JULZ vs VXUS
TrueShares Structured Outcome (July) ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | JULZ | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.05% | |
| AUM | $36M | $156.5B | |
| Dividend Yield | 5.65% | 2.60% | |
| Holdings | 7 | 8,747 | |
| YTD Return | +10.45% | +14.57% | |
| 1Y Return | +5.12% | +27.82% | |
| 3Y Return (annualized) | +11.67% | +19.27% | |
| 5Y Return (annualized) | +8.38% | +9.28% | |
| Volatility (annualized) | 12.5% | 15.1% | |
| Max Drawdown | -17.4% | -39.9% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 30, 2020 | Jan 26, 2011 |
JULZ vs VXUS Performance
TrueShares Structured Outcome (July) ETF (JULZ) is a ETF from TrueShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JULZ returned +5.12% while VXUS returned +27.82%. Year to date, JULZ is up 10.45% versus a gain of 14.57% for VXUS.
Over three years, JULZ compounded at +11.67% per year against +19.27% for VXUS; over five years the annualized figures are +8.38% and +9.28% respectively. Across the full 6-year window we track, JULZ has the edge at +11.90% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for JULZ. 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 -17.4% for JULZ 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JULZ charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, JULZ currently yields 5.65% against 2.60% for VXUS.
Holdings Overlap
JULZ and VXUS share 0 holdings out of 7863 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JULZ or VXUS?
JULZ has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, JULZ or VXUS?
Over the past year JULZ returned +5.12% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), JULZ annualized +11.90% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JULZ or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 12.5% for JULZ. Worst drawdown: JULZ -17.4% vs VXUS -39.9%.
Should I hold both JULZ and VXUS?
JULZ and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JULZ and VXUS?
JULZ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7863 unique securities.
Which pays a higher dividend, JULZ or VXUS?
JULZ yields 5.65% while VXUS yields 2.60%, so JULZ currently pays the higher dividend yield.
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