KEMQ vs VXUS

KEMQ vs VXUS

Which is better, KEMQ or VXUS?

Large Cap Growth against Large Cap Blend.

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

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

MetricKEMQVXUS
Expense Ratio0.49%0.05%Best
AUM$26M$158.1B
Dividend Yield4.97%2.51%
Holdings678,747
YTD Return-3.08%+12.21%Best
1Y Return+0.59%+19.22%Best
3Y Return (annualized)+21.56%Best+19.10%
5Y Return (annualized)-1.46%+8.63%Best
Volatility (annualized)24.4%15.7%Best
Max Drawdown-70.7%-39.9%Best
$10,000 over 5 years$9,291$15,127Best
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 11, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 12, 2017 to Sep 16, 2026 (8.9 years).

KEMQ 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 8.9 years both funds cover.

KEMQ vs VXUS Performance

KraneShares Public-Private Emerging Markets Internet and Technology ETF (KEMQ) is an ETF from KraneShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year KEMQ returned +0.59% while VXUS returned +19.22%. Year to date, KEMQ is down 3.08% versus a gain of 12.21% for VXUS.

Over three years, KEMQ compounded at +21.56% per year against +19.10% for VXUS; over five years the annualized figures are -1.46% and +8.63% respectively. Across the full 9-year window we track, VXUS has the edge at +6.90% annualized vs +1.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KEMQ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 15.7% 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 -70.7% for KEMQ 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KEMQ charges 0.49% per year while VXUS charges 0.05%. On a $10,000 position that is $49 vs $5 annually, a gap of $44 per year that compounds over a long holding period. On income, KEMQ currently yields 4.97% against 2.51% for VXUS.

Holdings Overlap

KEMQ already in VXUS51.6%

At least 51.6% of KEMQ'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.

27 positions in common, counted across the 52 positions we hold weights for in KEMQ and 8,082 in VXUS, against full books of 67 and 8,747.

Top Shared Holdings

StockWeight in KEMQWeight in VXUSDifference
000660:KRSk Hynix Inc Common Stock KRW 50003.00%1.41%1.59%
2408:TWNanya Technology Corp4.20%0.03%4.17%
9988:HKAlibaba Group Holding Ltd3.30%0.62%2.68%
PDD:IEPdd Holdings Inc.3.37%0.15%3.22%
ETEA:MBEternal Ltd3.28%0.03%3.25%
3659:JPNexon Co Ltd3.28%0.01%3.27%
PBFI:MBPb Fintech Ltd2.99%0.01%2.98%
6770:TWPowerchip Semiconductor Manu 2.74%0.01%2.73%
35720:KRKakao Corp2.44%0.02%2.42%
DHER:FFDelivery Hero Se2.38%0.02%2.36%

51.6% of KEMQ 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.

KEMQVXUS

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Frequently Asked Questions

Which is cheaper, KEMQ or VXUS?

KEMQ has an expense ratio of 0.49% while VXUS charges 0.05%. VXUS is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, KEMQ or VXUS?

Over the past year KEMQ returned +0.59% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), KEMQ annualized +1.08% vs +6.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KEMQ or VXUS?

KEMQ has been the more volatile fund at 24.4% annualized versus 15.7% for VXUS. Worst drawdown: KEMQ -70.7% vs VXUS -39.9%.

Should I hold both KEMQ and VXUS?

KEMQ and VXUS have a monthly-return correlation of 0.77, 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 KEMQ and VXUS?

At least 51.6% of KEMQ's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 27 positions in common, counted across the 52 positions we hold weights for in KEMQ and 8,082 in VXUS.

Which pays a higher dividend, KEMQ or VXUS?

KEMQ yields 4.97% while VXUS yields 2.51%, so KEMQ currently pays the higher dividend yield.

Is VXUS better than KEMQ?

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