ITA vs VXUS

Quick Verdict

VXUS has a lower expense ratio. ITA delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: ITAMore Diversified: VXUS

Side-by-Side Comparison

MetricITAVXUSWinner
Expense Ratio0.38%0.05%
AUM$14.2B$156.5B
Dividend Yield0.44%2.60%
Holdings538,747
YTD Return+12.47%+15.24%
1Y Return+27.34%+26.32%
3Y Return (annualized)+29.70%+19.85%
5Y Return (annualized)+19.24%+9.23%
Volatility (annualized)20.1%15.1%
Max Drawdown-59.7%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 1, 2006Jan 26, 2011

ITA vs VXUS Performance

iShares US Aerospace & Defense ETF (ITA) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ITA returned +27.34% while VXUS returned +26.32%. Year to date, ITA is up 12.47% versus a gain of 15.24% for VXUS.

Over three years, ITA compounded at +29.70% per year against +19.85% for VXUS; over five years the annualized figures are +19.24% and +9.23% respectively. Across the full 16-year window we track, ITA has the edge at +12.99% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ITA has been the more volatile fund, with annualized monthly volatility of 20.1% 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 -59.7% for ITA 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ITA charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, ITA currently yields 0.44% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

ITA and VXUS share 0 holdings out of 7911 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ITA or VXUS?

ITA has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, ITA or VXUS?

Over the past year ITA returned +27.34% vs +26.32% for VXUS, so ITA leads on 1-year performance. Over the longest common window we track (16 years), ITA annualized +12.99% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, ITA or VXUS?

ITA has been the more volatile fund at 20.1% annualized versus 15.1% for VXUS. Worst drawdown: ITA -59.7% vs VXUS -39.9%.

Should I hold both ITA and VXUS?

ITA and VXUS have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ITA and VXUS?

ITA and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7911 unique securities.

Which pays a higher dividend, ITA or VXUS?

ITA yields 0.44% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.