IRET vs VXUS
iREIT - MarketVector Quality REIT Index 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 8,747 holdings.
Side-by-Side Comparison
| Metric | IRET | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.05% | |
| AUM | $3M | $158.1B | |
| Dividend Yield | 4.17% | 2.59% | |
| Holdings | 36 | 8,747 | |
| YTD Return | +14.44% | +13.56% | |
| 1Y Return | +16.78% | +24.30% | |
| 3Y Return (annualized) | - | +20.24% | |
| 5Y Return (annualized) | - | +9.37% | |
| Volatility (annualized) | 15.9% | 15.1% | |
| Max Drawdown | -24.4% | -39.9% | |
| Fund Family | iREIT | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2024 | Jan 26, 2011 |
IRET vs VXUS Performance
iREIT - MarketVector Quality REIT Index ETF (IRET) is a ETF from iREIT and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IRET returned +16.78% while VXUS returned +24.30%. Year to date, IRET is up 14.44% versus a gain of 13.56% for VXUS.
Risk: Volatility and Drawdowns
IRET has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% 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 -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 0.73. 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 and VXUS share 1 holdings out of 7900 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IRET | Weight in VXUS | Difference |
|---|---|---|---|
| EGP | 3.35% | 0.00% | 3.35% |
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. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IRET or VXUS?
Over the past year IRET returned +16.78% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), IRET annualized +7.00% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, IRET or VXUS?
IRET has been the more volatile fund at 15.9% annualized versus 15.1% for VXUS. Worst drawdown: IRET -24.4% vs VXUS -39.9%.
Should I hold both IRET and VXUS?
IRET and VXUS have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IRET and VXUS?
IRET and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7900 unique securities.
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.
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