LEGR vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLEGRVXUSWinner
Expense Ratio0.65%0.05%
AUM$129M$156.5B
Dividend Yield1.66%2.60%
Holdings1108,747
YTD Return+11.39%+14.07%
1Y Return+25.47%+27.24%
3Y Return (annualized)+22.96%+19.27%
5Y Return (annualized)+11.78%+9.14%
Volatility (annualized)17.0%15.1%
Max Drawdown-36.1%-39.9%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionJan 25, 2018Jan 26, 2011

LEGR vs VXUS Performance

First Trust Indxx Innovative Transaction & Process ETF (LEGR) is a ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LEGR returned +25.47% while VXUS returned +27.24%. Year to date, LEGR is up 11.39% versus a gain of 14.07% for VXUS.

Over three years, LEGR compounded at +22.96% per year against +19.27% for VXUS; over five years the annualized figures are +11.78% and +9.14% respectively. Across the full 9-year window we track, LEGR has the edge at +11.39% annualized vs +4.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LEGR has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -36.1% for LEGR 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 0.94. 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 1.66% against 2.60% for VXUS.

Holdings Overlap

6.5%overlap

LEGR and VXUS share 37 holdings out of 7929 unique holdings combined, representing a 6.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LEGRWeight in VXUSDifference
HSBA:LN0.91%0.72%0.19%
1398:HK1.39%0.15%1.24%
0700:KY0.57%0.92%0.35%
RY:CAProProPro
9618:SHProProPro
ETISALAT:AEProProPro
ENGIE:PAProProPro
UBSG:SMProProPro
SHEL:LNProProPro
BBVA:MAProProPro
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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. On a $10,000 investment, that is $60 per year of difference.

Which performed better, LEGR or VXUS?

Over the past year LEGR returned +25.47% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), LEGR annualized +11.39% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, LEGR or VXUS?

LEGR has been the more volatile fund at 17.0% annualized versus 15.1% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between LEGR and VXUS?

LEGR and VXUS share 37 common holdings with a 6.5% weight overlap. Combined, they hold 7929 unique securities.

Which pays a higher dividend, LEGR or VXUS?

LEGR yields 1.66% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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