PXE vs VXUS

PXE vs VXUS

Which is better, PXE or VXUS?

Mid Cap Value against Large Cap Blend.

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

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

MetricPXEVXUS
Expense Ratio0.61%0.05%Best
AUM$101M$158.1B
Dividend Yield1.74%2.51%
Holdings338,747
YTD Return+43.03%Best+14.49%
1Y Return+41.99%Best+21.52%
3Y Return (annualized)+10.84%+20.55%Best
5Y Return (annualized)+22.37%Best+9.57%
Volatility (annualized)37.8%15.0%Best
Max Drawdown-86.3%-39.9%Best
$10,000 over 5 years$27,439Best$15,793
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleMid 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 21, 2026 (15.6 years).

PXE 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.

PXE vs VXUS Performance

Invesco Energy Exploration & Production ETF (PXE) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PXE returned +41.99% while VXUS returned +21.52%. Year to date, PXE is up 43.03% versus a gain of 14.49% for VXUS.

Over three years, PXE compounded at +10.84% per year against +20.55% for VXUS; over five years the annualized figures are +22.37% and +9.57% respectively. Across the full 16-year window we track, VXUS has the edge at +4.82% annualized vs +4.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PXE has been the more volatile fund, with annualized monthly volatility of 37.8% 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 -86.3% for PXE 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PXE charges 0.61% per year while VXUS charges 0.05%. On a $10,000 position that is $61 vs $5 annually, a gap of $56 per year that compounds over a long holding period. On income, PXE currently yields 1.74% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 31 holdings in PXE and 8,082 in VXUS, totalling 100.0% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 31 positions we hold weights for in PXE and 8,082 in VXUS, against full books of 33 and 8,747.

What only one of them owns

Measured across the 31 and 8,082 positions we hold weights for.

VXUS holds 35 positions PXE does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

You are not choosing between two funds in isolation.

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

PXEVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PXE or VXUS?

PXE has an expense ratio of 0.61% while VXUS charges 0.05%. VXUS is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, PXE or VXUS?

Over the past year PXE returned +41.99% vs +21.52% for VXUS, so PXE leads on 1-year performance. Over the longest common window we track (16 years), PXE annualized +4.26% vs +4.82% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PXE or VXUS?

PXE has been the more volatile fund at 37.8% annualized versus 15.0% for VXUS. Worst drawdown: PXE -86.3% vs VXUS -39.9%.

Should I hold both PXE and VXUS?

PXE and VXUS have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PXE or VXUS?

PXE yields 1.74% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PXE?

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