KBWB vs VXUS
Invesco KBW Bank ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. KBWB delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | KBWB | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.05% | |
| AUM | $7.0B | $158.1B | |
| Dividend Yield | 1.94% | 2.59% | |
| Holdings | 30 | 8,747 | |
| YTD Return | +17.59% | +15.22% | |
| 1Y Return | +35.86% | +26.86% | |
| 3Y Return (annualized) | +36.44% | +20.34% | |
| 5Y Return (annualized) | +11.54% | +9.38% | |
| Volatility (annualized) | 23.9% | 15.1% | |
| Max Drawdown | -52.0% | -39.9% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2011 | Jan 26, 2011 |
KBWB vs VXUS Performance
Invesco KBW Bank ETF (KBWB) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year KBWB returned +35.86% while VXUS returned +26.86%. Year to date, KBWB is up 17.59% versus a gain of 15.22% for VXUS.
Over three years, KBWB compounded at +36.44% per year against +20.34% for VXUS; over five years the annualized figures are +11.54% and +9.38% respectively. Across the full 15-year window we track, KBWB has the edge at +12.64% annualized vs +4.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KBWB has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 15.1% 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 -52.0% for KBWB 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KBWB charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, KBWB currently yields 1.94% against 2.59% for VXUS.
Holdings Overlap
KBWB and VXUS share 1 holdings out of 7893 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in KBWB | Weight in VXUS | Difference |
|---|---|---|---|
| HBAN | 4.06% | 0.05% | 4.01% |
Frequently Asked Questions
Which is cheaper, KBWB or VXUS?
KBWB has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, KBWB or VXUS?
Over the past year KBWB returned +35.86% vs +26.86% for VXUS, so KBWB leads on 1-year performance. Over the longest common window we track (15 years), KBWB annualized +12.64% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, KBWB or VXUS?
KBWB has been the more volatile fund at 23.9% annualized versus 15.1% for VXUS. Worst drawdown: KBWB -52.0% vs VXUS -39.9%.
Should I hold both KBWB and VXUS?
KBWB and VXUS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KBWB and VXUS?
KBWB and VXUS share 1 common holdings with a 0.1% weight overlap. Combined, they hold 7893 unique securities.
Which pays a higher dividend, KBWB or VXUS?
KBWB yields 1.94% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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