INEQ vs VXUS
Columbia International Equity Income ETF vs Vanguard Total International Stock ETF
Which is better, INEQ or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. INEQ led over 3Y and 5Y, VXUS over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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 | INEQ | VXUS |
|---|---|---|
| Expense Ratio | 0.45% | 0.05%Best |
| AUM | $126M | $158.1B |
| Dividend Yield | 9.32% | 2.59% |
| Holdings | 103 | 8,747 |
| YTD Return | +15.88% | +16.15%Best |
| 1Y Return | +25.85% | +27.58%Best |
| 3Y Return (annualized) | +22.09%Best | +20.48% |
| 5Y Return (annualized) | +13.48%Best | +9.09% |
| Volatility (annualized) | 15.3% | 14.8%Best |
| Max Drawdown | -47.2% | -39.9%Best |
| $10,000 over 5 years | $18,819Best | $15,450 |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 13, 2016 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 13, 2016 to Sep 4, 2026 (10.2 years).
INEQ 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 10.2 years both funds cover.
INEQ vs VXUS Performance
Columbia International Equity Income ETF (INEQ) is an ETF from Columbia Threadneedle Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year INEQ returned +25.85% while VXUS returned +27.58%. Year to date, INEQ is up 15.88% versus a gain of 16.15% for VXUS.
Over three years, INEQ compounded at +22.09% per year against +20.48% for VXUS; over five years the annualized figures are +13.48% and +9.09% respectively. Across the full 10-year window we track, VXUS has the edge at +8.74% annualized vs +8.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INEQ has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.8% 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 -47.2% for INEQ 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 0.91. 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 9.32% against 2.59% for VXUS.
Holdings Overlap
At least 61.0% of INEQ's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% 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.
59 positions in common, counted across the 99 positions we hold weights for in INEQ and 8,094 in VXUS, against full books of 103 and 8,747.
Top Shared Holdings
| Stock | Weight in INEQ | Weight in VXUS | Difference |
|---|---|---|---|
| DBSM:SIDBS Group Holdings Ltd Dbs Group Holdings Ltd | 4.79% | 0.23% | 4.56% |
| BHP:AUBhp Group Ltd | 4.37% | 0.30% | 4.07% |
| FP:PATotal Se | 3.99% | 0.33% | 3.66% |
| ABI:BRAnheuser-Busch Inbev Sa/Nv | 3.34% | 0.17% | 3.17% |
| MUVG.N:FFMuenchener Rueckversicherungs-Gesellschaft Ag In Muenchen | 3.22% | 0.16% | 3.06% |
| NWG:LNNatWest Group PLC | 3.19% | 0.16% | 3.03% |
| SGEF:PAVinci Sa | 3.04% | 0.16% | 2.88% |
| STAN:LNStandard Chartered Plc | 2.22% | 0.11% | 2.11% |
| 9433:JPKddi Corp | 2.18% | 0.11% | 2.07% |
| 8053:JPSumitomo Corp | 1.97% | 0.09% | 1.88% |
61.0% of INEQ 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, INEQ or VXUS?
INEQ has an expense ratio of 0.45% while VXUS charges 0.05%. VXUS is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, INEQ or VXUS?
Over the past year INEQ returned +25.85% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), INEQ annualized +8.22% vs +8.74% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INEQ or VXUS?
INEQ has been the more volatile fund at 15.3% annualized versus 14.8% 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. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between INEQ and VXUS?
At least 61.0% of INEQ's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 59 positions in common, counted across the 99 positions we hold weights for in INEQ and 8,094 in VXUS.
Which pays a higher dividend, INEQ or VXUS?
INEQ yields 9.32% while VXUS yields 2.59%, so INEQ currently pays the higher dividend yield.
Is VXUS better than INEQ?
VXUS has a lower expense ratio. INEQ led over 3Y and 5Y, VXUS over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.