KGRN vs VXUS

KGRN vs VXUS

Which is better, KGRN or VXUS?

VXUS has been ahead.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricKGRNVXUS
Expense Ratio0.79%0.05%Best
AUM$51M$158.1B
Dividend Yield0.94%2.59%
Holdings538,747
YTD Return-18.55%+16.15%Best
1Y Return-18.68%+27.58%Best
3Y Return (annualized)-4.28%+20.48%Best
5Y Return (annualized)-12.87%+9.09%Best
Volatility (annualized)31.5%15.7%Best
Max Drawdown-66.2%-39.9%Best
$10,000 over 5 years$5,022$15,450Best
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 12, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 13, 2017 to Sep 4, 2026 (8.9 years).

KGRN 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.

KGRN vs VXUS Performance

KraneShares MSCI China Clean Technology Index ETF (KGRN) is an ETF from KraneShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year KGRN returned -18.68% while VXUS returned +27.58%. Year to date, KGRN is down 18.55% versus a gain of 16.15% for VXUS.

Over three years, KGRN compounded at -4.28% per year against +20.48% for VXUS; over five years the annualized figures are -12.87% and +9.09% respectively. Across the full 9-year window we track, VXUS has the edge at +7.27% annualized vs +0.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KGRN has been the more volatile fund, with annualized monthly volatility of 31.5% 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 -66.2% for KGRN 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 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

KGRN 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, KGRN currently yields 0.94% against 2.59% for VXUS.

Holdings Overlap

KGRN already in VXUS73.4%

At least 73.4% of KGRN's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of KGRN is already inside VXUS. Owning both mostly buys the same companies twice.

37 positions in common, counted across the 50 positions we hold weights for in KGRN and 8,094 in VXUS, against full books of 53 and 8,747.

Top Shared Holdings

StockWeight in KGRNWeight in VXUSDifference
1211:SHByd Company Ltd.9.16%0.08%9.08%
9866:HKNio Inc Common Stock HKD 0.000255.75%0.02%5.73%
600900:SHChina Yangtze Power Co Ltd5.44%0.01%5.43%
300750:SHContemporary Amperex Technology Co. Ltd. Class A5.26%0.04%5.22%
9868:HKXpeng Inc-A Shrs5.26%0.02%5.24%
1816:SHCgn Power Company Limited4.34%0.01%4.33%
9698:HKGds Holdings Ltd4.10%0.01%4.09%
0257:HKChina Everbright Environment Group Ltd3.04%0.00%3.04%
601816:SHBeijing-shanghai High Speed Railway Co. Ltd.2.93%0.00%2.93%
300274:SHSungrow Power Supply Co. Ltd. Class A2.87%0.01%2.86%

73.4% of KGRN 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.

KGRNVXUS

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Frequently Asked Questions

Which is cheaper, KGRN or VXUS?

KGRN has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, KGRN or VXUS?

Over the past year KGRN returned -18.68% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), KGRN annualized +0.26% vs +7.27% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KGRN or VXUS?

KGRN has been the more volatile fund at 31.5% annualized versus 15.7% for VXUS. Worst drawdown: KGRN -66.2% vs VXUS -39.9%.

Should I hold both KGRN and VXUS?

KGRN and VXUS have a monthly-return correlation of 0.47, 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 KGRN and VXUS?

At least 73.4% of KGRN's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 37 positions in common, counted across the 50 positions we hold weights for in KGRN and 8,094 in VXUS.

Which pays a higher dividend, KGRN or VXUS?

KGRN yields 0.94% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than KGRN?

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