IPO vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricIPOVXUSWinner
Expense Ratio0.60%0.05%
AUM$173M$158.1B
Dividend Yield0.45%2.59%
Holdings488,747
YTD Return+21.38%+15.22%
1Y Return+14.68%+26.86%
3Y Return (annualized)+21.49%+20.34%
5Y Return (annualized)-1.91%+9.38%
Volatility (annualized)26.3%15.1%
Max Drawdown-68.8%-39.9%
Fund FamilyRenaissance CapitalVanguard (US)
CategoryEquityEquity
InceptionOct 16, 2013Jan 26, 2011

IPO vs VXUS Performance

Renaissance IPO ETF (IPO) is a ETF from Renaissance Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IPO returned +14.68% while VXUS returned +26.86%. Year to date, IPO is up 21.38% versus a gain of 15.22% for VXUS.

Over three years, IPO compounded at +21.49% per year against +20.34% for VXUS; over five years the annualized figures are -1.91% and +9.38% respectively. Across the full 13-year window we track, IPO has the edge at +8.46% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IPO has been the more volatile fund, with annualized monthly volatility of 26.3% 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 -68.8% for IPO 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IPO charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, IPO currently yields 0.45% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

IPO and VXUS share 1 holdings out of 7920 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IPOWeight in VXUSDifference
CAI:AU0.62%0.00%0.62%

Frequently Asked Questions

Which is cheaper, IPO or VXUS?

IPO has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, IPO or VXUS?

Over the past year IPO returned +14.68% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), IPO annualized +8.46% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, IPO or VXUS?

IPO has been the more volatile fund at 26.3% annualized versus 15.1% for VXUS. Worst drawdown: IPO -68.8% vs VXUS -39.9%.

Should I hold both IPO and VXUS?

IPO and VXUS have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IPO and VXUS?

IPO and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7920 unique securities.

Which pays a higher dividend, IPO or VXUS?

IPO yields 0.45% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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