IQRA vs VXUS
NYLI CBRE Real Assets ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | IQRA | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.05% | |
| AUM | $7M | $156.5B | |
| Dividend Yield | 2.98% | 2.60% | |
| Holdings | 107 | 8,747 | |
| YTD Return | +8.61% | +14.07% | |
| 1Y Return | +12.80% | +27.24% | |
| 3Y Return (annualized) | +10.99% | +19.27% | |
| 5Y Return (annualized) | - | +9.14% | |
| Volatility (annualized) | 13.6% | 15.1% | |
| Max Drawdown | -15.7% | -39.9% | |
| Fund Family | IndexIQ Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Jan 26, 2011 |
IQRA vs VXUS Performance
NYLI CBRE Real Assets ETF (IQRA) is a ETF from IndexIQ Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IQRA returned +12.80% while VXUS returned +27.24%. Year to date, IQRA is up 8.61% versus a gain of 14.07% for VXUS.
Over three years, IQRA compounded at +10.99% per year against +19.27% for VXUS. Across the full 3-year window we track, IQRA has the edge at +9.03% annualized vs +4.83%. 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 13.6% for IQRA. 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 -15.7% for IQRA 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQRA charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, IQRA currently yields 2.98% against 2.60% for VXUS.
Holdings Overlap
IQRA and VXUS share 43 holdings out of 7917 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IQRA or VXUS?
IQRA has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, IQRA or VXUS?
Over the past year IQRA returned +12.80% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), IQRA annualized +9.03% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, IQRA or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 13.6% for IQRA. Worst drawdown: IQRA -15.7% vs VXUS -39.9%.
Should I hold both IQRA and VXUS?
IQRA and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IQRA and VXUS?
IQRA and VXUS share 43 common holdings with a 2.4% weight overlap. Combined, they hold 7917 unique securities.
Which pays a higher dividend, IQRA or VXUS?
IQRA yields 2.98% while VXUS yields 2.60%, so IQRA currently pays the higher dividend yield.
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