OVF vs VXUS
Overlay Shares Foreign Equity ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | OVF | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.83% | 0.05% | |
| AUM | $56M | $158.1B | |
| Dividend Yield | 9.82% | 2.59% | |
| Holdings | 12 | 8,747 | |
| YTD Return | +8.50% | +15.52% | |
| 1Y Return | +14.78% | +26.73% | |
| 3Y Return (annualized) | +17.07% | +20.35% | |
| 5Y Return (annualized) | +7.13% | +9.40% | |
| Volatility (annualized) | 15.3% | 15.1% | |
| Max Drawdown | -30.1% | -39.9% | |
| Fund Family | Overlay Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2019 | Jan 26, 2011 |
OVF vs VXUS Performance
Overlay Shares Foreign Equity ETF (OVF) is a ETF from Overlay Shares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OVF returned +14.78% while VXUS returned +26.73%. Year to date, OVF is up 8.50% versus a gain of 15.52% for VXUS.
Over three years, OVF compounded at +17.07% per year against +20.35% for VXUS; over five years the annualized figures are +7.13% and +9.40% respectively. Across the full 7-year window we track, OVF has the edge at +7.64% annualized vs +4.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OVF has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% 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 -30.1% for OVF and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 2.59% for VXUS.
Holdings Overlap
OVF and VXUS share 0 holdings out of 7872 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $78 per year of difference.
Which performed better, OVF or VXUS?
Over the past year OVF returned +14.78% vs +26.73% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), OVF annualized +7.64% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, OVF or VXUS?
OVF has been the more volatile fund at 15.3% annualized versus 15.1% for VXUS. Worst drawdown: OVF -30.1% vs VXUS -39.9%.
Should I hold both OVF and VXUS?
OVF and VXUS have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between OVF and VXUS?
OVF and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7872 unique securities.
Which pays a higher dividend, OVF or VXUS?
OVF yields 9.82% while VXUS yields 2.59%, so OVF currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.