IWY vs VXUS

IWY vs VXUS

Which is better, IWY or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. IWY led over 3Y, 5Y and the full window, VXUS over 1Y.

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

MetricIWYVXUS
Expense Ratio0.20%0.05%Best
AUM$15.7B$158.1B
Dividend Yield0.35%2.51%
Holdings1058,747
YTD Return+2.79%+12.21%Best
1Y Return+5.22%+19.22%Best
3Y Return (annualized)+21.47%Best+19.10%
5Y Return (annualized)+12.52%Best+8.63%
Volatility (annualized)15.9%15.0%Best
Max Drawdown-32.7%Best-39.9%
$10,000 over 5 years$18,036Best$15,127
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 22, 2009Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 16, 2026 (15.6 years).

IWY 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 15.6 years both funds cover.

IWY vs VXUS Performance

iShares Russell Top 200 Growth ETF (IWY) 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 IWY returned +5.22% while VXUS returned +19.22%. Year to date, IWY is up 2.79% versus a gain of 12.21% for VXUS.

Over three years, IWY compounded at +21.47% per year against +19.10% for VXUS; over five years the annualized figures are +12.52% and +8.63% respectively. Across the full 16-year window we track, IWY has the edge at +15.53% annualized vs +4.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IWY has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.0% 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 -32.7% for IWY and -39.9% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IWY charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, IWY currently yields 0.35% against 2.51% for VXUS.

Holdings Overlap

IWY already in VXUS0.1%

At least 0.1% of IWY's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 102 positions we hold weights for in IWY and 8,082 in VXUS, against full books of 105 and 8,747.

Top Shared Holdings

StockWeight in IWYWeight in VXUSDifference
BAM:CABrookfield Asset Management Ltd. Cl A Ltd Vtg Shs0.06%0.04%0.02%

You are not choosing between two funds in isolation.

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

IWYVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWY or VXUS?

IWY has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, IWY or VXUS?

Over the past year IWY returned +5.22% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), IWY annualized +15.53% vs +4.69% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IWY or VXUS?

IWY has been the more volatile fund at 15.9% annualized versus 15.0% for VXUS. Worst drawdown: IWY -32.7% vs VXUS -39.9%.

Should I hold both IWY and VXUS?

IWY and VXUS have a monthly-return correlation of 0.73, 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, IWY or VXUS?

IWY yields 0.35% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IWY?

VXUS has a lower expense ratio. IWY led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.