PVI vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricPVIVXUSWinner
Expense Ratio0.25%0.05%
AUM$32M$156.5B
Dividend Yield2.13%2.60%
Holdings1368,747
YTD Return+1.21%+14.57%
1Y Return+2.17%+27.82%
3Y Return (annualized)+2.57%+19.27%
5Y Return (annualized)+2.01%+9.28%
Volatility (annualized)0.5%15.1%
Max Drawdown-4.8%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryTax PreferredEquity
InceptionNov 15, 2007Jan 26, 2011

PVI vs VXUS Performance

Invesco Floating Rate Municipal Income ETF (PVI) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year PVI returned +2.17% while VXUS returned +27.82%. Year to date, PVI is up 1.21% versus a gain of 14.57% for VXUS.

Over three years, PVI compounded at +2.57% per year against +19.27% for VXUS; over five years the annualized figures are +2.01% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs +0.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.5% for PVI. 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 -4.8% for PVI 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PVI charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, PVI currently yields 2.13% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

PVI and VXUS share 0 holdings out of 7938 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PVI or VXUS?

PVI has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, PVI or VXUS?

Over the past year PVI returned +2.17% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), PVI annualized +0.50% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, PVI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 0.5% for PVI. Worst drawdown: PVI -4.8% vs VXUS -39.9%.

Should I hold both PVI and VXUS?

PVI and VXUS have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PVI and VXUS?

PVI and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7938 unique securities.

Which pays a higher dividend, PVI or VXUS?

PVI yields 2.13% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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