IHDG vs VXUS

IHDG vs VXUS

Which is better, IHDG or VXUS?

Large Cap Growth against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricIHDGVXUS
Expense Ratio0.58%0.05%Best
AUM$2.0B$163.2B
Dividend Yield1.79%2.38%
Holdings5829,293
YTD Return+8.87%+9.53%Best
1Y Return+13.41%+13.63%Best
3Y Return (annualized)+12.85%+19.25%Best
5Y Return (annualized)+7.50%+8.04%Best
Volatility (annualized)12.5%Best14.6%
Max Drawdown-29.2%Best-39.9%
$10,000 over 5 years$14,356$14,721Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 7, 2014Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 7, 2014 to Nov 9, 2026 (12.5 years).

IHDG 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 covers the 12.5 years both funds cover.

IHDG vs VXUS Performance

WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IHDG returned +13.41% while VXUS returned +13.63%. Year to date, IHDG is up 8.87% versus a gain of 9.53% for VXUS.

Over three years, IHDG compounded at +12.85% per year against +19.25% for VXUS; over five years the annualized figures are +7.50% and +8.04% respectively. Across the full 13-year window we track, IHDG has the edge at +8.11% annualized vs +5.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for IHDG. 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 IHDG 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IHDG charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, IHDG currently yields 1.79% against 2.38% for VXUS.

Holdings Overlap

We hold position weights for 268 holdings in IHDG and 8,463 in VXUS, totalling 94.7% and 89.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 172 positions appear in both.

172 positions in common, counted across the 268 positions we hold weights for in IHDG and 8,463 in VXUS, against full books of 582 and 9,293.

Top Shared Holdings

StockWeight in IHDGWeight in VXUSDifference
INGA:ASIng Groep Nv2.70%0.23%2.47%
AZN:LNAstraZeneca PLC2.35%0.54%1.81%
OREP:PAL'Oreal Sa Common Stock EUR 0.22.28%0.07%2.21%
NOVO.B:CONovo Nordisk As2.06%0.27%1.79%
UBSG:SMUbs Group Ag1.77%0.33%1.44%
GSK:LNGSK plc1.88%0.21%1.67%
8035:JPTokyo Electron Ltd1.54%0.37%1.17%
LLOY:LNLloyds Banking Group Plc - Common1.66%0.18%1.48%
VOLB:STVolvo Ab1.78%0.01%1.77%
SU:PASchneider Electric1.28%0.40%0.88%

You are not choosing between two funds in isolation.

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

IHDGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IHDG or VXUS?

IHDG has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.

Which performed better, IHDG or VXUS?

Over the past year IHDG returned +13.41% vs +13.63% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), IHDG annualized +8.11% vs +5.07% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IHDG or VXUS?

VXUS has been the more volatile fund at 14.6% annualized versus 12.5% for IHDG. Worst drawdown: IHDG -29.2% vs VXUS -39.9%.

Should I hold both IHDG and VXUS?

IHDG and VXUS have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IHDG or VXUS?

IHDG yields 1.79% while VXUS yields 2.38%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IHDG?

VXUS has a lower expense ratio. IHDG led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.