KOMP vs VXUS

KOMP vs VXUS

Which is better, KOMP or VXUS?

Mid Cap Growth against Large Cap Blend.

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

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

MetricKOMPVXUS
Expense Ratio0.20%0.05%Best
AUM$2.7B$158.1B
Dividend Yield1.58%2.59%
Holdings5088,747
YTD Return+10.53%+16.15%Best
1Y Return+18.69%+27.58%Best
3Y Return (annualized)+18.00%+20.48%Best
5Y Return (annualized)+2.02%+9.09%Best
Volatility (annualized)24.7%15.9%Best
Max Drawdown-50.1%-35.1%Best
$10,000 over 5 years$11,052$15,450Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionOct 19, 2018Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 23, 2018 to Sep 4, 2026 (7.9 years).

KOMP 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 7.9 years both funds cover.

KOMP vs VXUS Performance

State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year KOMP returned +18.69% while VXUS returned +27.58%. Year to date, KOMP is up 10.53% versus a gain of 16.15% for VXUS.

Over three years, KOMP compounded at +18.00% per year against +20.48% for VXUS; over five years the annualized figures are +2.02% and +9.09% respectively. Across the full 8-year window we track, KOMP has the edge at +12.06% annualized vs +9.86%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KOMP has been the more volatile fund, with annualized monthly volatility of 24.7% compared with 15.9% 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 -50.1% for KOMP and -35.1% 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KOMP charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, KOMP currently yields 1.58% against 2.59% for VXUS.

Holdings Overlap

KOMP already in VXUS6.5%

At least 6.5% of KOMP's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

KOMP and VXUS share little of their money.

40 positions in common, counted across the 501 positions we hold weights for in KOMP and 8,092 in VXUS, against full books of 508 and 8,747.

Top Shared Holdings

StockWeight in KOMPWeight in VXUSDifference
ESLT:ILElbit Systems Ltd1.06%0.05%1.01%
AZN:LNAstrazeneca Plc0.05%0.62%0.57%
SHELShell plc0.08%0.48%0.40%
TD:CAToronto-dominion Bank0.03%0.45%0.42%
ENLT:ILEnlight Renewable Energy Ltd Ordinary Shares0.38%0.03%0.35%
9888:SHBaidu Inc ADR Class A0.31%0.07%0.24%
TA:CATransalta Corp0.34%0.01%0.33%
NTR:CANutrien Ltd0.28%0.07%0.21%
SHOP:CAShopify Inc Class A0.04%0.31%0.27%
TSEM:ILTower Semiconductor Ltd Ordinary Shares0.26%0.06%0.20%

You are not choosing between two funds in isolation.

Whichever of KOMP and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KOMPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KOMP or VXUS?

KOMP has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, KOMP or VXUS?

Over the past year KOMP returned +18.69% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), KOMP annualized +12.06% vs +9.86% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KOMP or VXUS?

KOMP has been the more volatile fund at 24.7% annualized versus 15.9% for VXUS. Worst drawdown: KOMP -50.1% vs VXUS -35.1%.

Should I hold both KOMP and VXUS?

KOMP and VXUS have a monthly-return correlation of 0.79, 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 KOMP and VXUS?

At least 6.5% of KOMP's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 40 positions in common, counted across the 501 positions we hold weights for in KOMP and 8,092 in VXUS.

Which pays a higher dividend, KOMP or VXUS?

KOMP yields 1.58% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than KOMP?

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