LOWV vs VXUS

LOWV vs VXUS

Which is better, LOWV or VXUS?

Mid Cap Blend against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricLOWVVXUS
Expense Ratio0.39%0.05%Best
AUM$200M$158.1B
Dividend Yield0.86%2.51%
Holdings728,747
YTD Return+6.11%+12.88%Best
1Y Return+6.25%+19.97%Best
3Y Return (annualized)+15.90%+20.14%Best
5Y Return (annualized)-+8.87%
Volatility (annualized)9.8%Best12.2%
Max Drawdown-13.9%-13.6%Best
$10,000 over 3.5 years$17,210$17,832Best
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMar 22, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 22, 2023 to Sep 23, 2026 (3.5 years).

LOWV 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 3.5 years both funds cover.

LOWV vs VXUS Performance

AB US Low Volatility Equity ETF (LOWV) is an ETF from AllianceBernstein L.P. and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LOWV returned +6.25% while VXUS returned +19.97%. Year to date, LOWV is up 6.11% versus a gain of 12.88% for VXUS.

Over three years, LOWV compounded at +15.90% per year against +20.14% for VXUS. Across the full 4-year window we track, VXUS has the edge at +17.97% annualized vs +16.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 9.8% for LOWV. 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 -13.9% for LOWV and -13.6% 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LOWV charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, LOWV currently yields 0.86% against 2.51% for VXUS.

Holdings Overlap

LOWV already in VXUS2.4%

At least 2.4% of LOWV'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.

LOWV and VXUS share little of their money.

3 positions in common, counted across the 68 positions we hold weights for in LOWV and 8,082 in VXUS, against full books of 72 and 8,747.

Top Shared Holdings

StockWeight in LOWVWeight in VXUSDifference
SHELShell Plc1.46%0.57%0.89%
WCN:CAWaste Connections Inc Common Stock Cad 00.47%0.09%0.38%
STN:CAStantec Inc0.48%0.02%0.46%

You are not choosing between two funds in isolation.

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

LOWVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LOWV or VXUS?

LOWV has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, LOWV or VXUS?

Over the past year LOWV returned +6.25% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), LOWV annualized +16.78% vs +17.97% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LOWV or VXUS?

VXUS has been the more volatile fund at 12.2% annualized versus 9.8% for LOWV. Worst drawdown: LOWV -13.9% vs VXUS -13.6%.

Should I hold both LOWV and VXUS?

LOWV and VXUS have a monthly-return correlation of 0.66, 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 LOWV and VXUS?

At least 2.4% of LOWV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 68 positions we hold weights for in LOWV and 8,082 in VXUS.

Which pays a higher dividend, LOWV or VXUS?

LOWV yields 0.86% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than LOWV?

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