LEGR vs VXUS

LEGR vs VXUS

Which is better, LEGR or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. LEGR led over 3Y, 5Y and the full window, VXUS over 1Y. The two have moved almost in lockstep, correlation 0.94.

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

MetricLEGRVXUS
Expense Ratio0.65%0.05%Best
AUM$130M$158.1B
Dividend Yield1.75%2.51%
Holdings2288,747
YTD Return+11.01%+12.82%Best
1Y Return+19.58%+19.86%Best
3Y Return (annualized)+22.90%Best+19.33%
5Y Return (annualized)+12.33%Best+9.46%
Volatility (annualized)16.9%15.8%Best
Max Drawdown-36.1%Best-39.9%
$10,000 over 5 years$17,885Best$15,714
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 25, 2018Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 25, 2018 to Sep 18, 2026 (8.6 years).

LEGR 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 8.6 years both funds cover.

LEGR vs VXUS Performance

First Trust Indxx Innovative Transaction & Process ETF (LEGR) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LEGR returned +19.58% while VXUS returned +19.86%. Year to date, LEGR is up 11.01% versus a gain of 12.82% for VXUS.

Over three years, LEGR compounded at +22.90% per year against +19.33% for VXUS; over five years the annualized figures are +12.33% and +9.46% respectively. Across the full 9-year window we track, LEGR has the edge at +11.20% annualized vs +6.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LEGR has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.8% 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 -36.1% for LEGR 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LEGR charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, LEGR currently yields 1.75% against 2.51% for VXUS.

Holdings Overlap

LEGR already in VXUS27.2%

At least 27.2% of LEGR'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.

LEGR and VXUS share little of their money.

32 positions in common, counted across the 104 positions we hold weights for in LEGR and 8,082 in VXUS, against full books of 228 and 8,747.

Top Shared Holdings

StockWeight in LEGRWeight in VXUSDifference
HSBA:LNHsbc Securities Inc0.87%0.82%0.05%
601398:SHIndustrial & Commercial Bank Of China Ltd1.44%0.17%1.27%
RY:CARoyal Bank Of Canada0.85%0.66%0.19%
9434:JPSoftbank1.32%0.09%1.23%
UBSG:SMUbs Group Ag Ordinary Shares0.98%0.37%0.61%
JDJd.com Inc1.21%0.09%1.12%
SHELShell Plc0.70%0.57%0.13%
TCS:MBTata Consultancy Services Ltd1.14%0.06%1.08%
BHP:AUBHP Group Limited Ordinary Shares0.89%0.31%0.58%
ENGIE:PAEngie Sa1.09%0.07%1.02%

27.2% of LEGR 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.

LEGRVXUS

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Frequently Asked Questions

Which is cheaper, LEGR or VXUS?

LEGR has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option, by $60 a year on a $10,000 investment.

Which performed better, LEGR or VXUS?

Over the past year LEGR returned +19.58% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), LEGR annualized +11.20% vs +6.15% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LEGR or VXUS?

LEGR has been the more volatile fund at 16.9% annualized versus 15.8% for VXUS. Worst drawdown: LEGR -36.1% vs VXUS -39.9%.

Should I hold both LEGR and VXUS?

LEGR and VXUS have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between LEGR and VXUS?

At least 27.2% of LEGR's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 32 positions in common, counted across the 104 positions we hold weights for in LEGR and 8,082 in VXUS.

Which pays a higher dividend, LEGR or VXUS?

LEGR yields 1.75% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than LEGR?

VXUS has a lower expense ratio. LEGR led over 3Y, 5Y and the full window, VXUS over 1Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.