IVRS vs VXUS

IVRS vs VXUS

Which is better, IVRS or VXUS?

Large Cap Growth against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricIVRSVXUS
Expense Ratio0.47%0.05%Best
AUM$8M$158.1B
Dividend Yield8.57%2.59%
Holdings488,747
Volatility (annualized)17.6%12.1%Best
Max Drawdown-31.4%-13.6%Best
$10,000 over 3.5 years$14,702$17,627Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionFeb 14, 2023Jan 26, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 23 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVRS has data through Aug 12, 2026 and VXUS through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Feb 16, 2023 to Aug 12, 2026 (3.5 years).

Risk: Volatility and Drawdowns

IVRS has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 12.1% 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 -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 0.52. They move together some of the time, and apart the rest.

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

We hold position weights for 37 holdings in IVRS and 8,094 in VXUS, totalling 93.7% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 8 positions appear in both.

8 positions in common, counted across the 37 positions we hold weights for in IVRS and 8,094 in VXUS, against full books of 48 and 8,747.

Top Shared Holdings

StockWeight in IVRSWeight in VXUSDifference
1024:HKKuaishou Technology5.00%0.03%4.97%
9999:KYNetease, Inc.4.76%0.10%4.66%
259960:KRKrafton, Inc.4.49%0.01%4.48%
002241:SHGoertek Inc.4.43%0.00%4.43%
3350:JPMetaplanet Inc.3.94%0.00%3.94%
6758:JPSony Corp0.26%0.26%0.00%
PRX:ASProsus N V0.10%0.12%0.02%
6460:TKSega Sammy Holdings Inc. Com Stk0.02%0.00%0.02%

You are not choosing between two funds in isolation.

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

IVRSVXUS

Free for up to 10 holdings. No account needed.

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, by $42 a year on a $10,000 investment.

Which is riskier, IVRS or VXUS?

IVRS has been the more volatile fund at 17.6% annualized versus 12.1% for VXUS. Worst drawdown: IVRS -31.4% vs VXUS -13.6%.

Should I hold both IVRS and VXUS?

IVRS and VXUS have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

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.

Is VXUS better than IVRS?

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