IVRS vs VXUS

IVRS vs VXUS
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Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricIVRSVXUSWinner
Expense Ratio0.47%0.05%
AUM$8M$158.1B
Dividend Yield8.57%2.59%
Holdings488,747
YTD Return-6.74%+15.22%
1Y Return-12.71%+26.86%
3Y Return (annualized)+9.39%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)17.6%15.1%
Max Drawdown-31.4%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 14, 2023Jan 26, 2011

IVRS vs VXUS Performance

iShares Future Metaverse Tech and Communications ETF (IVRS) 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 IVRS returned -12.71% while VXUS returned +26.86%. Year to date, IVRS is down 6.74% versus a gain of 15.22% for VXUS.

Over three years, IVRS compounded at +9.39% per year against +20.34% for VXUS. Across the full 4-year window we track, IVRS has the edge at +11.64% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVRS has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -31.4% for IVRS 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVRS charges 0.47% per year while VXUS charges 0.05%. On a $10,000 position that is $47 vs $5 annually, a gap of $42 per year that compounds over a long holding period. On income, IVRS currently yields 8.57% against 2.59% for VXUS.

Holdings Overlap

1.4%overlap

IVRS and VXUS share 9 holdings out of 7897 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVRSWeight in VXUSDifference
0700:HK5.43%0.92%4.51%
1024:HK5.00%0.05%4.95%
259960:KR4.49%0.01%4.48%
002241:SHProProPro
3350:JPProProPro
GLXYProProPro
6758:JPProProPro
PRX:ASProProPro
6460:TKProProPro
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Frequently Asked Questions

Which is cheaper, IVRS or VXUS?

IVRS has an expense ratio of 0.47% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, IVRS or VXUS?

Over the past year IVRS returned -12.71% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), IVRS annualized +11.64% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, IVRS or VXUS?

IVRS has been the more volatile fund at 17.6% annualized versus 15.1% for VXUS. Worst drawdown: IVRS -31.4% vs VXUS -39.9%.

Should I hold both IVRS and VXUS?

IVRS and VXUS have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVRS and VXUS?

IVRS and VXUS share 9 common holdings with a 1.4% weight overlap. Combined, they hold 7897 unique securities.

Which pays a higher dividend, IVRS or VXUS?

IVRS yields 8.57% while VXUS yields 2.59%, so IVRS currently pays the higher dividend yield.

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