IXG vs VXUS

IXG vs VXUS

Which is better, IXG or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. IXG 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

MetricIXGVXUS
Expense Ratio0.38%0.05%Best
AUM$693M$158.1B
Dividend Yield2.11%2.51%
Holdings2478,747
YTD Return+10.98%+12.57%Best
1Y Return+16.55%+19.71%Best
3Y Return (annualized)+25.36%Best+19.25%
5Y Return (annualized)+14.12%Best+8.59%
Volatility (annualized)17.8%15.0%Best
Max Drawdown-46.7%-39.9%Best
$10,000 over 5 years$19,356Best$15,099
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 12, 2001Jan 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 15, 2026 (15.6 years).

IXG 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.

IXG vs VXUS Performance

iShares Global Financials ETF (IXG) 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 IXG returned +16.55% while VXUS returned +19.71%. Year to date, IXG is up 10.98% versus a gain of 12.57% for VXUS.

Over three years, IXG compounded at +25.36% per year against +19.25% for VXUS; over five years the annualized figures are +14.12% and +8.59% respectively. Across the full 16-year window we track, IXG has the edge at +7.82% annualized vs +4.71%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IXG has been the more volatile fund, with annualized monthly volatility of 17.8% 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 -46.7% for IXG 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IXG charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, IXG currently yields 2.11% against 2.51% for VXUS.

Holdings Overlap

IXG already in VXUS36.5%

At least 36.5% of IXG'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.

The two portfolios partly overlap.

107 positions in common, counted across the 222 positions we hold weights for in IXG and 8,082 in VXUS, against full books of 247 and 8,747.

Top Shared Holdings

StockWeight in IXGWeight in VXUSDifference
HSBA:LNHsbc Securities Inc2.21%0.82%1.39%
RY:CARoyal Bank Of Canada1.77%0.66%1.11%
RD:CAThe Toronto-Dominion Bank1.26%0.45%0.81%
CBA:AUCommonwealth Bank Of Australia1.19%0.47%0.72%
8316:JPSumitomo Mitsui Financial Group Inc. Shs1.04%0.35%0.69%
UBSG:SMUbs Group Ag1.02%0.37%0.65%
SAN:MABanco Santander S.a.1.37%0.00%1.37%
BBVA:MABanco Bilbao Vizcaya Argentaria S.A. Reg Shs1.02%0.35%0.67%
UCG:MIUnicredit Spa0.92%0.32%0.60%
8411:JPMizuho Financial Group Inc. Com Stk0.82%0.27%0.55%

36.5% of IXG is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IXGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IXG or VXUS?

IXG has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, IXG or VXUS?

Over the past year IXG returned +16.55% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), IXG annualized +7.82% vs +4.71% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IXG or VXUS?

IXG has been the more volatile fund at 17.8% annualized versus 15.0% for VXUS. Worst drawdown: IXG -46.7% vs VXUS -39.9%.

Should I hold both IXG and VXUS?

IXG and VXUS have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IXG and VXUS?

At least 36.5% of IXG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 107 positions in common, counted across the 222 positions we hold weights for in IXG and 8,082 in VXUS.

Which pays a higher dividend, IXG or VXUS?

IXG yields 2.11% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IXG?

VXUS has a lower expense ratio. IXG 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.