IPKW vs VXUS

IPKW vs VXUS

Which is better, IPKW or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. IPKW led over 3Y, 5Y and the full window, VXUS over 1Y. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: VXUSHigher Returns: split

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

MetricIPKWVXUS
Expense Ratio0.55%0.05%Best
AUM$564M$158.1B
Dividend Yield3.36%2.59%
Holdings1788,747
YTD Return+12.36%+16.15%Best
1Y Return+24.53%+27.58%Best
3Y Return (annualized)+24.80%Best+20.48%
5Y Return (annualized)+11.22%Best+9.09%
Volatility (annualized)16.4%14.5%Best
Max Drawdown-50.3%-39.9%Best
$10,000 over 5 years$17,018Best$15,450
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 24, 2014Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 27, 2014 to Sep 4, 2026 (12.5 years).

IPKW 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 12.5 years both funds cover.

IPKW vs VXUS Performance

Invesco International BuyBack Achievers ETF (IPKW) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IPKW returned +24.53% while VXUS returned +27.58%. Year to date, IPKW is up 12.36% versus a gain of 16.15% for VXUS.

Over three years, IPKW compounded at +24.80% per year against +20.48% for VXUS; over five years the annualized figures are +11.22% and +9.09% respectively. Across the full 13-year window we track, IPKW has the edge at +9.52% annualized vs +5.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IPKW has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 14.5% 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 -50.3% for IPKW 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

IPKW charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, IPKW currently yields 3.36% against 2.59% for VXUS.

Holdings Overlap

IPKW already in VXUS74.0%

At least 74.0% of IPKW'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.

Most of IPKW is already inside VXUS. Owning both mostly buys the same companies twice.

127 positions in common, counted across the 179 positions we hold weights for in IPKW and 8,094 in VXUS, against full books of 178 and 8,747.

Top Shared Holdings

StockWeight in IPKWWeight in VXUSDifference
3690:SHMeituan-class B6.05%0.11%5.94%
SHELShell Plc5.22%0.48%4.74%
INGA:ASIng Groep Nv5.16%0.20%4.96%
8058:JPMitsubishi Corp5.12%0.19%4.93%
NOVN:SMNovartis Ag Ordinary Shares4.46%0.65%3.81%
STAN:LNStandard Chartered Plc4.97%0.11%4.86%
4063:JPShin-Etsu Chemical Co. Ltd. Com Stk3.89%0.18%3.71%
MT:LUArcelormittal2.83%0.06%2.77%
EQNR:OSEquinor Asa2.80%0.05%2.75%
VOD:LNVodafone Group Plc - Sp Adr2.71%0.05%2.66%

74.0% of IPKW 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.

IPKWVXUS

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Frequently Asked Questions

Which is cheaper, IPKW or VXUS?

IPKW has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, IPKW or VXUS?

Over the past year IPKW returned +24.53% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), IPKW annualized +9.52% vs +5.70% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IPKW or VXUS?

IPKW has been the more volatile fund at 16.4% annualized versus 14.5% for VXUS. Worst drawdown: IPKW -50.3% vs VXUS -39.9%.

Should I hold both IPKW and VXUS?

IPKW 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 IPKW and VXUS?

At least 74.0% of IPKW's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 127 positions in common, counted across the 179 positions we hold weights for in IPKW and 8,094 in VXUS.

Which pays a higher dividend, IPKW or VXUS?

IPKW yields 3.36% while VXUS yields 2.59%, so IPKW currently pays the higher dividend yield.

Is VXUS better than IPKW?

VXUS has a lower expense ratio. IPKW led over 3Y, 5Y and the full window, VXUS over 1Y. 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.