OEF vs VXUS

OEF vs VXUS

Which is better, OEF or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. OEF led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricOEFVXUS
Expense Ratio0.20%0.05%Best
AUM$20.3B$158.1B
Dividend Yield0.85%2.51%
Holdings1068,747
YTD Return+11.66%+13.64%Best
1Y Return+16.52%+20.82%Best
3Y Return (annualized)+23.30%Best+19.58%
5Y Return (annualized)+14.62%Best+9.14%
Volatility (annualized)14.3%Best15.0%
Max Drawdown-31.4%Best-39.9%
$10,000 over 5 years$19,783Best$15,485
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 23, 2000Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 17, 2026 (15.6 years).

OEF 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 15.6 years both funds cover.

OEF vs VXUS Performance

iShares S&P 100 ETF (OEF) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OEF returned +16.52% while VXUS returned +20.82%. Year to date, OEF is up 11.66% versus a gain of 13.64% for VXUS.

Over three years, OEF compounded at +23.30% per year against +19.58% for VXUS; over five years the annualized figures are +14.62% and +9.14% respectively. Across the full 16-year window we track, OEF has the edge at +13.28% annualized vs +4.77%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.3% for OEF. 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 -31.4% for OEF and -39.9% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OEF charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, OEF currently yields 0.85% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 102 holdings in OEF and 8,082 in VXUS, totalling 99.9% 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 102 positions we hold weights for in OEF and 8,082 in VXUS, against full books of 106 and 8,747.

What only one of them owns

Measured across the 102 and 8,082 positions we hold weights for.

VXUS holds 35 positions OEF does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

You are not choosing between two funds in isolation.

Whichever of OEF and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

OEFVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OEF or VXUS?

OEF has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, OEF or VXUS?

Over the past year OEF returned +16.52% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), OEF annualized +13.28% vs +4.77% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OEF or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 14.3% for OEF. Worst drawdown: OEF -31.4% vs VXUS -39.9%.

Should I hold both OEF and VXUS?

OEF and VXUS have a monthly-return correlation of 0.80, 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, OEF or VXUS?

OEF yields 0.85% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than OEF?

VXUS has a lower expense ratio. OEF led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.