HYTR vs VXUS

HYTR vs VXUS

Which is better, HYTR 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

MetricHYTRVXUS
Expense Ratio0.88%0.05%Best
AUM$293M$158.1B
Dividend Yield5.76%2.51%
Holdings48,747
YTD Return-0.41%+12.82%Best
1Y Return+0.77%+19.86%Best
3Y Return (annualized)+5.66%+19.33%Best
5Y Return (annualized)+1.67%+9.46%Best
Volatility (annualized)5.3%Best16.5%
Max Drawdown-14.2%Best-34.6%
$10,000 over 5 years$10,863$15,714Best
Fund FamilyCounterpoint Mutual FundsVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionJan 22, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 22, 2020 to Sep 18, 2026 (6.7 years).

HYTR 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 6.7 years both funds cover.

HYTR vs VXUS Performance

Counterpoint High Yield Trend ETF (HYTR) is an ETF from Counterpoint Mutual Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HYTR returned +0.77% while VXUS returned +19.86%. Year to date, HYTR is down 0.41% versus a gain of 12.82% for VXUS.

Over three years, HYTR compounded at +5.66% per year against +19.33% for VXUS; over five years the annualized figures are +1.67% and +9.46% respectively. Across the full 7-year window we track, VXUS has the edge at +9.29% annualized vs +1.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 5.3% for HYTR. 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 -14.2% for HYTR and -34.6% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYTR charges 0.88% per year while VXUS charges 0.05%. On a $10,000 position that is $88 vs $5 annually, a gap of $83 per year that compounds over a long holding period. On income, HYTR currently yields 5.76% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 3 holdings in HYTR and 8,082 in VXUS, totalling 99.9% 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 3 positions we hold weights for in HYTR and 8,082 in VXUS, against full books of 4 and 8,747.

You are not choosing between two funds in isolation.

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

HYTRVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HYTR or VXUS?

HYTR has an expense ratio of 0.88% while VXUS charges 0.05%. VXUS is the cheaper option, by $83 a year on a $10,000 investment.

Which performed better, HYTR or VXUS?

Over the past year HYTR returned +0.77% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), HYTR annualized +1.05% vs +9.29% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HYTR or VXUS?

VXUS has been the more volatile fund at 16.5% annualized versus 5.3% for HYTR. Worst drawdown: HYTR -14.2% vs VXUS -34.6%.

Should I hold both HYTR and VXUS?

HYTR and VXUS have a monthly-return correlation of 0.73, 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, HYTR or VXUS?

HYTR yields 5.76% while VXUS yields 2.51%, so HYTR currently pays the higher dividend yield.

Is VXUS better than HYTR?

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.