INCO vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricINCOVXUSWinner
Expense Ratio0.75%0.05%
AUM$225M$158.1B
Dividend Yield0.00%2.59%
Holdings348,747
YTD Return-4.43%+15.22%
1Y Return-1.70%+26.86%
3Y Return (annualized)+9.22%+20.34%
5Y Return (annualized)+7.84%+9.38%
Volatility (annualized)21.5%15.1%
Max Drawdown-47.7%-39.9%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionAug 10, 2011Jan 26, 2011

INCO vs VXUS Performance

Columbia India Consumer ETF (INCO) is a ETF from Columbia Threadneedle Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year INCO returned -1.70% while VXUS returned +26.86%. Year to date, INCO is down 4.43% versus a gain of 15.22% for VXUS.

Over three years, INCO compounded at +9.22% per year against +20.34% for VXUS; over five years the annualized figures are +7.84% and +9.38% respectively. Across the full 15-year window we track, INCO has the edge at +9.58% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INCO has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -47.7% for INCO 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

INCO charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, INCO currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.5%overlap

INCO and VXUS share 23 holdings out of 7876 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in INCOWeight in VXUSDifference
ETEA:MB6.01%0.03%5.98%
BAJA:MB5.37%0.02%5.35%
NEST:MB5.30%0.02%5.28%
500114:MBProProPro
532343:MBProProPro
MAHM:MBProProPro
HLL:MBProProPro
MARUTI:MBProProPro
500251:MBProProPro
TACN:MBProProPro
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Frequently Asked Questions

Which is cheaper, INCO or VXUS?

INCO has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, INCO or VXUS?

Over the past year INCO returned -1.70% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), INCO annualized +9.58% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, INCO or VXUS?

INCO has been the more volatile fund at 21.5% annualized versus 15.1% for VXUS. Worst drawdown: INCO -47.7% vs VXUS -39.9%.

Should I hold both INCO and VXUS?

INCO and VXUS have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between INCO and VXUS?

INCO and VXUS share 23 common holdings with a 0.5% weight overlap. Combined, they hold 7876 unique securities.

Which pays a higher dividend, INCO or VXUS?

INCO yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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