MVPA vs VXUS

MVPA vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricMVPAVXUSWinner
Expense Ratio0.60%0.05%
AUM$74M$158.1B
Dividend Yield0.52%2.59%
Holdings388,747
YTD Return+12.29%+14.26%
1Y Return+10.99%+25.40%
3Y Return (annualized)-+20.47%
5Y Return (annualized)-+9.76%
Volatility (annualized)21.5%15.1%
Max Drawdown-25.9%-39.9%
Fund FamilyMiller Value FundsVanguard (US)
CategoryEquityEquity
InceptionJan 30, 2024Jan 26, 2011

MVPA vs VXUS Performance

Miller Value Partners Appreciation ETF (MVPA) is a ETF from Miller Value Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MVPA returned +10.99% while VXUS returned +25.40%. Year to date, MVPA is up 12.29% versus a gain of 14.26% for VXUS.

Risk: Volatility and Drawdowns

MVPA has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -25.9% for MVPA 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MVPA charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, MVPA currently yields 0.52% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

MVPA and VXUS share 0 holdings out of 7903 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, MVPA or VXUS?

MVPA has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, MVPA or VXUS?

Over the past year MVPA returned +10.99% vs +25.40% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), MVPA annualized +18.58% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, MVPA or VXUS?

MVPA has been the more volatile fund at 21.5% annualized versus 15.1% for VXUS. Worst drawdown: MVPA -25.9% vs VXUS -39.9%.

Should I hold both MVPA and VXUS?

MVPA and VXUS have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MVPA and VXUS?

MVPA and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7903 unique securities.

Which pays a higher dividend, MVPA or VXUS?

MVPA yields 0.52% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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