KMF vs VXUS

KMF vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricKMFVXUSWinner
Expense Ratio3.20%0.05%
AUM$501M$158.1B
Dividend Yield0.00%2.59%
Holdings398,747
YTD Return+0.00%+15.22%
1Y Return+0.00%+26.86%
3Y Return (annualized)+4.81%+20.34%
5Y Return (annualized)+5.17%+9.38%
Volatility (annualized)33.2%15.1%
Max Drawdown-94.3%-39.9%
Fund FamilyKayne Anderson Capital AdvisorsVanguard (US)
CategoryEquityEquity
InceptionNov 24, 2010Jan 26, 2011

KMF vs VXUS Performance

Kayne Anderson NextGen Energy & Infrastructure Inc (KMF) is a ETF from Kayne Anderson Capital Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year KMF returned +0.00% while VXUS returned +26.86%. Year to date, KMF is up 0.00% versus a gain of 15.22% for VXUS.

Over three years, KMF compounded at +4.81% per year against +20.34% for VXUS; over five years the annualized figures are +5.17% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs -0.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KMF has been the more volatile fund, with annualized monthly volatility of 33.2% 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 -94.3% for KMF 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KMF charges 3.20% per year while VXUS charges 0.05%. On a $10,000 position that is $320 vs $5 annually, a gap of $315 per year that compounds over a long holding period. On income, KMF currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.5%overlap

KMF and VXUS share 6 holdings out of 7894 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KMFWeight in VXUSDifference
PPL.R:CA4.22%0.06%4.16%
SRE4.22%0.00%4.22%
ENB:CA3.43%0.26%3.17%
TRP:CAProProPro
AMProProPro
TA:CAProProPro
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Frequently Asked Questions

Which is cheaper, KMF or VXUS?

KMF has an expense ratio of 3.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $315 per year of difference.

Which performed better, KMF or VXUS?

Over the past year KMF returned +0.00% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), KMF annualized -0.39% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, KMF or VXUS?

KMF has been the more volatile fund at 33.2% annualized versus 15.1% for VXUS. Worst drawdown: KMF -94.3% vs VXUS -39.9%.

Should I hold both KMF and VXUS?

KMF and VXUS have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KMF and VXUS?

KMF and VXUS share 6 common holdings with a 0.5% weight overlap. Combined, they hold 7894 unique securities.

Which pays a higher dividend, KMF or VXUS?

KMF yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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