MSOX 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

MetricMSOXVXUSWinner
Expense Ratio0.97%0.05%
AUM$46M$156.5B
Dividend Yield0.00%2.60%
Holdings98,747
YTD Return-48.58%+14.57%
1Y Return-54.00%+27.82%
3Y Return (annualized)-65.94%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)163.3%15.1%
Max Drawdown-99.8%-39.9%
Fund FamilyAdvisorShares TrustVanguard (US)
CategoryAlternativeEquity
InceptionAug 23, 2022Jan 26, 2011

MSOX vs VXUS Performance

AdvisorShares MSOS Daily Leveraged ETF (MSOX) is a ETF from AdvisorShares Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MSOX returned -54.00% while VXUS returned +27.82%. Year to date, MSOX is down 48.58% versus a gain of 14.57% for VXUS.

Over three years, MSOX compounded at -65.94% per year against +19.27% for VXUS. Across the full 4-year window we track, VXUS has the edge at +4.86% annualized vs -75.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MSOX has been the more volatile fund, with annualized monthly volatility of 163.3% compared with 15.1% 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 -99.8% for MSOX 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MSOX charges 0.97% per year while VXUS charges 0.05%. On a $10,000 position that is $97 vs $5 annually, a gap of $92 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

MSOX 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, MSOX or VXUS?

MSOX has an expense ratio of 0.97% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, MSOX or VXUS?

Over the past year MSOX returned -54.00% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -75.09% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, MSOX or VXUS?

MSOX has been the more volatile fund at 163.3% annualized versus 15.1% for VXUS. Worst drawdown: MSOX -99.8% vs VXUS -39.9%.

Should I hold both MSOX and VXUS?

MSOX and VXUS have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MSOX and VXUS?

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

Which pays a higher dividend, MSOX or VXUS?

MSOX yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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