PEO vs VXUS
Adams Natural Resources Fund vs Vanguard Total International Stock ETF
Which is better, PEO or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. PEO led over 1Y, 5Y and the full window, VXUS over 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 | PEO | VXUS |
|---|---|---|
| Expense Ratio | 0.58% | 0.05%Best |
| AUM | $740M | $158.1B |
| Dividend Yield | 11.18% | 2.51% |
| Holdings | 53 | 8,747 |
| YTD Return | +27.04%Best | +14.94% |
| 1Y Return | +30.17%Best | +21.99% |
| 3Y Return (annualized) | +14.42% | +20.89%Best |
| 5Y Return (annualized) | +21.31%Best | +9.48% |
| Volatility (annualized) | 24.0% | 15.0%Best |
| Max Drawdown | -70.9% | -39.9%Best |
| $10,000 over 5 years | $26,271Best | $15,728 |
| Fund Family | Adams Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jan 30, 1929 | 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 22, 2026 (15.6 years).
PEO 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.
PEO vs VXUS Performance
Adams Natural Resources Fund (PEO) is an ETF from Adams Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PEO returned +30.17% while VXUS returned +21.99%. Year to date, PEO is up 27.04% versus a gain of 14.94% for VXUS.
Over three years, PEO compounded at +14.42% per year against +20.89% for VXUS; over five years the annualized figures are +21.31% and +9.48% respectively. Across the full 16-year window we track, PEO has the edge at +6.77% annualized vs +4.84%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PEO has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 15.0% 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 -70.9% for PEO 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 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PEO charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, PEO currently yields 11.18% against 2.51% for VXUS.
Holdings Overlap
At least 1.8% of PEO's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
PEO and VXUS share little of their money.
2 positions in common, counted across the 53 positions we hold weights for in PEO and 8,082 in VXUS, against full books of 53 and 8,747.
You are not choosing between two funds in isolation.
Whichever of PEO 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, PEO or VXUS?
PEO has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, PEO or VXUS?
Over the past year PEO returned +30.17% vs +21.99% for VXUS, so PEO leads on 1-year performance. Over the longest common window we track (16 years), PEO annualized +6.77% vs +4.84% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PEO or VXUS?
PEO has been the more volatile fund at 24.0% annualized versus 15.0% for VXUS. Worst drawdown: PEO -70.9% vs VXUS -39.9%.
Should I hold both PEO and VXUS?
PEO and VXUS have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between PEO and VXUS?
At least 1.8% of PEO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 53 positions we hold weights for in PEO and 8,082 in VXUS.
Which pays a higher dividend, PEO or VXUS?
PEO yields 11.18% while VXUS yields 2.51%, so PEO currently pays the higher dividend yield.
Is VXUS better than PEO?
VXUS has a lower expense ratio. PEO led over 1Y, 5Y and the full window, VXUS over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.