PBD vs VXUS

Quick Verdict

VXUS has a lower expense ratio. PBD delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: PBDMore Diversified: VXUS

Side-by-Side Comparison

MetricPBDVXUSWinner
Expense Ratio0.75%0.05%
AUM$186M$156.5B
Dividend Yield1.55%2.60%
Holdings1268,747
YTD Return+9.77%+14.07%
1Y Return+35.80%+27.24%
3Y Return (annualized)+2.33%+19.27%
5Y Return (annualized)-7.62%+9.14%
Volatility (annualized)29.4%15.1%
Max Drawdown-79.3%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 13, 2007Jan 26, 2011

PBD vs VXUS Performance

Invesco Global Clean Energy ETF (PBD) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year PBD returned +35.80% while VXUS returned +27.24%. Year to date, PBD is up 9.77% versus a gain of 14.07% for VXUS.

Over three years, PBD compounded at +2.33% per year against +19.27% for VXUS; over five years the annualized figures are -7.62% and +9.14% respectively. Across the full 16-year window we track, VXUS has the edge at +4.83% annualized vs -1.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PBD has been the more volatile fund, with annualized monthly volatility of 29.4% 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 -79.3% for PBD 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PBD charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, PBD currently yields 1.55% against 2.60% for VXUS.

Holdings Overlap

0.9%overlap

PBD and VXUS share 60 holdings out of 7911 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PBDWeight in VXUSDifference
6409:TW1.48%0.00%1.48%
1503:TW1.23%0.00%1.23%
2457:TW1.14%0.00%1.14%
5310:JPProProPro
NFI:CAProProPro
2308:TWProProPro
ENRG:ILProProPro
1609:TWProProPro
6282:TWProProPro
5483:TWProProPro
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Frequently Asked Questions

Which is cheaper, PBD or VXUS?

PBD has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, PBD or VXUS?

Over the past year PBD returned +35.80% vs +27.24% for VXUS, so PBD leads on 1-year performance. Over the longest common window we track (16 years), PBD annualized -1.11% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, PBD or VXUS?

PBD has been the more volatile fund at 29.4% annualized versus 15.1% for VXUS. Worst drawdown: PBD -79.3% vs VXUS -39.9%.

Should I hold both PBD and VXUS?

PBD and VXUS have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PBD and VXUS?

PBD and VXUS share 60 common holdings with a 0.9% weight overlap. Combined, they hold 7911 unique securities.

Which pays a higher dividend, PBD or VXUS?

PBD yields 1.55% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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