IBAT vs VXUS
iShares Energy Storage & Materials ETF vs Vanguard Total International Stock ETF
Which is better, IBAT or VXUS?
IBAT has been ahead.
VXUS has a lower expense ratio. IBAT 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 | IBAT | VXUS |
|---|---|---|
| Expense Ratio | 0.47% | 0.05%Best |
| AUM | $67M | $158.1B |
| Dividend Yield | 0.75% | 2.51% |
| Holdings | 98 | 8,747 |
| YTD Return | +37.95%Best | +12.88% |
| 1Y Return | +44.37%Best | +19.97% |
| 3Y Return (annualized) | - | +20.14% |
| 5Y Return (annualized) | - | +8.87% |
| Volatility (annualized) | 29.6% | 11.4%Best |
| Max Drawdown | -27.9% | -13.6%Best |
| $10,000 over 2.5 years | $16,514Best | $15,238 |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 19, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 23, 2026 (2.5 years).
IBAT 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 2.5 years both funds cover.
IBAT vs VXUS Performance
iShares Energy Storage & Materials ETF (IBAT) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IBAT returned +44.37% while VXUS returned +19.97%. Year to date, IBAT is up 37.95% versus a gain of 12.88% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBAT has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 11.4% 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 -27.9% for IBAT 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IBAT charges 0.47% per year while VXUS charges 0.05%. On a $10,000 position that is $47 vs $5 annually, a gap of $42 per year that compounds over a long holding period. On income, IBAT currently yields 0.75% against 2.51% for VXUS.
Holdings Overlap
At least 55.5% of IBAT's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
44 positions in common, counted across the 82 positions we hold weights for in IBAT and 8,082 in VXUS, against full books of 98 and 8,747.
Top Shared Holdings
| Stock | Weight in IBAT | Weight in VXUS | Difference |
|---|---|---|---|
| AI:PAAir Liquide Sa | 6.50% | 0.01% | 6.49% |
| 006400:KRSamsung Sdi Co Ltd | 6.07% | 0.04% | 6.03% |
| 6762:JPTdk Corp | 5.45% | 0.08% | 5.37% |
| 6981:JPMurata Manufacturing Co. Ltd. Com Stk | 5.06% | 0.18% | 4.88% |
| SU:PASchneider Electric | 3.85% | 0.41% | 3.44% |
| 5801:TKFurukawa Electric Co Ltd | 3.75% | 0.03% | 3.72% |
| 373220:KRLg Energy Solution | 3.40% | 0.02% | 3.38% |
| 2308:TWDelta Electronics Inc | 2.88% | 0.21% | 2.67% |
| 300750:SHContemporary Amperex Technology Con Ltd. | 3.01% | 0.04% | 2.97% |
| 3407:JPAsahi Kasei Corp | 2.95% | 0.03% | 2.92% |
55.5% of IBAT is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBAT or VXUS?
IBAT has an expense ratio of 0.47% while VXUS charges 0.05%. VXUS is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, IBAT or VXUS?
Over the past year IBAT returned +44.37% vs +19.97% for VXUS, so IBAT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBAT or VXUS?
IBAT has been the more volatile fund at 29.6% annualized versus 11.4% for VXUS. Worst drawdown: IBAT -27.9% vs VXUS -13.6%.
Should I hold both IBAT and VXUS?
IBAT and VXUS have a monthly-return correlation of 0.71, 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 IBAT and VXUS?
At least 55.5% of IBAT's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 44 positions in common, counted across the 82 positions we hold weights for in IBAT and 8,082 in VXUS.
Which pays a higher dividend, IBAT or VXUS?
IBAT yields 0.75% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than IBAT?
VXUS has a lower expense ratio. IBAT 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.