IBAT vs VXUS
iShares Energy Storage & Materials ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. IBAT delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | IBAT | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.05% | |
| AUM | $68M | $156.5B | |
| Dividend Yield | 0.68% | 2.60% | |
| Holdings | 99 | 8,747 | |
| YTD Return | +39.28% | +14.57% | |
| 1Y Return | +69.25% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 30.1% | 15.1% | |
| Max Drawdown | -27.9% | -39.9% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2024 | Jan 26, 2011 |
IBAT vs VXUS Performance
iShares Energy Storage & Materials ETF (IBAT) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IBAT returned +69.25% while VXUS returned +27.82%. Year to date, IBAT is up 39.28% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
IBAT has been the more volatile fund, with annualized monthly volatility of 30.1% compared with 15.1% 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 -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 0.71. 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 0.68% against 2.60% for VXUS.
Holdings Overlap
IBAT and VXUS share 44 holdings out of 7900 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IBAT or VXUS?
Over the past year IBAT returned +69.25% vs +27.82% for VXUS, so IBAT leads on 1-year performance. Over the longest common window we track (2 years), IBAT annualized +24.06% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, IBAT or VXUS?
IBAT has been the more volatile fund at 30.1% annualized versus 15.1% for VXUS. Worst drawdown: IBAT -27.9% vs VXUS -39.9%.
Should I hold both IBAT and VXUS?
IBAT and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBAT and VXUS?
IBAT and VXUS share 44 common holdings with a 1.1% weight overlap. Combined, they hold 7900 unique securities.
Which pays a higher dividend, IBAT or VXUS?
IBAT yields 0.68% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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