MAXJ 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

MetricMAXJVXUSWinner
Expense Ratio0.50%0.05%
AUM$154M$156.5B
Dividend Yield0.74%2.60%
Holdings68,747
YTD Return+4.45%+14.57%
1Y Return+6.43%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)4.3%15.1%
Max Drawdown-6.3%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 28, 2024Jan 26, 2011

MAXJ vs VXUS Performance

iShares Large Cap Max Buffer Jun ETF (MAXJ) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MAXJ returned +6.43% while VXUS returned +27.82%. Year to date, MAXJ is up 4.45% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.3% for MAXJ. 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 -6.3% for MAXJ 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MAXJ charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, MAXJ currently yields 0.74% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

MAXJ and VXUS share 0 holdings out of 7863 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MAXJ or VXUS?

MAXJ has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, MAXJ or VXUS?

Over the past year MAXJ returned +6.43% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), MAXJ annualized +8.12% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, MAXJ or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.3% for MAXJ. Worst drawdown: MAXJ -6.3% vs VXUS -39.9%.

Should I hold both MAXJ and VXUS?

MAXJ and VXUS have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MAXJ and VXUS?

MAXJ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7863 unique securities.

Which pays a higher dividend, MAXJ or VXUS?

MAXJ yields 0.74% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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