OSEA vs VXUS
Harbor International Compounders ETF vs Vanguard Total International Stock ETF
Which is better, OSEA or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | OSEA | VXUS |
|---|---|---|
| Expense Ratio | 0.55% | 0.05%Best |
| AUM | $432M | $158.1B |
| Dividend Yield | 1.23% | 2.51% |
| Holdings | 38 | 8,747 |
| YTD Return | -3.35% | +12.82%Best |
| 1Y Return | -0.17% | +19.86%Best |
| 3Y Return (annualized) | +8.53% | +19.33%Best |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 14.6% | 13.8%Best |
| Max Drawdown | -18.1% | -13.6%Best |
| $10,000 over 4 years | $15,082 | $19,198Best |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 6, 2022 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 8, 2022 to Sep 18, 2026 (4 years).
OSEA 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 4 years both funds cover.
OSEA vs VXUS Performance
Harbor International Compounders ETF (OSEA) is an ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OSEA returned -0.17% while VXUS returned +19.86%. Year to date, OSEA is down 3.35% versus a gain of 12.82% for VXUS.
Over three years, OSEA compounded at +8.53% per year against +19.33% for VXUS. Across the full 4-year window we track, VXUS has the edge at +17.71% annualized vs +10.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OSEA has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.8% 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 -18.1% for OSEA and -13.6% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OSEA 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, OSEA currently yields 1.23% against 2.51% for VXUS.
Holdings Overlap
At least 51.5% of OSEA'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.
The two portfolios partly overlap.
17 positions in common, counted across the 31 positions we hold weights for in OSEA and 8,082 in VXUS, against full books of 38 and 8,747.
Top Shared Holdings
| Stock | Weight in OSEA | Weight in VXUS | Difference |
|---|---|---|---|
| SAP:FFSap Se, Sponsored Adr | 4.19% | 0.42% | 3.77% |
| SU:CAPucs 3.46 Ilstrn 452252le7 | 4.17% | 0.18% | 3.99% |
| AZN:LNAstrazeneca Plc | 3.74% | 0.57% | 3.17% |
| DB1GN:FFDeutsche Boerse Ag | 4.17% | 0.12% | 4.05% |
| 1299:HKAia Group Ltd | 3.72% | 0.24% | 3.48% |
| HSBA:LNHsbc Securities Inc | 3.05% | 0.82% | 2.23% |
| 300750:SHContemporary Amperex Technology Con Ltd. | 3.72% | 0.04% | 3.68% |
| NESN:SMNestlã S.A., Registered Shares | 3.18% | 0.58% | 2.60% |
| SSE:LNSse Plc | 3.41% | 0.09% | 3.32% |
| TSCO:LNTesco Plc | 3.15% | 0.09% | 3.06% |
51.5% of OSEA is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OSEA or VXUS?
OSEA 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, OSEA or VXUS?
Over the past year OSEA returned -0.17% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), OSEA annualized +10.82% vs +17.71% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OSEA or VXUS?
OSEA has been the more volatile fund at 14.6% annualized versus 13.8% for VXUS. Worst drawdown: OSEA -18.1% vs VXUS -13.6%.
Should I hold both OSEA and VXUS?
OSEA and VXUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between OSEA and VXUS?
At least 51.5% of OSEA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 17 positions in common, counted across the 31 positions we hold weights for in OSEA and 8,082 in VXUS.
Which pays a higher dividend, OSEA or VXUS?
OSEA yields 1.23% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than OSEA?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.