IRET vs VXUS

IRET vs VXUS

Which is better, IRET or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

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

MetricIRETVXUS
Expense Ratio0.60%0.05%Best
AUM$3M$158.1B
Dividend Yield4.17%2.59%
Holdings368,747
Volatility (annualized)15.9%11.8%Best
Max Drawdown-24.4%-13.6%Best
$10,000 over 2.2 years$11,605$15,058Best
Fund FamilyiREITVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMar 5, 2024Jan 26, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 126 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IRET has data through May 5, 2026 and VXUS through Sep 8, 2026.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Mar 6, 2024 to May 5, 2026 (2.2 years).

Risk: Volatility and Drawdowns

IRET has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 11.8% 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 -24.4% for IRET and -13.6% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IRET charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, IRET currently yields 4.17% against 2.59% for VXUS.

Holdings Overlap

IRET already in VXUS3.4%

At least 3.4% of IRET's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IRET and VXUS share little of their money.

The two holdings books were reported 181 days apart, IRET as of Dec 31, 2025 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 32 positions we hold weights for in IRET and 8,092 in VXUS, against full books of 36 and 8,747.

Top Shared Holdings

StockWeight in IRETWeight in VXUSDifference
EGPEastgroup Properties Inc3.35%0.00%3.35%

You are not choosing between two funds in isolation.

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

IRETVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IRET or VXUS?

IRET has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option, by $55 a year on a $10,000 investment.

Which is riskier, IRET or VXUS?

IRET has been the more volatile fund at 15.9% annualized versus 11.8% for VXUS. Worst drawdown: IRET -24.4% vs VXUS -13.6%.

Should I hold both IRET and VXUS?

IRET and VXUS have a monthly-return correlation of 0.73, 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 IRET and VXUS?

At least 3.4% of IRET's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 32 positions we hold weights for in IRET and 8,092 in VXUS.

Which pays a higher dividend, IRET or VXUS?

IRET yields 4.17% while VXUS yields 2.59%, so IRET currently pays the higher dividend yield.

Is VXUS better than IRET?

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