IQDG vs VXUS

IQDG vs VXUS

Which is better, IQDG or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricIQDGVXUS
Expense Ratio0.42%0.05%Best
AUM$675M$163.2B
Dividend Yield2.40%2.38%
Holdings5589,293
YTD Return+1.95%+8.79%Best
1Y Return+4.37%+11.84%Best
3Y Return (annualized)+11.33%+18.90%Best
5Y Return (annualized)+3.45%+7.84%Best
Volatility (annualized)15.9%14.7%Best
Max Drawdown-35.0%Best-39.9%
$10,000 over 5 years$11,848$14,585Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionApr 7, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2016 to Nov 12, 2026 (10.6 years).

IQDG 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 10.6 years both funds cover.

IQDG vs VXUS Performance

WisdomTree International Quality Dividend Growth Fund (IQDG) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IQDG returned +4.37% while VXUS returned +11.84%. Year to date, IQDG is up 1.95% versus a gain of 8.79% for VXUS.

Over three years, IQDG compounded at +11.33% per year against +18.90% for VXUS; over five years the annualized figures are +3.45% and +7.84% respectively. Across the full 11-year window we track, VXUS has the edge at +7.95% annualized vs +7.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IQDG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.7% 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 -35.0% for IQDG 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IQDG charges 0.42% per year while VXUS charges 0.05%. On a $10,000 position that is $42 vs $5 annually, a gap of $37 per year that compounds over a long holding period. On income, IQDG currently yields 2.40% against 2.38% for VXUS.

Holdings Overlap

We hold position weights for 263 holdings in IQDG and 8,463 in VXUS, totalling 94.5% and 89.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 172 positions appear in both.

172 positions in common, counted across the 263 positions we hold weights for in IQDG and 8,463 in VXUS, against full books of 558 and 9,293.

Top Shared Holdings

StockWeight in IQDGWeight in VXUSDifference
INGA:ASIng Groep Nv2.68%0.23%2.45%
AZN:LNAstraZeneca PLC2.36%0.54%1.82%
OREP:PAL'Oreal Sa Common Stock EUR 0.22.30%0.07%2.23%
NOVO.B:CONovo Nordisk As2.09%0.27%1.82%
UBSG:SMUbs Group Ag1.84%0.33%1.51%
GSK:LNGSK plc1.88%0.21%1.67%
8035:JPTokyo Electron Ltd1.56%0.37%1.19%
LLOY:LNLloyds Banking Group Plc - Common1.67%0.18%1.49%
VOLB:STVolvo Ab1.75%0.01%1.74%
SU:PASchneider Electric1.28%0.40%0.88%

You are not choosing between two funds in isolation.

Whichever of IQDG and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IQDGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IQDG or VXUS?

IQDG has an expense ratio of 0.42% while VXUS charges 0.05%. VXUS is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, IQDG or VXUS?

Over the past year IQDG returned +4.37% vs +11.84% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), IQDG annualized +7.48% vs +7.95% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IQDG or VXUS?

IQDG has been the more volatile fund at 15.9% annualized versus 14.7% for VXUS. Worst drawdown: IQDG -35.0% vs VXUS -39.9%.

Should I hold both IQDG and VXUS?

IQDG and VXUS have a monthly-return correlation of 0.93, 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.

Which pays a higher dividend, IQDG or VXUS?

IQDG yields 2.40% while VXUS yields 2.38%, so IQDG currently pays the higher dividend yield.

Is VXUS better than IQDG?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.