IQHI vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricIQHIVXUSWinner
Expense Ratio0.41%0.05%
AUM$112M$156.5B
Dividend Yield8.05%2.60%
Holdings3578,747
YTD Return+2.13%+15.00%
1Y Return+5.57%+26.87%
3Y Return (annualized)+7.55%+19.79%
5Y Return (annualized)-+9.26%
Volatility (annualized)4.9%15.1%
Max Drawdown-4.7%-39.9%
Fund FamilyNew York Life InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 24, 2022Jan 26, 2011

IQHI vs VXUS Performance

NYLI MacKay High Income ETF (IQHI) is a ETF from New York Life Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IQHI returned +5.57% while VXUS returned +26.87%. Year to date, IQHI is up 2.13% versus a gain of 15.00% for VXUS.

Over three years, IQHI compounded at +7.55% per year against +19.79% for VXUS. Across the full 4-year window we track, IQHI has the edge at +8.26% annualized vs +4.88%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.9% for IQHI. 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 -4.7% for IQHI 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IQHI charges 0.41% per year while VXUS charges 0.05%. On a $10,000 position that is $41 vs $5 annually, a gap of $36 per year that compounds over a long holding period. On income, IQHI currently yields 8.05% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

IQHI and VXUS share 1 holdings out of 8124 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IQHIWeight in VXUSDifference
MIN:AU0.42%0.02%0.40%

Frequently Asked Questions

Which is cheaper, IQHI or VXUS?

IQHI has an expense ratio of 0.41% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, IQHI or VXUS?

Over the past year IQHI returned +5.57% vs +26.87% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), IQHI annualized +8.26% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, IQHI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.9% for IQHI. Worst drawdown: IQHI -4.7% vs VXUS -39.9%.

Should I hold both IQHI and VXUS?

IQHI and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IQHI and VXUS?

IQHI and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8124 unique securities.

Which pays a higher dividend, IQHI or VXUS?

IQHI yields 8.05% while VXUS yields 2.60%, so IQHI currently pays the higher dividend yield.

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