PWER vs VXUS
Nomura Energy Transition ETF vs Vanguard Total International Stock ETF
Which is better, PWER or VXUS?
PWER has been ahead.
VXUS has a lower expense ratio. PWER led over 1Y and the full window.
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 | PWER | VXUS |
|---|---|---|
| Expense Ratio | 0.79% | 0.05%Best |
| AUM | $13M | $158.1B |
| Dividend Yield | 0.73% | 2.51% |
| Holdings | 35 | 8,747 |
| YTD Return | +25.35%Best | +14.49% |
| 1Y Return | +40.19%Best | +21.52% |
| 3Y Return (annualized) | - | +20.55% |
| 5Y Return (annualized) | - | +9.57% |
| Volatility (annualized) | 20.5% | 11.0%Best |
| Max Drawdown | -30.0% | -13.6%Best |
| $10,000 over 2.8 years | $18,169Best | $16,951 |
| Fund Family | Nomura Asset Management Co Ltd | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 28, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 29, 2023 to Sep 21, 2026 (2.8 years).
PWER 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 2.8 years both funds cover.
PWER vs VXUS Performance
Nomura Energy Transition ETF (PWER) is an ETF from Nomura Asset Management Co Ltd and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PWER returned +40.19% while VXUS returned +21.52%. Year to date, PWER is up 25.35% versus a gain of 14.49% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PWER has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 11.0% 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 -30.0% for PWER and -13.6% 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
PWER charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, PWER currently yields 0.73% against 2.51% for VXUS.
Holdings Overlap
At least 28.1% of PWER'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.
PWER and VXUS share little of their money.
9 positions in common, counted across the 32 positions we hold weights for in PWER and 8,082 in VXUS, against full books of 35 and 8,747.
Top Shared Holdings
| Stock | Weight in PWER | Weight in VXUS | Difference |
|---|---|---|---|
| HBM:CAHudbay Minerals Inc | 5.79% | 0.02% | 5.77% |
| SHELShell Plc | 3.78% | 0.57% | 3.21% |
| WPM:CAWheaton Precious Metals Corp | 4.00% | 0.11% | 3.89% |
| TECK.B:CATeck Resources Ltd. Class B | 3.55% | 0.06% | 3.49% |
| AAL:LNAnglo American Plc | 3.11% | 0.12% | 2.99% |
| AMSJ:ZAAnglo Platinum Ltd | 3.13% | 0.04% | 3.09% |
| CCO:CACameco Corporation Com Npv | 1.85% | 0.08% | 1.77% |
| MX:CAMethanex Corp | 1.87% | 0.01% | 1.86% |
| JMAT:LNJohnson Matthey Plc | 1.07% | 0.01% | 1.06% |
28.1% of PWER 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PWER or VXUS?
PWER has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, PWER or VXUS?
Over the past year PWER returned +40.19% vs +21.52% for VXUS, so PWER leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PWER or VXUS?
PWER has been the more volatile fund at 20.5% annualized versus 11.0% for VXUS. Worst drawdown: PWER -30.0% vs VXUS -13.6%.
Should I hold both PWER and VXUS?
PWER 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 PWER and VXUS?
At least 28.1% of PWER's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 32 positions we hold weights for in PWER and 8,082 in VXUS.
Which pays a higher dividend, PWER or VXUS?
PWER yields 0.73% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than PWER?
VXUS has a lower expense ratio. PWER led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.