IGM vs VXUS

IGM vs VXUS

Which is better, IGM or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. IGM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: IGM

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

MetricIGMVXUS
Expense Ratio0.37%0.05%Best
AUM$10.5B$158.1B
Dividend Yield0.14%2.51%
Holdings3018,747
YTD Return+26.90%Best+12.82%
1Y Return+30.89%Best+19.86%
3Y Return (annualized)+36.17%Best+19.33%
5Y Return (annualized)+19.40%Best+9.46%
Volatility (annualized)19.2%15.0%Best
Max Drawdown-40.7%-39.9%Best
$10,000 over 5 years$24,267Best$15,714
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 13, 2001Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 18, 2026 (15.6 years).

IGM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IGM vs VXUS Performance

iShares Expanded Tech Sector ETF (IGM) 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 IGM returned +30.89% while VXUS returned +19.86%. Year to date, IGM is up 26.90% versus a gain of 12.82% for VXUS.

Over three years, IGM compounded at +36.17% per year against +19.33% for VXUS; over five years the annualized figures are +19.40% and +9.46% respectively. Across the full 16-year window we track, IGM has the edge at +19.42% annualized vs +4.72%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGM has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 15.0% 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 -40.7% for IGM and -39.9% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IGM charges 0.37% per year while VXUS charges 0.05%. On a $10,000 position that is $37 vs $5 annually, a gap of $32 per year that compounds over a long holding period. On income, IGM currently yields 0.14% against 2.51% for VXUS.

Holdings Overlap

IGM already in VXUS1.1%

At least 1.1% of IGM'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.

IGM and VXUS share little of their money.

7 positions in common, counted across the 269 positions we hold weights for in IGM and 8,082 in VXUS, against full books of 301 and 8,747.

Top Shared Holdings

StockWeight in IGMWeight in VXUSDifference
SHOP:CAShopify Inc0.80%0.32%0.48%
CLS:CACelestica Inc0.17%0.08%0.09%
GIBA:CACgi, Inc., Class A0.06%0.03%0.03%
OTEX:CAOpen Text Corporation0.03%0.01%0.02%
BB:CABlackberry Ltd0.02%0.01%0.01%
BILLBill.Com Holdings, Inc. Common Stock0.02%0.00%0.02%
LSPD:CALightspeed Pos Inc0.01%0.00%0.01%

You are not choosing between two funds in isolation.

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

IGMVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGM or VXUS?

IGM has an expense ratio of 0.37% while VXUS charges 0.05%. VXUS is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, IGM or VXUS?

Over the past year IGM returned +30.89% vs +19.86% for VXUS, so IGM leads on 1-year performance. Over the longest common window we track (16 years), IGM annualized +19.42% vs +4.72% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGM or VXUS?

IGM has been the more volatile fund at 19.2% annualized versus 15.0% for VXUS. Worst drawdown: IGM -40.7% vs VXUS -39.9%.

Should I hold both IGM and VXUS?

IGM and VXUS have a monthly-return correlation of 0.72, 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 IGM and VXUS?

At least 1.1% of IGM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 269 positions we hold weights for in IGM and 8,082 in VXUS.

Which pays a higher dividend, IGM or VXUS?

IGM yields 0.14% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IGM?

VXUS has a lower expense ratio. IGM 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.