IHD vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: IHDMore Diversified: VXUS

Side-by-Side Comparison

MetricIHDVXUSWinner
Expense Ratio0.77%0.05%
AUM$108M$156.5B
Dividend Yield8.24%2.60%
Holdings6278,747
YTD Return+21.11%+14.57%
1Y Return+36.87%+27.82%
3Y Return (annualized)+26.17%+19.27%
5Y Return (annualized)+11.82%+9.28%
Volatility (annualized)19.4%15.1%
Max Drawdown-76.8%-39.9%
Fund FamilyVoya Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 26, 2011Jan 26, 2011

IHD vs VXUS Performance

Voya Emerging Markets High Dividend Equity Fund (IHD) is a ETF from Voya Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IHD returned +36.87% while VXUS returned +27.82%. Year to date, IHD is up 21.11% versus a gain of 14.57% for VXUS.

Over three years, IHD compounded at +26.17% per year against +19.27% for VXUS; over five years the annualized figures are +11.82% and +9.28% respectively. Across the full 15-year window we track, VXUS has the edge at +4.86% annualized vs -2.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IHD has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -76.8% for IHD 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IHD charges 0.77% per year while VXUS charges 0.05%. On a $10,000 position that is $77 vs $5 annually, a gap of $72 per year that compounds over a long holding period. On income, IHD currently yields 8.24% against 2.60% for VXUS.

Holdings Overlap

11.3%overlap

IHD and VXUS share 205 holdings out of 7962 unique holdings combined, representing a 11.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IHDWeight in VXUSDifference
2330:TW14.44%3.41%11.03%
000660:KR6.98%0.90%6.08%
0700:KY2.03%0.92%1.11%
9988:HKProProPro
2308:TWProProPro
2317:TWProProPro
2454:TWProProPro
1398:HKProProPro
2303:TWProProPro
ICICIBANK:MBProProPro
See all 10 holdings IHD 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, IHD or VXUS?

IHD has an expense ratio of 0.77% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, IHD or VXUS?

Over the past year IHD returned +36.87% vs +27.82% for VXUS, so IHD leads on 1-year performance. Over the longest common window we track (15 years), IHD annualized -2.49% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, IHD or VXUS?

IHD has been the more volatile fund at 19.4% annualized versus 15.1% for VXUS. Worst drawdown: IHD -76.8% vs VXUS -39.9%.

Should I hold both IHD and VXUS?

IHD and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IHD and VXUS?

IHD and VXUS share 205 common holdings with a 11.3% weight overlap. Combined, they hold 7962 unique securities.

Which pays a higher dividend, IHD or VXUS?

IHD yields 8.24% while VXUS yields 2.60%, so IHD currently pays the higher dividend yield.

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