OGIG vs VXUS

OGIG vs VXUS

Which is better, OGIG or VXUS?

Large Cap Growth against Large Cap Blend.

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

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

MetricOGIGVXUS
Expense Ratio0.48%0.05%Best
AUM$105M$158.1B
Dividend Yield0.08%2.51%
Holdings558,747
YTD Return-3.79%+13.64%Best
1Y Return-13.49%+20.82%Best
3Y Return (annualized)+16.13%+19.58%Best
5Y Return (annualized)-2.24%+9.14%Best
Volatility (annualized)25.8%16.0%Best
Max Drawdown-66.0%-35.6%Best
$10,000 over 5 years$8,929$15,485Best
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 5, 2018Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 5, 2018 to Sep 17, 2026 (8.3 years).

OGIG 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 8.3 years both funds cover.

OGIG vs VXUS Performance

ALPS O'Shares Global Internet Giants ETF (OGIG) is an ETF from ALPS Advisors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OGIG returned -13.49% while VXUS returned +20.82%. Year to date, OGIG is down 3.79% versus a gain of 13.64% for VXUS.

Over three years, OGIG compounded at +16.13% per year against +19.58% for VXUS; over five years the annualized figures are -2.24% and +9.14% respectively. Across the full 8-year window we track, OGIG has the edge at +8.59% annualized vs +7.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OGIG has been the more volatile fund, with annualized monthly volatility of 25.8% compared with 16.0% 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 -66.0% for OGIG and -35.6% 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 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OGIG charges 0.48% per year while VXUS charges 0.05%. On a $10,000 position that is $48 vs $5 annually, a gap of $43 per year that compounds over a long holding period. On income, OGIG currently yields 0.08% against 2.51% for VXUS.

Holdings Overlap

OGIG already in VXUS8.4%

At least 8.4% of OGIG's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

OGIG and VXUS share little of their money.

5 positions in common, counted across the 54 positions we hold weights for in OGIG and 8,082 in VXUS, against full books of 55 and 8,747.

Top Shared Holdings

StockWeight in OGIGWeight in VXUSDifference
SHOP:CAShopify Inc2.58%0.32%2.26%
PDD:IEPdd Holdings Inc.2.28%0.15%2.13%
WTC:AUWisetech Global Ltd1.85%0.01%1.84%
CSU:CAConstellation Software Inc/Canada1.12%0.09%1.03%
1024:HKKuaishou Technology0.58%0.04%0.54%

You are not choosing between two funds in isolation.

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

OGIGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OGIG or VXUS?

OGIG has an expense ratio of 0.48% while VXUS charges 0.05%. VXUS is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, OGIG or VXUS?

Over the past year OGIG returned -13.49% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), OGIG annualized +8.59% vs +7.42% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OGIG or VXUS?

OGIG has been the more volatile fund at 25.8% annualized versus 16.0% for VXUS. Worst drawdown: OGIG -66.0% vs VXUS -35.6%.

Should I hold both OGIG and VXUS?

OGIG and VXUS have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between OGIG and VXUS?

At least 8.4% of OGIG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 54 positions we hold weights for in OGIG and 8,082 in VXUS.

Which pays a higher dividend, OGIG or VXUS?

OGIG yields 0.08% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than OGIG?

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