GGZ vs VXUS

GGZ vs VXUS

Which is better, GGZ or VXUS?

Mid Cap Value 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

MetricGGZVXUS
Expense Ratio3.00%0.05%Best
AUM$165M$158.1B
Dividend Yield4.34%2.51%
Holdings3128,747
YTD Return+10.96%+15.71%Best
1Y Return+19.00%+25.07%Best
3Y Return (annualized)+19.15%+20.30%Best
5Y Return (annualized)+5.58%+9.21%Best
Volatility (annualized)21.3%14.7%Best
Max Drawdown-59.0%-39.9%Best
$10,000 over 5 years$13,119$15,535Best
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionJun 23, 2014Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 12, 2014 to Sep 8, 2026 (12.2 years).

GGZ 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 12.2 years both funds cover.

GGZ vs VXUS Performance

Gabelli Global Small and Mid Cap Value Trust (GGZ) is an ETF from Gabelli Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year GGZ returned +19.00% while VXUS returned +25.07%. Year to date, GGZ is up 10.96% versus a gain of 15.71% for VXUS.

Over three years, GGZ compounded at +19.15% per year against +20.30% for VXUS; over five years the annualized figures are +5.58% and +9.21% respectively. Across the full 12-year window we track, VXUS has the edge at +5.43% annualized vs +5.23%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGZ has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 14.7% 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 -59.0% for GGZ 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

GGZ charges 3.00% per year while VXUS charges 0.05%. On a $10,000 position that is $300 vs $5 annually, a gap of $295 per year that compounds over a long holding period. On income, GGZ currently yields 4.34% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 300 holdings in GGZ and 8,094 in VXUS, totalling 106.9% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 79 positions appear in both.

The two holdings books were reported 91 days apart, GGZ as of Mar 31, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

79 positions in common, counted across the 300 positions we hold weights for in GGZ and 8,094 in VXUS, against full books of 312 and 8,747.

Top Shared Holdings

StockWeight in GGZWeight in VXUSDifference
RR:LNRolls Royce Holdings Plc Common Stock Gbp.2 3.42%0.36%3.06%
6758:JPSony Corp2.85%0.26%2.59%
LISP:FFLindt & Spruengli Ag3.09%0.02%3.07%
CCO:CACameco Corporation Com Npv2.14%0.10%2.04%
MFI:CAMaple Leaf Foods Inc1.53%0.00%1.53%
RACE:MIFerrari Nv1.41%0.10%1.31%
SVT:LNSevern Trent Plc1.35%0.02%1.33%
2801:JPKikkoman Corp1.28%0.02%1.26%
VOD:LNVodafone Group Plc - Sp Adr1.06%0.05%1.01%
FBKFb Financial Corp0.88%0.03%0.85%

You are not choosing between two funds in isolation.

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

GGZVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GGZ or VXUS?

GGZ has an expense ratio of 3.00% while VXUS charges 0.05%. VXUS is the cheaper option, by $295 a year on a $10,000 investment.

Which performed better, GGZ or VXUS?

Over the past year GGZ returned +19.00% vs +25.07% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), GGZ annualized +5.23% vs +5.43% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GGZ or VXUS?

GGZ has been the more volatile fund at 21.3% annualized versus 14.7% for VXUS. Worst drawdown: GGZ -59.0% vs VXUS -39.9%.

Should I hold both GGZ and VXUS?

GGZ 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.

Which pays a higher dividend, GGZ or VXUS?

GGZ yields 4.34% while VXUS yields 2.51%, so GGZ currently pays the higher dividend yield.

Is VXUS better than GGZ?

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.