LSEQ vs VXUS

LSEQ vs VXUS

Which is better, LSEQ or VXUS?

Mid Cap Blend against Large Cap Blend.

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

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

MetricLSEQVXUS
Expense Ratio2.28%0.05%Best
AUM$17M$158.1B
Dividend Yield1.74%2.51%
Holdings1558,747
YTD Return+22.26%Best+12.82%
1Y Return+23.20%Best+19.86%
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)14.3%11.1%Best
Max Drawdown-10.9%Best-13.6%
$10,000 over 2.8 years$14,316$16,759Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 3, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 4, 2023 to Sep 18, 2026 (2.8 years).

LSEQ 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 2.8 years both funds cover.

LSEQ vs VXUS Performance

Harbor Long-Short Equity ETF (LSEQ) is an ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LSEQ returned +23.20% while VXUS returned +19.86%. Year to date, LSEQ is up 22.26% versus a gain of 12.82% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LSEQ has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 11.1% 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 -10.9% for LSEQ 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 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LSEQ charges 2.28% per year while VXUS charges 0.05%. On a $10,000 position that is $228 vs $5 annually, a gap of $223 per year that compounds over a long holding period. On income, LSEQ currently yields 1.74% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 156 holdings in LSEQ and 8,082 in VXUS, totalling 124.1% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 4 positions appear in both.

4 positions in common, counted across the 156 positions we hold weights for in LSEQ and 8,082 in VXUS, against full books of 155 and 8,747.

Top Shared Holdings

StockWeight in LSEQWeight in VXUSDifference
AG:CAFirst Majestic Silver Corp2.70%0.02%2.68%
CCCSCcc Intelligent Solutions Hold2.70%0.01%2.69%
JHX:AUJames Hardie Industries Plc Sponsored Adr (1 Ads : 1 Ordinary)2.00%0.03%1.97%
BILLBill.Com Holdings, Inc. Common Stock0.90%0.00%0.90%

You are not choosing between two funds in isolation.

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

LSEQVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LSEQ or VXUS?

LSEQ has an expense ratio of 2.28% while VXUS charges 0.05%. VXUS is the cheaper option, by $223 a year on a $10,000 investment.

Which performed better, LSEQ or VXUS?

Over the past year LSEQ returned +23.20% vs +19.86% for VXUS, so LSEQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LSEQ or VXUS?

LSEQ has been the more volatile fund at 14.3% annualized versus 11.1% for VXUS. Worst drawdown: LSEQ -10.9% vs VXUS -13.6%.

Should I hold both LSEQ and VXUS?

LSEQ and VXUS have a monthly-return correlation of 0.41, 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, LSEQ or VXUS?

LSEQ yields 1.74% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than LSEQ?

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