IVES vs VXUS
Dan IVES Wedbush AI Revolution ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. IVES delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | IVES | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.05% | |
| AUM | $1.1B | $158.1B | |
| Dividend Yield | 0.37% | 2.59% | |
| Holdings | 31 | 8,747 | |
| YTD Return | +24.91% | +15.22% | |
| 1Y Return | +41.87% | +26.86% | |
| 3Y Return (annualized) | - | +20.34% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 53.4% | 15.1% | |
| Max Drawdown | -48.8% | -39.9% | |
| Fund Family | Wedbush Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 3, 2025 | Jan 26, 2011 |
IVES vs VXUS Performance
Dan IVES Wedbush AI Revolution ETF (IVES) is a ETF from Wedbush Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year IVES returned +41.87% while VXUS returned +26.86%. Year to date, IVES is up 24.91% versus a gain of 15.22% for VXUS.
Risk: Volatility and Drawdowns
IVES has been the more volatile fund, with annualized monthly volatility of 53.4% 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 -48.8% for IVES 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
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 and VXUS share 1 holdings out of 7899 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 IVES | Weight in VXUS | Difference |
|---|---|---|---|
| ORCL | 3.37% | 0.00% | 3.37% |
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. On a $10,000 investment, that is $70 per year of difference.
Which performed better, IVES or VXUS?
Over the past year IVES returned +41.87% vs +26.86% for VXUS, so IVES leads on 1-year performance. Over the longest common window we track (2 years), IVES annualized -10.49% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, IVES or VXUS?
IVES has been the more volatile fund at 53.4% annualized versus 15.1% for VXUS. Worst drawdown: IVES -48.8% vs VXUS -39.9%.
Should I hold both IVES and VXUS?
IVES and VXUS have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVES and VXUS?
IVES and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7899 unique securities.
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.
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