PKB vs VXUS

PKB vs VXUS

Which is better, PKB or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. PKB led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricPKBVXUS
Expense Ratio0.57%0.05%Best
AUM$330M$158.1B
Dividend Yield0.20%2.51%
Holdings328,747
YTD Return-3.75%+13.64%Best
1Y Return-1.25%+20.82%Best
3Y Return (annualized)+20.67%Best+19.58%
5Y Return (annualized)+13.51%Best+9.14%
Volatility (annualized)23.7%15.0%Best
Max Drawdown-52.3%-39.9%Best
$10,000 over 5 years$18,844Best$15,485
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 26, 2005Jan 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 17, 2026 (15.6 years).

PKB 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.

PKB vs VXUS Performance

Invesco Building and Construction ETF (PKB) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PKB returned -1.25% while VXUS returned +20.82%. Year to date, PKB is down 3.75% versus a gain of 13.64% for VXUS.

Over three years, PKB compounded at +20.67% per year against +19.58% for VXUS; over five years the annualized figures are +13.51% and +9.14% respectively. Across the full 16-year window we track, PKB has the edge at +13.16% annualized vs +4.77%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PKB has been the more volatile fund, with annualized monthly volatility of 23.7% 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 -52.3% for PKB 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PKB charges 0.57% per year while VXUS charges 0.05%. On a $10,000 position that is $57 vs $5 annually, a gap of $52 per year that compounds over a long holding period. On income, PKB currently yields 0.20% against 2.51% for VXUS.

Holdings Overlap

PKB already in VXUS8.7%

At least 8.7% of PKB'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.

PKB and VXUS share little of their money.

2 positions in common, counted across the 30 positions we hold weights for in PKB and 8,082 in VXUS, against full books of 32 and 8,747.

Top Shared Holdings

StockWeight in PKBWeight in VXUSDifference
AMRZ:SMAmrize Ltd Ordinary Shares4.62%0.06%4.56%
JHX:AUJames Hardie Industries Plc Sponsored Adr (1 Ads : 1 Ordinary)4.10%0.03%4.07%

You are not choosing between two funds in isolation.

Whichever of PKB and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PKBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PKB or VXUS?

PKB has an expense ratio of 0.57% while VXUS charges 0.05%. VXUS is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, PKB or VXUS?

Over the past year PKB returned -1.25% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), PKB annualized +13.16% vs +4.77% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PKB or VXUS?

PKB has been the more volatile fund at 23.7% annualized versus 15.0% for VXUS. Worst drawdown: PKB -52.3% vs VXUS -39.9%.

Should I hold both PKB and VXUS?

PKB and VXUS have a monthly-return correlation of 0.73, 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 PKB and VXUS?

At least 8.7% of PKB'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 30 positions we hold weights for in PKB and 8,082 in VXUS.

Which pays a higher dividend, PKB or VXUS?

PKB yields 0.20% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PKB?

VXUS has a lower expense ratio. PKB led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.