IOPP vs VXUS
Simplify Tara India Opportunities ETF vs Vanguard Total International Stock ETF
Which is better, IOPP or VXUS?
All Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y 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 | IOPP | VXUS |
|---|---|---|
| Expense Ratio | 0.73% | 0.05%Best |
| AUM | $7M | $158.1B |
| Dividend Yield | 0.38% | 2.59% |
| Holdings | 27 | 8,747 |
| YTD Return | -0.70% | +16.15%Best |
| 1Y Return | -2.90% | +27.58%Best |
| 3Y Return (annualized) | - | +20.48% |
| 5Y Return (annualized) | - | +9.09% |
| Volatility (annualized) | 14.9% | 11.2%Best |
| Max Drawdown | -23.7% | -13.6%Best |
| $10,000 over 2.5 years | $11,552 | $16,128Best |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Mar 4, 2024 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 5, 2024 to Sep 4, 2026 (2.5 years).
IOPP 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 2.5 years both funds cover.
IOPP vs VXUS Performance
Simplify Tara India Opportunities ETF (IOPP) is an ETF from Simplify Exchange Traded Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IOPP returned -2.90% while VXUS returned +27.58%. Year to date, IOPP is down 0.70% versus a gain of 16.15% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IOPP has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 11.2% 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 -23.7% for IOPP 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 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IOPP charges 0.73% per year while VXUS charges 0.05%. On a $10,000 position that is $73 vs $5 annually, a gap of $68 per year that compounds over a long holding period. On income, IOPP currently yields 0.38% against 2.59% for VXUS.
Holdings Overlap
At least 60.9% of IOPP'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.
18 positions in common, counted across the 27 positions we hold weights for in IOPP and 8,094 in VXUS, against full books of 27 and 8,747.
Top Shared Holdings
| Stock | Weight in IOPP | Weight in VXUS | Difference |
|---|---|---|---|
| ICICIBANK:MBIcici Bank Ltd Ord Inr2 (demat) | 5.15% | 0.17% | 4.98% |
| 500114:MBTitan Co., Ltd. | 5.11% | 0.04% | 5.07% |
| INDHOTEL:MBIndian Hotels Company, Ltd. | 5.07% | 0.01% | 5.06% |
| APOLLOHOSP:MBApollo Hospitals Enterprise Ltd | 4.70% | 0.02% | 4.68% |
| DMART:MBAvenue Supermarts Ltd. Class A | 4.62% | 0.01% | 4.61% |
| MRCO:MBMarico Ltd | 4.57% | 0.01% | 4.56% |
| BAJA:MBBajaj Auto Ltd | 4.46% | 0.02% | 4.44% |
| 540611:MBAu Small Finance Bank Ltd | 4.24% | 0.01% | 4.23% |
| CRAF:MBCraftsman Automation Ltd | 3.28% | 0.00% | 3.28% |
| ULTC:MBUltratech Cement Ltd 0.00 | 3.20% | 0.03% | 3.17% |
60.9% of IOPP 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.
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Frequently Asked Questions
Which is cheaper, IOPP or VXUS?
IOPP has an expense ratio of 0.73% while VXUS charges 0.05%. VXUS is the cheaper option, by $68 a year on a $10,000 investment.
Which performed better, IOPP or VXUS?
Over the past year IOPP returned -2.90% vs +27.58% 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, IOPP or VXUS?
IOPP has been the more volatile fund at 14.9% annualized versus 11.2% for VXUS. Worst drawdown: IOPP -23.7% vs VXUS -13.6%.
Should I hold both IOPP and VXUS?
IOPP and VXUS have a monthly-return correlation of 0.36, 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 IOPP and VXUS?
At least 60.9% of IOPP's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 18 positions in common, counted across the 27 positions we hold weights for in IOPP and 8,094 in VXUS.
Which pays a higher dividend, IOPP or VXUS?
IOPP yields 0.38% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
Is VXUS better than IOPP?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.