OUSA vs VXUS
O Shares US Quality Dividend ETF vs Vanguard Total International Stock ETF
Which is better, OUSA or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. OUSA led over 5Y and the full window, VXUS over 1Y and 3Y.
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 | OUSA | VXUS |
|---|---|---|
| Expense Ratio | 0.48% | 0.05%Best |
| AUM | $725M | $163.2B |
| Dividend Yield | 1.40% | 2.34% |
| Holdings | 101 | 8,844 |
| YTD Return | +8.37% | +10.00%Best |
| 1Y Return | +11.10% | +17.01%Best |
| 3Y Return (annualized) | +14.74% | +19.55%Best |
| 5Y Return (annualized) | +9.39%Best | +8.55% |
| Volatility (annualized) | 13.2%Best | 15.0% |
| Max Drawdown | -33.4%Best | -39.9% |
| $10,000 over 5 years | $15,663Best | $15,071 |
| Fund Family | ALPS Advisors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jul 14, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2015 to Oct 14, 2026 (11.3 years).
OUSA 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 11.3 years both funds cover.
OUSA vs VXUS Performance
O Shares US Quality Dividend ETF (OUSA) is an ETF from ALPS Advisors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OUSA returned +11.10% while VXUS returned +17.01%. Year to date, OUSA is up 8.37% versus a gain of 10.00% for VXUS.
Over three years, OUSA compounded at +14.74% per year against +19.55% for VXUS; over five years the annualized figures are +9.39% and +8.55% respectively. Across the full 11-year window we track, OUSA has the edge at +9.26% annualized vs +6.10%.
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 13.2% for OUSA. 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 -33.4% for OUSA 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
OUSA 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, OUSA currently yields 1.40% against 2.34% for VXUS.
Holdings Overlap
At least 0.8% of OUSA's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 101 positions we hold weights for in OUSA and 8,425 in VXUS, against full books of 101 and 8,844.
What only one of them owns
Measured across the 101 and 8,425 positions we hold weights for.
VXUS holds 39 positions OUSA does not, 1.5% of the fund.
Largest: SHEL 0.56%, VWO 0.11%, K 0.08%, QSR 0.06%, SUNB 0.06%
Top Shared Holdings
| Stock | Weight in OUSA | Weight in VXUS | Difference |
|---|---|---|---|
| TELTe Connectivity Plc Common Stock Usd | 0.76% | 0.00% | 0.76% |
You are not choosing between two funds in isolation.
Whichever of OUSA 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, OUSA or VXUS?
OUSA 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, OUSA or VXUS?
Over the past year OUSA returned +11.10% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), OUSA annualized +9.26% vs +6.10% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OUSA or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 13.2% for OUSA. Worst drawdown: OUSA -33.4% vs VXUS -39.9%.
Should I hold both OUSA and VXUS?
OUSA 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, OUSA or VXUS?
OUSA yields 1.40% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than OUSA?
VXUS has a lower expense ratio. OUSA led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.