NVIR vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: NVIRMore Diversified: VXUS

Side-by-Side Comparison

MetricNVIRVXUSWinner
Expense Ratio0.85%0.05%
AUM$6M$156.5B
Dividend Yield0.77%2.60%
Holdings418,747
YTD Return+21.31%+15.24%
1Y Return+33.57%+26.32%
3Y Return (annualized)+14.91%+19.85%
5Y Return (annualized)-+9.23%
Volatility (annualized)14.6%15.1%
Max Drawdown-22.5%-39.9%
Fund FamilyHorizon Kinetics LLCVanguard (US)
CategoryCommodityEquity
InceptionFeb 21, 2023Jan 26, 2011

NVIR vs VXUS Performance

Horizon Kinetics Energy Remediation ETF (NVIR) is a ETF from Horizon Kinetics LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NVIR returned +33.57% while VXUS returned +26.32%. Year to date, NVIR is up 21.31% versus a gain of 15.24% for VXUS.

Over three years, NVIR compounded at +14.91% per year against +19.85% for VXUS. Across the full 4-year window we track, NVIR has the edge at +16.38% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.6% for NVIR. 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 -22.5% for NVIR 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVIR charges 0.85% per year while VXUS charges 0.05%. On a $10,000 position that is $85 vs $5 annually, a gap of $80 per year that compounds over a long holding period. On income, NVIR currently yields 0.77% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

NVIR and VXUS share 1 holdings out of 7862 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NVIRWeight in VXUSDifference
EFX:CA4.33%0.00%4.33%

Frequently Asked Questions

Which is cheaper, NVIR or VXUS?

NVIR has an expense ratio of 0.85% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $80 per year of difference.

Which performed better, NVIR or VXUS?

Over the past year NVIR returned +33.57% vs +26.32% for VXUS, so NVIR leads on 1-year performance. Over the longest common window we track (4 years), NVIR annualized +16.38% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, NVIR or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.6% for NVIR. Worst drawdown: NVIR -22.5% vs VXUS -39.9%.

Should I hold both NVIR and VXUS?

NVIR and VXUS have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NVIR and VXUS?

NVIR and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, NVIR or VXUS?

NVIR yields 0.77% 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.