GTOQ vs VXUS

GTOQ vs VXUS

Which is better, GTOQ or VXUS?

High Yield Bond 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

MetricGTOQVXUS
Expense Ratio0.39%0.05%Best
AUM$181M$158.1B
Dividend Yield6.92%2.51%
Holdings4898,747
YTD Return+2.14%+14.48%Best
1Y Return+3.45%+22.28%Best
3Y Return (annualized)+8.13%+20.00%Best
5Y Return (annualized)+3.67%+8.91%Best
Volatility (annualized)6.7%Best14.3%
Max Drawdown-15.7%Best-29.4%
$10,000 over 5 years$11,975$15,323Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionDec 2, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2020 to Sep 11, 2026 (5.8 years).

GTOQ 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 5.8 years both funds cover.

GTOQ vs VXUS Performance

Invesco High Yield Systematic Bond ETF (GTOQ) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year GTOQ returned +3.45% while VXUS returned +22.28%. Year to date, GTOQ is up 2.14% versus a gain of 14.48% for VXUS.

Over three years, GTOQ compounded at +8.13% per year against +20.00% for VXUS; over five years the annualized figures are +3.67% and +8.91% respectively. Across the full 6-year window we track, VXUS has the edge at +10.13% annualized vs +4.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 6.7% for GTOQ. 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 -15.7% for GTOQ and -29.4% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GTOQ charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, GTOQ currently yields 6.92% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 398 holdings in GTOQ and 8,091 in VXUS, totalling 83.8% 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, 1 positions appear in both.

1 positions in common, counted across the 398 positions we hold weights for in GTOQ and 8,091 in VXUS, against full books of 489 and 8,747.

Top Shared Holdings

StockWeight in GTOQWeight in VXUSDifference
MIN:AUMineral Resources Ltd 9.25% 01Oct20280.13%0.02%0.11%

You are not choosing between two funds in isolation.

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

GTOQVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GTOQ or VXUS?

GTOQ has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, GTOQ or VXUS?

Over the past year GTOQ returned +3.45% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), GTOQ annualized +4.08% vs +10.13% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GTOQ or VXUS?

VXUS has been the more volatile fund at 14.3% annualized versus 6.7% for GTOQ. Worst drawdown: GTOQ -15.7% vs VXUS -29.4%.

Should I hold both GTOQ and VXUS?

GTOQ and VXUS have a monthly-return correlation of 0.80, 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, GTOQ or VXUS?

GTOQ yields 6.92% while VXUS yields 2.51%, so GTOQ currently pays the higher dividend yield.

Is VXUS better than GTOQ?

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.