PWRZ vs VXUS

PWRZ vs VXUS

Which is better, PWRZ or VXUS?

All Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. PWRZ led over 1Y.

Lower Fees: VXUSHigher Returns (1Y): PWRZ

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

MetricPWRZVXUS
Expense Ratio0.75%0.05%Best
AUM$6M$158.1B
Dividend Yield1.84%2.59%
Holdings248,747
YTD Return-2.20%+16.15%Best
1Y Return-+27.58%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionDec 8, 2022Jan 26, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

PWRZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PWRZ vs VXUS Performance

TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) is an ETF from TrueShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Year to date, PWRZ is down 2.20% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Fees and Cost Over Time

PWRZ charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, PWRZ currently yields 1.84% against 2.59% for VXUS.

Holdings Overlap

PWRZ already in VXUS22.3%

At least 22.3% of PWRZ's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

PWRZ and VXUS share little of their money.

7 positions in common, counted across the 24 positions we hold weights for in PWRZ and 8,094 in VXUS, against full books of 24 and 8,747.

Top Shared Holdings

StockWeight in PWRZWeight in VXUSDifference
ORSTED:COOrsted As4.24%0.02%4.22%
SSE:LNSse Plc3.94%0.09%3.85%
EDPR:MAEdp Renovaveis Sa3.27%0.01%3.26%
DRX:LNDrax Group Ord3.08%0.01%3.07%
NPI:CANorthland Power Inc3.01%0.01%3.00%
ANA:MAAcciona Sa2.91%0.02%2.89%
EDP:PTEdp Group1.87%0.03%1.84%

22.3% of PWRZ 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.

PWRZVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PWRZ or VXUS?

PWRZ has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option, by $70 a year on a $10,000 investment.

What is the holdings overlap between PWRZ and VXUS?

At least 22.3% of PWRZ's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 24 positions we hold weights for in PWRZ and 8,094 in VXUS.

Which pays a higher dividend, PWRZ or VXUS?

PWRZ yields 1.84% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PWRZ?

VXUS has a lower expense ratio. PWRZ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.