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$715M$158.1B
Dividend Yield2.32%2.51%
Holdings2798,747
YTD Return+2.85%+12.82%Best
1Y Return+7.08%+19.86%Best
3Y Return (annualized)+10.90%+19.33%Best
5Y Return (annualized)+4.04%+9.46%Best
Volatility (annualized)16.0%14.7%Best
Max Drawdown-35.0%Best-39.9%
$10,000 over 5 years$12,190$15,714Best
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 Sep 18, 2026 (10.4 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 10.4 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 +7.08% while VXUS returned +19.86%. Year to date, IQDG is up 2.85% versus a gain of 12.82% for VXUS.

Over three years, IQDG compounded at +10.90% per year against +19.33% for VXUS; over five years the annualized figures are +4.04% and +9.46% respectively. Across the full 10-year window we track, VXUS has the edge at +8.45% annualized vs +7.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IQDG has been the more volatile fund, with annualized monthly volatility of 16.0% 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 2.32% against 2.51% for VXUS.

Holdings Overlap

IQDG already in VXUS68.6%

At least 68.6% of IQDG's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% 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.

201 positions in common, counted across the 264 positions we hold weights for in IQDG and 8,082 in VXUS, against full books of 279 and 8,747.

Top Shared Holdings

StockWeight in IQDGWeight in VXUSDifference
BBVA:MABanco Bilbao Vizcaya Argenta3.59%0.35%3.24%
ASML:ASASML HOLDING NV2.42%1.42%1.00%
BP:LNBp Plc 3.23%0.26%2.97%
LVMH:PALvmh Moet Hennessy Louis Vuitton Se2.89%0.30%2.59%
INGA:ASING Groep N.V.2.82%0.23%2.59%
AZN:LNAstraZeneca PLC2.19%0.57%1.62%
NOVO.B:CONovo Nordisk As2.38%0.34%2.04%
UBSG:SMUbs Group Ag2.04%0.37%1.67%
OREP:PAL'Oreal Sa2.17%0.15%2.02%
GSK:LNGSK plc1.83%0.23%1.60%

68.6% of IQDG 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.

IQDGVXUS

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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 +7.08% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), IQDG annualized +7.69% vs +8.45% 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 16.0% 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.

What is the holdings overlap between IQDG and VXUS?

At least 68.6% of IQDG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 201 positions in common, counted across the 264 positions we hold weights for in IQDG and 8,082 in VXUS.

Which pays a higher dividend, IQDG or VXUS?

IQDG yields 2.32% while VXUS yields 2.51%, so VXUS 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.