HAIL vs VXUS

HAIL vs VXUS

Which is better, HAIL or VXUS?

Mid Cap Blend 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

MetricHAILVXUS
Expense Ratio0.45%0.05%Best
AUM$19M$158.1B
Dividend Yield1.74%2.59%
Holdings888,747
YTD Return+5.50%+16.15%Best
1Y Return+12.05%+27.58%Best
3Y Return (annualized)+5.74%+20.48%Best
5Y Return (annualized)-6.89%+9.09%Best
Volatility (annualized)32.5%15.8%Best
Max Drawdown-66.3%-39.9%Best
$10,000 over 5 years$6,998$15,450Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 18, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2017 to Sep 4, 2026 (8.7 years).

HAIL 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 8.7 years both funds cover.

HAIL vs VXUS Performance

State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HAIL returned +12.05% while VXUS returned +27.58%. Year to date, HAIL is up 5.50% versus a gain of 16.15% for VXUS.

Over three years, HAIL compounded at +5.74% per year against +20.48% for VXUS; over five years the annualized figures are -6.89% and +9.09% respectively. Across the full 9-year window we track, VXUS has the edge at +7.31% annualized vs +3.35%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HAIL has been the more volatile fund, with annualized monthly volatility of 32.5% compared with 15.8% 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 -66.3% for HAIL 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HAIL charges 0.45% per year while VXUS charges 0.05%. On a $10,000 position that is $45 vs $5 annually, a gap of $40 per year that compounds over a long holding period. On income, HAIL currently yields 1.74% against 2.59% for VXUS.

Holdings Overlap

HAIL already in VXUS9.3%

At least 9.3% of HAIL's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

HAIL and VXUS share little of their money.

8 positions in common, counted across the 88 positions we hold weights for in HAIL and 8,094 in VXUS, against full books of 88 and 8,747.

Top Shared Holdings

StockWeight in HAILWeight in VXUSDifference
WRD:SHWeride Inc-Adr1.41%0.00%1.41%
LILi Auto Inc1.35%0.02%1.33%
EMBR3:BVEmbraer S.A. Sponsored Adr - Full Dividend (Representing 4 Non-Voting Pfd Shs) (1 Ads : 4 Ordinary)1.22%0.00%1.22%
MT:LUArcelormittal Ordinary Shares1.10%0.06%1.04%
EH:SHEhang Holdings Ltd1.16%0.00%1.16%
STM:ASStmicroelectronics N.v.1.10%0.01%1.09%
MGA:CAMagna International Inc1.02%0.04%0.98%
9888:SHBaidu Inc ADR Class A0.89%0.07%0.82%

You are not choosing between two funds in isolation.

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

HAILVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HAIL or VXUS?

HAIL has an expense ratio of 0.45% while VXUS charges 0.05%. VXUS is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, HAIL or VXUS?

Over the past year HAIL returned +12.05% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), HAIL annualized +3.35% vs +7.31% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HAIL or VXUS?

HAIL has been the more volatile fund at 32.5% annualized versus 15.8% for VXUS. Worst drawdown: HAIL -66.3% vs VXUS -39.9%.

Should I hold both HAIL and VXUS?

HAIL and VXUS have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HAIL and VXUS?

At least 9.3% of HAIL's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 88 positions we hold weights for in HAIL and 8,094 in VXUS.

Which pays a higher dividend, HAIL or VXUS?

HAIL yields 1.74% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than HAIL?

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.