MFUS vs VXUS

MFUS vs VXUS

Which is better, MFUS or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. MFUS led over 3Y, 5Y and the full window, VXUS over 1Y.

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

MetricMFUSVXUS
Expense Ratio0.29%0.05%Best
AUM$297M$158.1B
Dividend Yield1.37%2.51%
Holdings8848,747
YTD Return+16.85%Best+14.48%
1Y Return+19.52%+22.28%Best
3Y Return (annualized)+20.73%Best+20.00%
5Y Return (annualized)+13.03%Best+8.91%
Volatility (annualized)15.6%Tie15.6%Tie
Max Drawdown-35.2%Best-39.9%
$10,000 over 5 years$18,449Best$15,323
Fund FamilyPIMCO (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionAug 31, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 6, 2017 to Sep 11, 2026 (9 years).

MFUS 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 9 years both funds cover.

MFUS vs VXUS Performance

PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) is an ETF from PIMCO (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year MFUS returned +19.52% while VXUS returned +22.28%. Year to date, MFUS is up 16.85% versus a gain of 14.48% for VXUS.

Over three years, MFUS compounded at +20.73% per year against +20.00% for VXUS; over five years the annualized figures are +13.03% and +8.91% respectively. Across the full 9-year window we track, MFUS has the edge at +12.54% annualized vs +7.40%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MFUS and VXUS have been equally volatile, both at 15.6% annualized.

The deepest peak-to-trough decline in our data was -35.2% for MFUS and -39.9% 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MFUS charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, MFUS currently yields 1.37% against 2.51% for VXUS.

Holdings Overlap

MFUS already in VXUS0.7%

At least 0.7% of MFUS's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

6 positions in common, counted across the 794 positions we hold weights for in MFUS and 8,091 in VXUS, against full books of 884 and 8,747.

Top Shared Holdings

StockWeight in MFUSWeight in VXUSDifference
ORCLOracle Corp.0.52%0.00%0.52%
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.04%0.05%0.01%
SIG:AUSigma Pharmaceuticals Ltd0.06%0.02%0.04%
SRESempra Common Stock0.03%0.00%0.03%
HAL:MBHindustan Aeronautics Ltd0.02%0.01%0.01%
AMAntero Midstream Corp0.01%0.01%0.00%

You are not choosing between two funds in isolation.

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

MFUSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MFUS or VXUS?

MFUS has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, MFUS or VXUS?

Over the past year MFUS returned +19.52% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), MFUS annualized +12.54% vs +7.40% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MFUS or VXUS?

MFUS and VXUS have been equally volatile, both at 15.6% annualized. Worst drawdown: MFUS -35.2% vs VXUS -39.9%.

Should I hold both MFUS and VXUS?

MFUS and VXUS have a monthly-return correlation of 0.86, 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, MFUS or VXUS?

MFUS yields 1.37% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than MFUS?

VXUS has a lower expense ratio. MFUS 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.