HART vs VXUS
NYLI Healthy Hearts ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | HART | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.05% | |
| AUM | $9M | $158.1B | |
| Dividend Yield | 1.62% | 2.59% | |
| Holdings | 71 | 8,747 | |
| YTD Return | +1.15% | +15.22% | |
| 1Y Return | -4.58% | +26.86% | |
| 3Y Return (annualized) | +5.70% | +20.34% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 13.6% | 15.1% | |
| Max Drawdown | -17.4% | -39.9% | |
| Fund Family | INDEXIQ ETF TRUST | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2021 | Jan 26, 2011 |
HART vs VXUS Performance
NYLI Healthy Hearts ETF (HART) is a ETF from INDEXIQ ETF TRUST and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HART returned -4.58% while VXUS returned +26.86%. Year to date, HART is up 1.15% versus a gain of 15.22% for VXUS.
Over three years, HART compounded at +5.70% per year against +20.34% for VXUS. Across the full 5-year window we track, HART has the edge at +5.88% annualized vs +4.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.6% for HART. 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 -17.4% for HART 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HART 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, HART currently yields 1.62% against 2.59% for VXUS.
Frequently Asked Questions
Which is cheaper, HART or VXUS?
HART has an expense ratio of 0.45% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, HART or VXUS?
Over the past year HART returned -4.58% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), HART annualized +5.88% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, HART or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 13.6% for HART. Worst drawdown: HART -17.4% vs VXUS -39.9%.
Should I hold both HART and VXUS?
HART and VXUS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, HART or VXUS?
HART yields 1.62% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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