OVF vs VXUS
Overlay Shares Foreign Equity ETF vs Vanguard Total International Stock ETF
Which is better, OVF or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94.
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 | OVF | VXUS |
|---|---|---|
| Expense Ratio | 0.83% | 0.05%Best |
| AUM | $61M | $158.1B |
| Dividend Yield | 9.82% | 2.51% |
| Holdings | 12 | 8,747 |
| YTD Return | +6.06% | +12.82%Best |
| 1Y Return | +8.86% | +19.86%Best |
| 3Y Return (annualized) | +16.26% | +19.33%Best |
| 5Y Return (annualized) | +7.05% | +9.46%Best |
| Volatility (annualized) | 15.2%Best | 16.3% |
| Max Drawdown | -30.1%Best | -35.1% |
| $10,000 over 5 years | $14,058 | $15,714Best |
| Fund Family | Overlay Shares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 30, 2019 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2019 to Sep 18, 2026 (7 years).
OVF 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 7 years both funds cover.
OVF vs VXUS Performance
Overlay Shares Foreign Equity ETF (OVF) is an ETF from Overlay Shares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OVF returned +8.86% while VXUS returned +19.86%. Year to date, OVF is up 6.06% versus a gain of 12.82% for VXUS.
Over three years, OVF compounded at +16.26% per year against +19.33% for VXUS; over five years the annualized figures are +7.05% and +9.46% respectively. Across the full 7-year window we track, VXUS has the edge at +10.32% annualized vs +7.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.2% for OVF. 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 -30.1% for OVF and -35.1% 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OVF charges 0.83% per year while VXUS charges 0.05%. On a $10,000 position that is $83 vs $5 annually, a gap of $78 per year that compounds over a long holding period. On income, OVF currently yields 9.82% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 3 holdings in OVF and 8,082 in VXUS, totalling 100.2% 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 3 positions we hold weights for in OVF and 8,082 in VXUS, against full books of 12 and 8,747.
You are not choosing between two funds in isolation.
Whichever of OVF 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, OVF or VXUS?
OVF has an expense ratio of 0.83% while VXUS charges 0.05%. VXUS is the cheaper option, by $78 a year on a $10,000 investment.
Which performed better, OVF or VXUS?
Over the past year OVF returned +8.86% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), OVF annualized +7.22% vs +10.32% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OVF or VXUS?
VXUS has been the more volatile fund at 16.3% annualized versus 15.2% for OVF. Worst drawdown: OVF -30.1% vs VXUS -35.1%.
Should I hold both OVF and VXUS?
OVF and VXUS have a monthly-return correlation of 0.94, 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.
Which pays a higher dividend, OVF or VXUS?
OVF yields 9.82% while VXUS yields 2.51%, so OVF currently pays the higher dividend yield.
Is VXUS better than OVF?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.