INEQ vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricINEQVXUSWinner
Expense Ratio0.45%0.05%
AUM$92M$156.5B
Dividend Yield9.98%2.60%
Holdings1038,747
YTD Return+13.61%+14.19%
1Y Return+26.35%+27.38%
3Y Return (annualized)+21.34%+19.53%
5Y Return (annualized)+13.24%+9.03%
Volatility (annualized)15.4%15.1%
Max Drawdown-47.2%-39.9%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 13, 2016Jan 26, 2011

INEQ vs VXUS Performance

Columbia International Equity Income ETF (INEQ) is a ETF from Columbia Threadneedle Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year INEQ returned +26.35% while VXUS returned +27.38%. Year to date, INEQ is up 13.61% versus a gain of 14.19% for VXUS.

Over three years, INEQ compounded at +21.34% per year against +19.53% for VXUS; over five years the annualized figures are +13.24% and +9.03% respectively. Across the full 10-year window we track, INEQ has the edge at +8.07% annualized vs +4.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INEQ has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -47.2% for INEQ 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

INEQ charges 0.45% per year while VXUS charges 0.05%. On a $10,000 position that is $45 vs $5 annually, a gap of $40 per year that compounds over a long holding period. On income, INEQ currently yields 9.98% against 2.60% for VXUS.

Holdings Overlap

3.7%overlap

INEQ and VXUS share 59 holdings out of 7901 unique holdings combined, representing a 3.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in INEQWeight in VXUSDifference
DBSM:SI4.95%0.20%4.75%
SHEL:LN4.49%0.54%3.95%
TTE:PA4.06%0.33%3.73%
MUVG.N:FFProProPro
ABI:BRProProPro
NWG:LNProProPro
SGEF:PAProProPro
DPWGN:FFProProPro
9433:JPProProPro
STAN:LNProProPro
FundXLS Pro
See all 10 holdings INEQ shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, INEQ or VXUS?

INEQ has an expense ratio of 0.45% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, INEQ or VXUS?

Over the past year INEQ returned +26.35% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), INEQ annualized +8.07% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, INEQ or VXUS?

INEQ has been the more volatile fund at 15.4% annualized versus 15.1% for VXUS. Worst drawdown: INEQ -47.2% vs VXUS -39.9%.

Should I hold both INEQ and VXUS?

INEQ and VXUS have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between INEQ and VXUS?

INEQ and VXUS share 59 common holdings with a 3.7% weight overlap. Combined, they hold 7901 unique securities.

Which pays a higher dividend, INEQ or VXUS?

INEQ yields 9.98% while VXUS yields 2.60%, so INEQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.