IVVW vs VXUS

IVVW vs VXUS

Which is better, IVVW or VXUS?

VXUS has been ahead.

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

MetricIVVWVXUS
Expense Ratio0.25%0.05%Best
AUM$340M$158.1B
Dividend Yield16.22%2.51%
Holdings5098,747
YTD Return-0.37%+14.48%Best
1Y Return+4.94%+22.28%Best
3Y Return (annualized)-+20.00%
5Y Return (annualized)-+8.91%
Volatility (annualized)7.4%Best11.3%
Max Drawdown-16.8%-13.6%Best
$10,000 over 2.5 years$12,401$15,676Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 14, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 15, 2024 to Sep 11, 2026 (2.5 years).

IVVW 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 2.5 years both funds cover.

IVVW vs VXUS Performance

iShares S&P 500 BuyWrite ETF (IVVW) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IVVW returned +4.94% while VXUS returned +22.28%. Year to date, IVVW is down 0.37% versus a gain of 14.48% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 7.4% for IVVW. 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 -16.8% for IVVW 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 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVVW charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, IVVW currently yields 16.22% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 2 holdings in IVVW and 8,091 in VXUS, totalling 101.8% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in IVVW and 8,091 in VXUS, against full books of 509 and 8,747.

You are not choosing between two funds in isolation.

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

IVVWVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVVW or VXUS?

IVVW has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, IVVW or VXUS?

Over the past year IVVW returned +4.94% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVVW or VXUS?

VXUS has been the more volatile fund at 11.3% annualized versus 7.4% for IVVW. Worst drawdown: IVVW -16.8% vs VXUS -13.6%.

Should I hold both IVVW and VXUS?

IVVW and VXUS have a monthly-return correlation of 0.49, 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, IVVW or VXUS?

IVVW yields 16.22% while VXUS yields 2.51%, so IVVW currently pays the higher dividend yield.

Is VXUS better than IVVW?

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.