MEDI vs VXUS

MEDI vs VXUS

Which is better, MEDI or VXUS?

Large Cap Growth 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

MetricMEDIVXUS
Expense Ratio0.80%0.05%Best
AUM$44M$158.1B
Dividend Yield0.04%2.51%
Holdings448,747
YTD Return+5.61%+14.49%Best
1Y Return+16.55%+21.52%Best
3Y Return (annualized)+15.57%+20.55%Best
5Y Return (annualized)-+9.57%
Volatility (annualized)16.2%12.7%Best
Max Drawdown-19.2%-13.6%Best
$10,000 over 3.8 years$17,138$18,763Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 16, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 17, 2022 to Sep 21, 2026 (3.8 years).

MEDI 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 3.8 years both funds cover.

MEDI vs VXUS Performance

Harbor Health Care ETF (MEDI) is an ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year MEDI returned +16.55% while VXUS returned +21.52%. Year to date, MEDI is up 5.61% versus a gain of 14.49% for VXUS.

Over three years, MEDI compounded at +15.57% per year against +20.55% for VXUS. Across the full 4-year window we track, VXUS has the edge at +18.01% annualized vs +15.23%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MEDI has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 12.7% 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 -19.2% for MEDI 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MEDI charges 0.80% per year while VXUS charges 0.05%. On a $10,000 position that is $80 vs $5 annually, a gap of $75 per year that compounds over a long holding period. On income, MEDI currently yields 0.04% against 2.51% for VXUS.

Holdings Overlap

MEDI already in VXUS5.1%

At least 5.1% of MEDI'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.

MEDI and VXUS share little of their money.

2 positions in common, counted across the 46 positions we hold weights for in MEDI and 8,082 in VXUS, against full books of 44 and 8,747.

Top Shared Holdings

StockWeight in MEDIWeight in VXUSDifference
ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)3.21%0.12%3.09%
ABVX:PAAbivax Sa Sponsored Adr (1 Ads : 1 Ordinary)1.86%0.02%1.84%

You are not choosing between two funds in isolation.

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

MEDIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MEDI or VXUS?

MEDI has an expense ratio of 0.80% while VXUS charges 0.05%. VXUS is the cheaper option, by $75 a year on a $10,000 investment.

Which performed better, MEDI or VXUS?

Over the past year MEDI returned +16.55% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), MEDI annualized +15.23% vs +18.01% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MEDI or VXUS?

MEDI has been the more volatile fund at 16.2% annualized versus 12.7% for VXUS. Worst drawdown: MEDI -19.2% vs VXUS -13.6%.

Should I hold both MEDI and VXUS?

MEDI and VXUS have a monthly-return correlation of 0.54, 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 MEDI and VXUS?

At least 5.1% of MEDI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 46 positions we hold weights for in MEDI and 8,082 in VXUS.

Which pays a higher dividend, MEDI or VXUS?

MEDI yields 0.04% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than MEDI?

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.