PPI vs VXUS

PPI vs VXUS

Which is better, PPI or VXUS?

Mid Cap Blend against Large Cap Blend.

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

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

MetricPPIVXUS
Expense Ratio0.57%0.05%Best
AUM$161M$158.1B
Dividend Yield1.31%2.51%
Holdings868,747
YTD Return+9.56%+12.82%Best
1Y Return+16.53%+19.86%Best
3Y Return (annualized)+18.20%+19.33%Best
5Y Return (annualized)-+9.46%
Volatility (annualized)18.9%15.3%Best
Max Drawdown-24.5%Best-28.4%
$10,000 over 4.7 years$18,066Best$15,432
Fund FamilyAXS InvestmentsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 30, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Dec 30, 2021 to Sep 18, 2026 (4.7 years).

PPI 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 4.7 years both funds cover.

PPI vs VXUS Performance

Astoria Real Assets ETF (PPI) is an ETF from AXS Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PPI returned +16.53% while VXUS returned +19.86%. Year to date, PPI is up 9.56% versus a gain of 12.82% for VXUS.

Over three years, PPI compounded at +18.20% per year against +19.33% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PPI has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.3% 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 -24.5% for PPI and -28.4% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PPI 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, PPI currently yields 1.31% against 2.51% for VXUS.

Holdings Overlap

PPI already in VXUS23.1%

At least 23.1% of PPI'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.

PPI and VXUS share little of their money.

17 positions in common, counted across the 78 positions we hold weights for in PPI and 8,082 in VXUS, against full books of 86 and 8,747.

Top Shared Holdings

StockWeight in PPIWeight in VXUSDifference
ABBN:SMAbb Ltd.[Abbn]2.63%0.34%2.29%
SHELShell Plc2.32%0.57%1.75%
ENGIE:PAEngie Sa2.30%0.07%2.23%
EOAN:FFE.on Se Npv2.06%0.11%1.95%
RIO:LNRio Tinto Plc Ordinary Shares1.90%0.23%1.67%
AI:PAAir Liquide Sa1.93%0.01%1.92%
CNQ:CACanadian Natural Resources Ltd1.35%0.22%1.13%
SU:CASuncor Energy Inc1.24%0.18%1.06%
SAF:PASafran1.08%0.30%0.78%
SSE:LNSse Plc1.27%0.09%1.18%

23.1% of PPI is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PPIVXUS

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Frequently Asked Questions

Which is cheaper, PPI or VXUS?

PPI 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, PPI or VXUS?

Over the past year PPI returned +16.53% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PPI or VXUS?

PPI has been the more volatile fund at 18.9% annualized versus 15.3% for VXUS. Worst drawdown: PPI -24.5% vs VXUS -28.4%.

Should I hold both PPI and VXUS?

PPI and VXUS have a monthly-return correlation of 0.72, 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 PPI and VXUS?

At least 23.1% of PPI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 17 positions in common, counted across the 78 positions we hold weights for in PPI and 8,082 in VXUS.

Which pays a higher dividend, PPI or VXUS?

PPI yields 1.31% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PPI?

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