LEXI vs VXUS
Alexis Practical Tactical ETF vs Vanguard Total International Stock ETF
Which is better, LEXI or VXUS?
Tactical Allocation against Large Cap Blend.
VXUS has a lower expense ratio. LEXI led over 3Y, 5Y and the full window, VXUS over 1Y.
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
| Metric | LEXI | VXUS |
|---|---|---|
| Expense Ratio | 1.00% | 0.05%Best |
| AUM | $190M | $158.1B |
| Dividend Yield | 0.83% | 2.51% |
| Holdings | 44 | 8,747 |
| YTD Return | +13.30%Best | +12.88% |
| 1Y Return | +18.30% | +19.97%Best |
| 3Y Return (annualized) | +20.44%Best | +20.14% |
| 5Y Return (annualized) | +10.83%Best | +8.87% |
| Volatility (annualized) | 14.0%Best | 15.0% |
| Max Drawdown | -22.0%Best | -29.4% |
| $10,000 over 5 years | $16,722Best | $15,295 |
| Fund Family | Alexis Investment Partners, LLC | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Blend |
| Inception | Jun 30, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Sep 23, 2026 (5.2 years).
LEXI 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 5.2 years both funds cover.
LEXI vs VXUS Performance
Alexis Practical Tactical ETF (LEXI) is an ETF from Alexis Investment Partners, LLC and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LEXI returned +18.30% while VXUS returned +19.97%. Year to date, LEXI is up 13.30% versus a gain of 12.88% for VXUS.
Over three years, LEXI compounded at +20.44% per year against +20.14% for VXUS; over five years the annualized figures are +10.83% and +8.87% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.0% for LEXI. 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 -22.0% for LEXI and -29.4% 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LEXI charges 1.00% per year while VXUS charges 0.05%. On a $10,000 position that is $100 vs $5 annually, a gap of $95 per year that compounds over a long holding period. On income, LEXI currently yields 0.83% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 48 holdings in LEXI and 8,082 in VXUS, totalling 98.5% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 48 positions we hold weights for in LEXI and 8,082 in VXUS, against full books of 44 and 8,747.
What only one of them owns
Measured across the 48 and 8,082 positions we hold weights for.
VXUS holds 35 positions LEXI does not, 2.3% of the fund.
Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%
You are not choosing between two funds in isolation.
Whichever of LEXI and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LEXI or VXUS?
LEXI has an expense ratio of 1.00% while VXUS charges 0.05%. VXUS is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, LEXI or VXUS?
Over the past year LEXI returned +18.30% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LEXI or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 14.0% for LEXI. Worst drawdown: LEXI -22.0% vs VXUS -29.4%.
Should I hold both LEXI and VXUS?
LEXI and VXUS have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LEXI or VXUS?
LEXI yields 0.83% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than LEXI?
VXUS has a lower expense ratio. LEXI led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.