GMOI vs VXUS

GMOI vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. GMOI delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: GMOIMore Diversified: VXUS

Side-by-Side Comparison

MetricGMOIVXUSWinner
Expense Ratio0.60%0.05%
AUM$658M$158.1B
Dividend Yield2.64%2.59%
Holdings1638,747
YTD Return+21.19%+15.44%
1Y Return+37.27%+26.36%
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+9.68%
Volatility (annualized)10.8%15.1%
Max Drawdown-14.7%-39.9%
Fund FamilyGMOVanguard (US)
CategoryEquityEquity
InceptionOct 28, 2024Jan 26, 2011

GMOI vs VXUS Performance

GMO International Value ETF (GMOI) is a ETF from GMO and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year GMOI returned +37.27% while VXUS returned +26.36%. Year to date, GMOI is up 21.19% versus a gain of 15.44% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.8% for GMOI. 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 -14.7% for GMOI 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GMOI charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, GMOI currently yields 2.64% against 2.59% for VXUS.

Holdings Overlap

6.7%overlap

GMOI and VXUS share 113 holdings out of 7934 unique holdings combined, representing a 6.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GMOIWeight in VXUSDifference
BNP:PA3.50%0.25%3.25%
BNS:CA3.40%0.21%3.19%
RD:CA2.70%0.37%2.33%
ROG:SMProProPro
MFC:CAProProPro
SLF:CAProProPro
9432:JPProProPro
EQNR:OSProProPro
SAN:MAProProPro
8031:JPProProPro
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Frequently Asked Questions

Which is cheaper, GMOI or VXUS?

GMOI has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, GMOI or VXUS?

Over the past year GMOI returned +37.27% vs +26.36% for VXUS, so GMOI leads on 1-year performance. Over the longest common window we track (2 years), GMOI annualized +34.49% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, GMOI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 10.8% for GMOI. Worst drawdown: GMOI -14.7% vs VXUS -39.9%.

Should I hold both GMOI and VXUS?

GMOI and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GMOI and VXUS?

GMOI and VXUS share 113 common holdings with a 6.7% weight overlap. Combined, they hold 7934 unique securities.

Which pays a higher dividend, GMOI or VXUS?

GMOI yields 2.64% while VXUS yields 2.59%, so GMOI currently pays the higher dividend yield.

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