NZUS vs VXUS
NZUS vs VXUS
State Street SPDR MSCI USA Climate Paris Aligned ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | NZUS | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.05% | |
| AUM | $3M | $156.5B | |
| Dividend Yield | 0.88% | 2.60% | |
| Holdings | 146 | 8,747 | |
| YTD Return | +5.91% | +14.57% | |
| 1Y Return | +23.21% | +27.82% | |
| 3Y Return (annualized) | +20.81% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 16.8% | 15.1% | |
| Max Drawdown | -21.0% | -39.9% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 21, 2022 | Jan 26, 2011 |
NZUS vs VXUS Performance
State Street SPDR MSCI USA Climate Paris Aligned ETF (NZUS) is a ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NZUS returned +23.21% while VXUS returned +27.82%. Year to date, NZUS is up 5.91% versus a gain of 14.57% for VXUS.
Over three years, NZUS compounded at +20.81% per year against +19.27% for VXUS. Across the full 4-year window we track, NZUS has the edge at +14.42% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NZUS has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -21.0% for NZUS 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NZUS charges 0.10% per year while VXUS charges 0.05%. On a $10,000 position that is $10 vs $5 annually, a gap of $5 per year that compounds over a long holding period. On income, NZUS currently yields 0.88% against 2.60% for VXUS.
Holdings Overlap
NZUS and VXUS share 1 holdings out of 8010 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NZUS | Weight in VXUS | Difference |
|---|---|---|---|
| ORCL | 0.64% | 0.00% | 0.64% |
Frequently Asked Questions
Which is cheaper, NZUS or VXUS?
NZUS has an expense ratio of 0.10% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, NZUS or VXUS?
Over the past year NZUS returned +23.21% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), NZUS annualized +14.42% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, NZUS or VXUS?
NZUS has been the more volatile fund at 16.8% annualized versus 15.1% for VXUS. Worst drawdown: NZUS -21.0% vs VXUS -39.9%.
Should I hold both NZUS and VXUS?
NZUS and VXUS have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NZUS and VXUS?
NZUS and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8010 unique securities.
Which pays a higher dividend, NZUS or VXUS?
NZUS yields 0.88% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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