IGPT vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: IGPTMore Diversified: VXUS

Side-by-Side Comparison

MetricIGPTVXUSWinner
Expense Ratio0.56%0.05%
AUM$1.2B$156.5B
Dividend Yield0.01%2.60%
Holdings1148,747
YTD Return+49.86%+14.57%
1Y Return+82.02%+27.82%
3Y Return (annualized)+39.40%+19.27%
5Y Return (annualized)+13.31%+9.28%
Volatility (annualized)21.8%15.1%
Max Drawdown-50.1%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 23, 2005Jan 26, 2011

IGPT vs VXUS Performance

Invesco AI and Next Gen Software ETF (IGPT) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IGPT returned +82.02% while VXUS returned +27.82%. Year to date, IGPT is up 49.86% versus a gain of 14.57% for VXUS.

Over three years, IGPT compounded at +39.40% per year against +19.27% for VXUS; over five years the annualized figures are +13.31% and +9.28% respectively. Across the full 16-year window we track, IGPT has the edge at +15.12% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGPT has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -50.1% for IGPT 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IGPT charges 0.56% per year while VXUS charges 0.05%. On a $10,000 position that is $56 vs $5 annually, a gap of $51 per year that compounds over a long holding period. On income, IGPT currently yields 0.01% against 2.60% for VXUS.

Holdings Overlap

1.1%overlap

IGPT and VXUS share 31 holdings out of 7932 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IGPTWeight in VXUSDifference
2454:TW2.93%0.20%2.73%
285A:JP2.89%0.05%2.84%
6861:JP1.47%0.18%1.29%
6723:JPProProPro
9888:HKProProPro
2408:TWProProPro
2344:TWProProPro
6669:TWProProPro
HEXA.B:STProProPro
HLMA:LNProProPro
See all 10 holdings IGPT shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, IGPT or VXUS?

IGPT has an expense ratio of 0.56% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, IGPT or VXUS?

Over the past year IGPT returned +82.02% vs +27.82% for VXUS, so IGPT leads on 1-year performance. Over the longest common window we track (16 years), IGPT annualized +15.12% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, IGPT or VXUS?

IGPT has been the more volatile fund at 21.8% annualized versus 15.1% for VXUS. Worst drawdown: IGPT -50.1% vs VXUS -39.9%.

Should I hold both IGPT and VXUS?

IGPT and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IGPT and VXUS?

IGPT and VXUS share 31 common holdings with a 1.1% weight overlap. Combined, they hold 7932 unique securities.

Which pays a higher dividend, IGPT or VXUS?

IGPT yields 0.01% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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