OBND vs VXUS
OBND vs VXUS
State Street Loomis Sayles Opportunistic Bond 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 | OBND | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.05% | |
| AUM | $57M | $156.5B | |
| Dividend Yield | 6.27% | 2.60% | |
| Holdings | 438 | 8,747 | |
| YTD Return | -2.36% | +14.57% | |
| 1Y Return | +0.22% | +27.82% | |
| 3Y Return (annualized) | +5.21% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 6.3% | 15.1% | |
| Max Drawdown | -15.9% | -39.9% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Sep 27, 2021 | Jan 26, 2011 |
OBND vs VXUS Performance
State Street Loomis Sayles Opportunistic Bond ETF (OBND) 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 OBND returned +0.22% while VXUS returned +27.82%. Year to date, OBND is down 2.36% versus a gain of 14.57% for VXUS.
Over three years, OBND compounded at +5.21% per year against +19.27% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.86% annualized vs +1.47%. 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 -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 0.84. 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 6.27% against 2.60% for VXUS.
Holdings Overlap
OBND and VXUS share 0 holdings out of 7870 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, OBND or VXUS?
OBND has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, OBND or VXUS?
Over the past year OBND returned +0.22% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), OBND annualized +1.47% vs +4.86% for VXUS. Past performance does not guarantee future results.
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 -39.9%.
Should I hold both OBND and VXUS?
OBND and VXUS have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OBND and VXUS?
OBND and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7870 unique securities.
Which pays a higher dividend, OBND or VXUS?
OBND yields 6.27% while VXUS yields 2.60%, so OBND currently pays the higher dividend yield.
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