IOPP vs VXUS
Simplify Tara India Opportunities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | IOPP | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.05% | |
| AUM | $7M | $158.1B | |
| Dividend Yield | 0.38% | 2.59% | |
| Holdings | 27 | 8,747 | |
| YTD Return | -0.62% | +15.44% | |
| 1Y Return | -2.38% | +26.36% | |
| 3Y Return (annualized) | - | +20.98% | |
| 5Y Return (annualized) | - | +9.68% | |
| Volatility (annualized) | 15.1% | 15.1% | |
| Max Drawdown | -23.7% | -39.9% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2024 | Jan 26, 2011 |
IOPP vs VXUS Performance
Simplify Tara India Opportunities ETF (IOPP) is a ETF from Simplify Exchange Traded Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IOPP returned -2.38% while VXUS returned +26.36%. Year to date, IOPP is down 0.62% versus a gain of 15.44% for VXUS.
Risk: Volatility and Drawdowns
IOPP has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -23.7% for IOPP 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
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
IOPP and VXUS share 17 holdings out of 7878 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IOPP | Weight in VXUS | Difference |
|---|---|---|---|
| ICICIBANK:MB | 5.34% | 0.18% | 5.16% |
| INDHOTEL:MB | 5.45% | 0.01% | 5.44% |
| 500114:MB | 4.83% | 0.04% | 4.79% |
| APOLLOHOSP:MB | Pro | Pro | Pro |
| DMART:MB | Pro | Pro | Pro |
| BAJA:MB | Pro | Pro | Pro |
| BHARTIARTL:MB | Pro | Pro | Pro |
| MRCO:MB | Pro | Pro | Pro |
| 540611:MB | Pro | Pro | Pro |
| ULTC:MB | Pro | Pro | Pro |
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. On a $10,000 investment, that is $68 per year of difference.
Which performed better, IOPP or VXUS?
Over the past year IOPP returned -2.38% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), IOPP annualized +6.10% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, IOPP or VXUS?
IOPP has been the more volatile fund at 15.1% annualized versus 15.1% for VXUS. Worst drawdown: IOPP -23.7% vs VXUS -39.9%.
Should I hold both IOPP and VXUS?
IOPP and VXUS have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IOPP and VXUS?
IOPP and VXUS share 17 common holdings with a 0.5% weight overlap. Combined, they hold 7878 unique securities.
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.
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