INDE vs VXUS
Matthews India Active ETF vs Vanguard Total International Stock ETF
Which is better, INDE or VXUS?
All Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window.
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
| Metric | INDE | VXUS |
|---|---|---|
| Expense Ratio | 0.79% | 0.05%Best |
| AUM | $18M | $158.1B |
| Dividend Yield | 1.74% | 2.51% |
| Holdings | 53 | 8,747 |
| YTD Return | -1.36% | +14.94%Best |
| 1Y Return | -0.44% | +21.99%Best |
| 3Y Return (annualized) | +6.77% | +20.89%Best |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 13.6% | 11.8%Best |
| Max Drawdown | -22.9% | -13.6%Best |
| $10,000 over 3 years | $12,168 | $17,580Best |
| Fund Family | Matthews Asia Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Sep 21, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 22, 2023 to Sep 22, 2026 (3 years).
INDE 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 3 years both funds cover.
INDE vs VXUS Performance
Matthews India Active ETF (INDE) is an ETF from Matthews Asia Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year INDE returned -0.44% while VXUS returned +21.99%. Year to date, INDE is down 1.36% versus a gain of 14.94% for VXUS.
Over three years, INDE compounded at +6.77% per year against +20.89% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INDE has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.8% 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 -22.9% for INDE and -13.6% 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 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
INDE charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, INDE currently yields 1.74% against 2.51% for VXUS.
Holdings Overlap
At least 41.7% of INDE'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.
The two portfolios partly overlap.
30 positions in common, counted across the 72 positions we hold weights for in INDE and 8,082 in VXUS, against full books of 53 and 8,747.
Top Shared Holdings
| Stock | Weight in INDE | Weight in VXUS | Difference |
|---|---|---|---|
| ICICIBANK:MBIcici Bank Ltd | 5.98% | 0.18% | 5.80% |
| NEULANDLAB:MBNeuland Laboratories Ltd | 4.55% | 0.00% | 4.55% |
| SHRIRAMFIN:MBShriram Finance Ltd Common Stock Inr2.0 | 2.86% | 0.03% | 2.83% |
| AXISBANK:MBAxis Bank Limited | 2.43% | 0.07% | 2.36% |
| SWIGGY:MBSwiggy, Ltd. | 2.18% | 0.01% | 2.17% |
| MAHM:MBMahindra + Mahindra Spon Gdr Gdr 0 Nan | 2.06% | 0.07% | 1.99% |
| STARHEALTH:MBStar Health & Allied Insurance Co Ltd | 1.91% | 0.00% | 1.91% |
| GPPL:MBGujarat Pipavav Port Ltd | 1.79% | 0.00% | 1.79% |
| TVSMOTORTvs Motor Co Ltd | 1.38% | 0.02% | 1.36% |
| TACN:MBTata Consumer Products Limited | 1.32% | 0.02% | 1.30% |
41.7% of INDE is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INDE or VXUS?
INDE has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, INDE or VXUS?
Over the past year INDE returned -0.44% vs +21.99% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INDE or VXUS?
INDE has been the more volatile fund at 13.6% annualized versus 11.8% for VXUS. Worst drawdown: INDE -22.9% vs VXUS -13.6%.
Should I hold both INDE and VXUS?
INDE and VXUS have a monthly-return correlation of 0.31, 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 INDE and VXUS?
At least 41.7% of INDE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 30 positions in common, counted across the 72 positions we hold weights for in INDE and 8,082 in VXUS.
Which pays a higher dividend, INDE or VXUS?
INDE yields 1.74% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than INDE?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.