LBO vs VXUS

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

MetricLBOVXUSWinner
Expense Ratio6.71%0.05%
AUM$7M$156.5B
Dividend Yield6.68%2.60%
Holdings448,747
YTD Return-3.03%+15.24%
1Y Return-10.53%+26.32%
3Y Return (annualized)-+19.85%
5Y Return (annualized)-+9.23%
Volatility (annualized)19.3%15.1%
Max Drawdown-32.9%-39.9%
Fund FamilyWhite Wolf Capital AdvisorsVanguard (US)
CategoryEquityEquity
InceptionNov 30, 2023Jan 26, 2011

LBO vs VXUS Performance

WHITEWOLF Publicly Listed Private Equity ETF (LBO) is a ETF from White Wolf Capital Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LBO returned -10.53% while VXUS returned +26.32%. Year to date, LBO is down 3.03% versus a gain of 15.24% for VXUS.

Risk: Volatility and Drawdowns

LBO has been the more volatile fund, with annualized monthly volatility of 19.3% 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 -32.9% for LBO 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 0.02. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LBO charges 6.71% per year while VXUS charges 0.05%. On a $10,000 position that is $671 vs $5 annually, a gap of $666 per year that compounds over a long holding period. On income, LBO currently yields 6.68% against 2.60% for VXUS.

Holdings Overlap

0.3%overlap

LBO and VXUS share 3 holdings out of 7901 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LBOWeight in VXUSDifference
BAM:CA4.14%0.04%4.10%
BN:CA3.30%0.21%3.09%
SAR0.12%0.00%0.12%

Frequently Asked Questions

Which is cheaper, LBO or VXUS?

LBO has an expense ratio of 6.71% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $666 per year of difference.

Which performed better, LBO or VXUS?

Over the past year LBO returned -10.53% vs +26.32% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), LBO annualized +4.28% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, LBO or VXUS?

LBO has been the more volatile fund at 19.3% annualized versus 15.1% for VXUS. Worst drawdown: LBO -32.9% vs VXUS -39.9%.

Should I hold both LBO and VXUS?

LBO and VXUS have a monthly-return correlation of 0.02, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LBO and VXUS?

LBO and VXUS share 3 common holdings with a 0.3% weight overlap. Combined, they hold 7901 unique securities.

Which pays a higher dividend, LBO or VXUS?

LBO yields 6.68% while VXUS yields 2.60%, so LBO currently pays the higher dividend yield.

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