +6.01% annualized vs +1.52%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 7.3% for FMF. 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 -24.8% for FMF 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 0.00. They move largely independently of each other.

Fees and Cost Over Time

FMF charges 0.98% per year while VXUS charges 0.05%. On a $10,000 position that is $98 vs $5 annually, a gap of $93 per year that compounds over a long holding period. On income, FMF currently yields 5.05% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 2 holdings in FMF and 8,094 in VXUS, totalling 8.1% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in FMF and 8,094 in VXUS, against full books of 10 and 8,747.

You are not choosing between two funds in isolation.

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

FMFVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FMF or VXUS?

FMF has an expense ratio of 0.98% while VXUS charges 0.05%. VXUS is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, FMF or VXUS?

Over the past year FMF returned +12.48% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), FMF annualized +1.52% vs +6.01% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FMF or VXUS?

VXUS has been the more volatile fund at 14.5% annualized versus 7.3% for FMF. Worst drawdown: FMF -24.8% vs VXUS -39.9%.

Should I hold both FMF and VXUS?

FMF and VXUS have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FMF or VXUS?

FMF yields 5.05% while VXUS yields 2.59%, so FMF currently pays the higher dividend yield.

Is VXUS better than FMF?

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