PBJ vs VXUS
Invesco Food and Beverage ETF vs Vanguard Total International Stock ETF
Which is better, PBJ or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. PBJ led over the full window, VXUS over 1Y, 3Y and 5Y.
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 | PBJ | VXUS |
|---|---|---|
| Expense Ratio | 0.61% | 0.05%Best |
| AUM | $94M | $158.1B |
| Dividend Yield | 1.26% | 2.59% |
| Holdings | 32 | 8,747 |
| YTD Return | +6.63% | +15.71%Best |
| 1Y Return | +1.37% | +25.07%Best |
| 3Y Return (annualized) | +4.00% | +20.30%Best |
| 5Y Return (annualized) | +3.71% | +9.21%Best |
| Volatility (annualized) | 12.7%Best | 15.0% |
| Max Drawdown | -29.3%Best | -39.9% |
| $10,000 over 5 years | $11,998 | $15,535Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Jun 23, 2005 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 8, 2026 (15.6 years).
PBJ 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 15.6 years both funds cover.
PBJ vs VXUS Performance
Invesco Food and Beverage ETF (PBJ) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PBJ returned +1.37% while VXUS returned +25.07%. Year to date, PBJ is up 6.63% versus a gain of 15.71% for VXUS.
Over three years, PBJ compounded at +4.00% per year against +20.30% for VXUS; over five years the annualized figures are +3.71% and +9.21% respectively. Across the full 16-year window we track, PBJ has the edge at +7.11% annualized vs +4.90%.
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 12.7% for PBJ. 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 -29.3% for PBJ 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 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PBJ charges 0.61% per year while VXUS charges 0.05%. On a $10,000 position that is $61 vs $5 annually, a gap of $56 per year that compounds over a long holding period. On income, PBJ currently yields 1.26% against 2.59% for VXUS.
Holdings Overlap
We hold position weights for 31 holdings in PBJ and 8,092 in VXUS, totalling 100.0% and 87.5% 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 31 positions we hold weights for in PBJ and 8,092 in VXUS, against full books of 32 and 8,747.
What only one of them owns
Measured across the 31 and 8,092 positions we hold weights for.
VXUS holds 50 positions PBJ does not, 2.4% of the fund.
Largest: SHEL 0.48%, IBDRY 0.37%, ASX 0.16%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%
You are not choosing between two funds in isolation.
Whichever of PBJ 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, PBJ or VXUS?
PBJ has an expense ratio of 0.61% while VXUS charges 0.05%. VXUS is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, PBJ or VXUS?
Over the past year PBJ returned +1.37% vs +25.07% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), PBJ annualized +7.11% vs +4.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PBJ or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 12.7% for PBJ. Worst drawdown: PBJ -29.3% vs VXUS -39.9%.
Should I hold both PBJ and VXUS?
PBJ and VXUS have a monthly-return correlation of 0.57, 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, PBJ or VXUS?
PBJ yields 1.26% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
Is VXUS better than PBJ?
VXUS has a lower expense ratio. PBJ led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.