IQM vs VXUS

IQM vs VXUS

Which is better, IQM or VXUS?

Large Cap Growth against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: IQM

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

MetricIQMVXUS
Expense Ratio0.50%0.05%Best
AUM$87M$158.1B
Dividend Yield0.00%2.51%
Holdings808,747
YTD Return+23.38%Best+12.44%
1Y Return+28.11%Best+20.21%
3Y Return (annualized)+36.18%Best+19.97%
5Y Return (annualized)+16.59%Best+8.99%
Volatility (annualized)28.4%16.3%Best
Max Drawdown-44.9%-29.4%Best
$10,000 over 5 years$21,543Best$15,379
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 25, 2020Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 27, 2020 to Sep 24, 2026 (6.6 years).

IQM 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 6.6 years both funds cover.

IQM vs VXUS Performance

Franklin Intelligent Machines ETF (IQM) is an ETF from Franklin Templeton Investments (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IQM returned +28.11% while VXUS returned +20.21%. Year to date, IQM is up 23.38% versus a gain of 12.44% for VXUS.

Over three years, IQM compounded at +36.18% per year against +19.97% for VXUS; over five years the annualized figures are +16.59% and +8.99% respectively. Across the full 7-year window we track, IQM has the edge at +25.84% annualized vs +11.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IQM has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 16.3% 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 -44.9% for IQM and -29.4% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IQM charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, IQM currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

IQM already in VXUS8.7%

At least 8.7% of IQM'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.

IQM and VXUS share little of their money.

8 positions in common, counted across the 81 positions we hold weights for in IQM and 8,082 in VXUS, against full books of 80 and 8,747.

Top Shared Holdings

StockWeight in IQMWeight in VXUSDifference
CLS:CACelestica Inc. Common Stock4.21%0.08%4.13%
000660:KRSk Hynix Inc Common Stock KRW 50001.89%1.41%0.48%
009150:KRSamsung Electro-Mechanics Co Ltd0.73%0.09%0.64%
CCO:CACameco Corporation Com Npv0.65%0.08%0.57%
ESLT:ILElbit Systems Ltd.0.59%0.05%0.54%
IFX:FFInfineon Technologies AG Infineon Technologies Agnamens Aktien O N0.31%0.21%0.10%
TSEM:ILTower Semiconductor Ltd Ordinary Shares0.30%0.06%0.24%
CSU:CAConstellation Software Inc/Canada0.00%0.09%0.09%

You are not choosing between two funds in isolation.

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

IQMVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IQM or VXUS?

IQM has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, IQM or VXUS?

Over the past year IQM returned +28.11% vs +20.21% for VXUS, so IQM leads on 1-year performance. Over the longest common window we track (7 years), IQM annualized +25.84% vs +11.16% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IQM or VXUS?

IQM has been the more volatile fund at 28.4% annualized versus 16.3% for VXUS. Worst drawdown: IQM -44.9% vs VXUS -29.4%.

Should I hold both IQM and VXUS?

IQM and VXUS have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IQM and VXUS?

At least 8.7% of IQM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 81 positions we hold weights for in IQM and 8,082 in VXUS.

Which pays a higher dividend, IQM or VXUS?

IQM yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IQM?

VXUS has a lower expense ratio. IQM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.