IVES vs VXUS

IVES vs VXUS

Which is better, IVES or VXUS?

Large Cap Growth against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricIVESVXUS
Expense Ratio0.75%0.05%Best
AUM$1.1B$158.1B
Dividend Yield0.37%2.59%
Holdings328,747
YTD Return+23.88%Best+16.15%
1Y Return+39.76%Best+27.58%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)51.5%11.4%Best
Max Drawdown-48.8%-13.6%Best
$10,000 over 1.9 years$8,086$14,849Best
Fund FamilyWedbush FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 3, 2025Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 15, 2024 to Sep 4, 2026 (1.9 years).

IVES 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 1.9 years both funds cover.

IVES vs VXUS Performance

Dan IVES Wedbush AI Revolution ETF (IVES) is an ETF from Wedbush Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IVES returned +39.76% while VXUS returned +27.58%. Year to date, IVES is up 23.88% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVES has been the more volatile fund, with annualized monthly volatility of 51.5% compared with 11.4% 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 -48.8% for IVES 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 0.16. They move largely independently of each other.

Fees and Cost Over Time

IVES charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, IVES currently yields 0.37% against 2.59% for VXUS.

Holdings Overlap

IVES already in VXUS3.6%

At least 3.6% of IVES's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVES and VXUS share little of their money.

The two holdings books were reported 50 days apart, IVES as of Aug 19, 2026 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 31 positions we hold weights for in IVES and 8,094 in VXUS, against full books of 32 and 8,747.

Top Shared Holdings

StockWeight in IVESWeight in VXUSDifference
ORCLOracle Corp - Common3.63%0.00%3.63%

You are not choosing between two funds in isolation.

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

IVESVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVES or VXUS?

IVES has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option, by $70 a year on a $10,000 investment.

Which performed better, IVES or VXUS?

Over the past year IVES returned +39.76% vs +27.58% for VXUS, so IVES leads on 1-year performance. Over the longest common window we track (2 years), IVES annualized -10.58% vs +23.13% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVES or VXUS?

IVES has been the more volatile fund at 51.5% annualized versus 11.4% for VXUS. Worst drawdown: IVES -48.8% vs VXUS -13.6%.

Should I hold both IVES and VXUS?

IVES and VXUS have a monthly-return correlation of 0.16, 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 IVES and VXUS?

At least 3.6% of IVES'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 31 positions we hold weights for in IVES and 8,094 in VXUS.

Which pays a higher dividend, IVES or VXUS?

IVES yields 0.37% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IVES?

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