OBND vs VXUS
State Street Loomis Sayles Opportunistic Bond ETF vs Vanguard Total International Stock ETF
Which is better, OBND or VXUS?
Allocation/Balanced against Large Cap Blend.
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 | OBND | VXUS |
|---|---|---|
| Expense Ratio | 0.55% | 0.05%Best |
| AUM | $32M | $158.1B |
| Dividend Yield | 6.40% | 2.51% |
| Holdings | 420 | 8,747 |
| YTD Return | -3.40% | +12.82%Best |
| 1Y Return | -2.58% | +19.86%Best |
| 3Y Return (annualized) | +4.95% | +19.33%Best |
| 5Y Return (annualized) | +1.22% | +9.46%Best |
| Volatility (annualized) | 6.3%Best | 15.1% |
| Max Drawdown | -15.9%Best | -28.9% |
| $10,000 over 5 years | $10,625 | $15,714Best |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Sep 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: Sep 28, 2021 to Sep 18, 2026 (5 years).
OBND 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 years both funds cover.
OBND vs VXUS Performance
State Street Loomis Sayles Opportunistic Bond ETF (OBND) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OBND returned -2.58% while VXUS returned +19.86%. Year to date, OBND is down 3.40% versus a gain of 12.82% for VXUS.
Over three years, OBND compounded at +4.95% per year against +19.33% for VXUS; over five years the annualized figures are +1.22% and +9.46% respectively.
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 6.3% for OBND. 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 -15.9% for OBND and -28.9% 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OBND charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, OBND currently yields 6.40% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 19 holdings in OBND and 8,082 in VXUS, totalling 8.1% 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 19 positions we hold weights for in OBND and 8,082 in VXUS, against full books of 420 and 8,747.
You are not choosing between two funds in isolation.
Whichever of OBND 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, OBND or VXUS?
OBND has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, OBND or VXUS?
Over the past year OBND returned -2.58% vs +19.86% 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, OBND or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 6.3% for OBND. Worst drawdown: OBND -15.9% vs VXUS -28.9%.
Should I hold both OBND and VXUS?
OBND and VXUS have a monthly-return correlation of 0.85, 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, OBND or VXUS?
OBND yields 6.40% while VXUS yields 2.51%, so OBND currently pays the higher dividend yield.
Is VXUS better than OBND?
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.