GJUL vs VXUS

GJUL vs VXUS

Which is better, GJUL or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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

MetricGJULVXUS
Expense Ratio0.85%0.05%Best
AUM$410M$158.1B
Dividend Yield0.00%2.59%
Holdings108,747
YTD Return+7.82%+16.15%Best
1Y Return+11.26%+27.58%Best
3Y Return (annualized)+13.25%+20.48%Best
5Y Return (annualized)-+9.09%
Volatility (annualized)6.4%Best12.2%
Max Drawdown-10.7%Best-13.6%
$10,000 over 3.1 years$14,407$16,810Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 21, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 24, 2023 to Sep 4, 2026 (3.1 years).

GJUL 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 3.1 years both funds cover.

GJUL vs VXUS Performance

FT Vest US Equity Moderate Buffer ETF - July (GJUL) 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 GJUL returned +11.26% while VXUS returned +27.58%. Year to date, GJUL is up 7.82% versus a gain of 16.15% for VXUS.

Over three years, GJUL compounded at +13.25% per year against +20.48% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 6.4% for GJUL. 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 -10.7% for GJUL and -13.6% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GJUL charges 0.85% per year while VXUS charges 0.05%. On a $10,000 position that is $85 vs $5 annually, a gap of $80 per year that compounds over a long holding period. On income, GJUL currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 1 holding in GJUL and 8,094 in VXUS, totalling 0.6% 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 1 positions we hold weights for in GJUL and 8,094 in VXUS, against full books of 10 and 8,747.

You are not choosing between two funds in isolation.

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

GJULVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GJUL or VXUS?

GJUL has an expense ratio of 0.85% while VXUS charges 0.05%. VXUS is the cheaper option, by $80 a year on a $10,000 investment.

Which performed better, GJUL or VXUS?

Over the past year GJUL returned +11.26% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GJUL or VXUS?

VXUS has been the more volatile fund at 12.2% annualized versus 6.4% for GJUL. Worst drawdown: GJUL -10.7% vs VXUS -13.6%.

Should I hold both GJUL and VXUS?

GJUL and VXUS have a monthly-return correlation of 0.71, 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, GJUL or VXUS?

GJUL yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than GJUL?

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