MVPL vs VXUS

Quick Verdict

VXUS has a lower expense ratio. MVPL delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: MVPLMore Diversified: VXUS

Side-by-Side Comparison

MetricMVPLVXUSWinner
Expense Ratio1.72%0.05%
AUM$24M$156.5B
Dividend Yield0.94%2.60%
Holdings28,747
YTD Return+24.23%+14.57%
1Y Return+38.34%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)21.7%15.1%
Max Drawdown-25.7%-39.9%
Fund FamilyMiller Value FundsVanguard (US)
CategoryAlternativeEquity
InceptionFeb 28, 2024Jan 26, 2011

MVPL vs VXUS Performance

Miller Value Partners Leverage ETF (MVPL) is a ETF from Miller Value Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MVPL returned +38.34% while VXUS returned +27.82%. Year to date, MVPL is up 24.23% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

MVPL has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -25.7% for MVPL 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MVPL charges 1.72% per year while VXUS charges 0.05%. On a $10,000 position that is $172 vs $5 annually, a gap of $167 per year that compounds over a long holding period. On income, MVPL currently yields 0.94% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

MVPL and VXUS share 0 holdings out of 7862 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, MVPL or VXUS?

MVPL has an expense ratio of 1.72% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $167 per year of difference.

Which performed better, MVPL or VXUS?

Over the past year MVPL returned +38.34% vs +27.82% for VXUS, so MVPL leads on 1-year performance. Over the longest common window we track (2 years), MVPL annualized +31.15% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, MVPL or VXUS?

MVPL has been the more volatile fund at 21.7% annualized versus 15.1% for VXUS. Worst drawdown: MVPL -25.7% vs VXUS -39.9%.

Should I hold both MVPL and VXUS?

MVPL and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MVPL and VXUS?

MVPL and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, MVPL or VXUS?

MVPL yields 0.94% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →