QABA vs VXUS

QABA vs VXUS

Which is better, QABA or VXUS?

Small Cap Blend against Large Cap Blend.

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

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

MetricQABAVXUS
Expense Ratio0.60%0.05%Best
AUM$99M$158.1B
Dividend Yield2.22%2.51%
Holdings3228,747
YTD Return+18.01%Best+14.94%
1Y Return+17.57%+21.99%Best
3Y Return (annualized)+21.29%Best+20.89%
5Y Return (annualized)+7.23%+9.48%Best
Volatility (annualized)22.6%15.0%Best
Max Drawdown-51.0%-39.9%Best
$10,000 over 5 years$14,177$15,728Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJun 29, 2009Jan 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 22, 2026 (15.6 years).

QABA 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.

QABA vs VXUS Performance

First Trust NASDAQ ABA Community Bank Index Fund (QABA) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year QABA returned +17.57% while VXUS returned +21.99%. Year to date, QABA is up 18.01% versus a gain of 14.94% for VXUS.

Over three years, QABA compounded at +21.29% per year against +20.89% for VXUS; over five years the annualized figures are +7.23% and +9.48% respectively. Across the full 16-year window we track, QABA has the edge at +7.38% annualized vs +4.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QABA has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -51.0% for QABA 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 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QABA charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, QABA currently yields 2.22% against 2.51% for VXUS.

Holdings Overlap

QABA already in VXUS0.7%

At least 0.7% of QABA'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.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 160 positions we hold weights for in QABA and 8,082 in VXUS, against full books of 322 and 8,747.

Top Shared Holdings

StockWeight in QABAWeight in VXUSDifference
CASHMeta Financial Group Inc0.70%0.00%0.70%

You are not choosing between two funds in isolation.

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

QABAVXUS

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Frequently Asked Questions

Which is cheaper, QABA or VXUS?

QABA has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, QABA or VXUS?

Over the past year QABA returned +17.57% vs +21.99% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), QABA annualized +7.38% vs +4.84% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QABA or VXUS?

QABA has been the more volatile fund at 22.6% annualized versus 15.0% for VXUS. Worst drawdown: QABA -51.0% vs VXUS -39.9%.

Should I hold both QABA and VXUS?

QABA and VXUS have a monthly-return correlation of 0.52, 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, QABA or VXUS?

QABA yields 2.22% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than QABA?

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