HSBH vs VXUS
HSBC Holdings PLC ADRhedged vs Vanguard Total International Stock ETF
Which is better, HSBH or VXUS?
Multi Alternative against Large Cap Blend.
VXUS has a lower expense ratio. HSBH led over 1Y and the full window.
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
| Metric | HSBH | VXUS |
|---|---|---|
| Expense Ratio | 0.19% | 0.05%Best |
| AUM | $1M | $158.1B |
| Dividend Yield | 2.38% | 2.51% |
| Holdings | 2 | 8,747 |
| YTD Return | +29.94%Best | +12.88% |
| 1Y Return | +49.79%Best | +19.97% |
| 3Y Return (annualized) | - | +20.14% |
| 5Y Return (annualized) | - | +8.87% |
| Volatility (annualized) | 18.1% | 11.6%Best |
| Max Drawdown | -20.7% | -13.6%Best |
| $10,000 over 2 years | $23,701Best | $14,187 |
| Fund Family | ADRH | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Oct 1, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 7, 2024 to Sep 23, 2026 (2 years).
HSBH 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 2 years both funds cover.
HSBH vs VXUS Performance
HSBC Holdings PLC ADRhedged (HSBH) is an ETF from ADRH and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HSBH returned +49.79% while VXUS returned +19.97%. Year to date, HSBH is up 29.94% versus a gain of 12.88% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HSBH has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 11.6% 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 -20.7% for HSBH 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 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HSBH charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, HSBH currently yields 2.38% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 2 holdings in HSBH and 8,082 in VXUS, totalling 100.0% and 88.8% 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 2 positions we hold weights for in HSBH and 8,082 in VXUS, against full books of 2 and 8,747.
What only one of them owns
Measured across the 2 and 8,082 positions we hold weights for.
VXUS holds 35 positions HSBH does not, 2.3% of the fund.
Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%
You are not choosing between two funds in isolation.
Whichever of HSBH and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HSBH or VXUS?
HSBH has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, HSBH or VXUS?
Over the past year HSBH returned +49.79% vs +19.97% for VXUS, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +53.95% vs +19.11% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HSBH or VXUS?
HSBH has been the more volatile fund at 18.1% annualized versus 11.6% for VXUS. Worst drawdown: HSBH -20.7% vs VXUS -13.6%.
Should I hold both HSBH and VXUS?
HSBH and VXUS have a monthly-return correlation of 0.40, 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, HSBH or VXUS?
HSBH yields 2.38% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than HSBH?
VXUS has a lower expense ratio. HSBH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.