NPCT vs VXUS
Nuveen Core Plus Impact Fund vs Vanguard Total International Stock ETF
Which is better, NPCT or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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
| Metric | NPCT | VXUS |
|---|---|---|
| Expense Ratio | 1.38% | 0.05%Best |
| AUM | - | $158.1B |
| Dividend Yield | 11.30% | 2.51% |
| Holdings | 131 | 8,747 |
| YTD Return | +2.48% | +12.21%Best |
| 1Y Return | -2.30% | +19.22%Best |
| 3Y Return (annualized) | +12.85% | +19.10%Best |
| 5Y Return (annualized) | -3.09% | +8.63%Best |
| Volatility (annualized) | 16.7% | 14.7%Best |
| Max Drawdown | -46.8% | -29.4%Best |
| $10,000 over 5 years | $8,548 | $15,127Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Apr 27, 2021 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 28, 2021 to Sep 16, 2026 (5.4 years).
NPCT 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 5.4 years both funds cover.
NPCT vs VXUS Performance
Nuveen Core Plus Impact Fund (NPCT) is an ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NPCT returned -2.30% while VXUS returned +19.22%. Year to date, NPCT is up 2.48% versus a gain of 12.21% for VXUS.
Over three years, NPCT compounded at +12.85% per year against +19.10% for VXUS; over five years the annualized figures are -3.09% and +8.63% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NPCT has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 14.7% 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 -46.8% for NPCT and -29.4% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NPCT charges 1.38% per year while VXUS charges 0.05%. On a $10,000 position that is $138 vs $5 annually, a gap of $133 per year that compounds over a long holding period. On income, NPCT currently yields 11.30% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 69 holdings in NPCT and 8,082 in VXUS, totalling 64.7% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 69 positions we hold weights for in NPCT and 8,082 in VXUS, against full books of 131 and 8,747.
You are not choosing between two funds in isolation.
Whichever of NPCT and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NPCT or VXUS?
NPCT has an expense ratio of 1.38% while VXUS charges 0.05%. VXUS is the cheaper option, by $133 a year on a $10,000 investment.
Which performed better, NPCT or VXUS?
Over the past year NPCT returned -2.30% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NPCT or VXUS?
NPCT has been the more volatile fund at 16.7% annualized versus 14.7% for VXUS. Worst drawdown: NPCT -46.8% vs VXUS -29.4%.
Should I hold both NPCT and VXUS?
NPCT and VXUS have a monthly-return correlation of 0.74, 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, NPCT or VXUS?
NPCT yields 11.30% while VXUS yields 2.51%, so NPCT currently pays the higher dividend yield.
Is VXUS better than NPCT?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.