IDUB vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricIDUBVXUSWinner
Expense Ratio0.44%0.05%
AUM$491M$156.5B
Dividend Yield4.57%2.60%
Holdings58,747
YTD Return+13.57%+14.57%
1Y Return+26.09%+27.82%
3Y Return (annualized)+16.59%+19.27%
5Y Return (annualized)+5.91%+9.28%
Volatility (annualized)12.9%15.1%
Max Drawdown-29.2%-39.9%
Fund FamilyAptus ETFsVanguard (US)
CategoryAlternativeEquity
InceptionJul 22, 2021Jan 26, 2011

IDUB vs VXUS Performance

Aptus International Enhanced Yield ETF (IDUB) is a ETF from Aptus ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IDUB returned +26.09% while VXUS returned +27.82%. Year to date, IDUB is up 13.57% versus a gain of 14.57% for VXUS.

Over three years, IDUB compounded at +16.59% per year against +19.27% for VXUS; over five years the annualized figures are +5.91% and +9.28% respectively. Across the full 5-year window we track, IDUB has the edge at +5.96% annualized vs +4.86%. 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 12.9% for IDUB. 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 -29.2% for IDUB 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IDUB charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, IDUB currently yields 4.57% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

IDUB and VXUS share 0 holdings out of 7862 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IDUB or VXUS?

IDUB has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, IDUB or VXUS?

Over the past year IDUB returned +26.09% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), IDUB annualized +5.96% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, IDUB or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.9% for IDUB. Worst drawdown: IDUB -29.2% vs VXUS -39.9%.

Should I hold both IDUB and VXUS?

IDUB and VXUS have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IDUB and VXUS?

IDUB and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, IDUB or VXUS?

IDUB yields 4.57% while VXUS yields 2.60%, so IDUB currently pays the higher dividend yield.

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