REIX vs VXUS
NYLIM CBRE Real Estate & Infrastructure ETF vs Vanguard Total International Stock ETF
Which is better, REIX or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y 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 | REIX | VXUS |
|---|---|---|
| Expense Ratio | 0.65% | 0.05%Best |
| AUM | $7M | $158.1B |
| Dividend Yield | 2.71% | 2.51% |
| Holdings | 109 | 8,747 |
| YTD Return | +3.47% | +12.82%Best |
| 1Y Return | +5.96% | +19.86%Best |
| 3Y Return (annualized) | +10.09% | +19.33%Best |
| 5Y Return (annualized) | - | +9.46% |
| Volatility (annualized) | 13.8% | 12.2%Best |
| Max Drawdown | -15.7% | -13.6%Best |
| $10,000 over 3.4 years | $12,659 | $17,025Best |
| Fund Family | IndexIQ Trust | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 10, 2023 to Sep 18, 2026 (3.4 years).
REIX 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 3.4 years both funds cover.
REIX vs VXUS Performance
NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is an ETF from IndexIQ Trust and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year REIX returned +5.96% while VXUS returned +19.86%. Year to date, REIX is up 3.47% versus a gain of 12.82% for VXUS.
Over three years, REIX compounded at +10.09% per year against +19.33% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REIX has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.2% 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 -15.7% for REIX 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
REIX charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, REIX currently yields 2.71% against 2.51% for VXUS.
Holdings Overlap
At least 31.9% of REIX'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.
The two portfolios partly overlap.
44 positions in common, counted across the 105 positions we hold weights for in REIX and 8,082 in VXUS, against full books of 109 and 8,747.
Top Shared Holdings
| Stock | Weight in REIX | Weight in VXUS | Difference |
|---|---|---|---|
| ENEI:MIEnel Spa | 1.71% | 0.19% | 1.52% |
| CNI:CACanadian Natl Railway Co | 1.68% | 0.15% | 1.53% |
| EOAN:FFE.on Se Common Stock | 1.61% | 0.11% | 1.50% |
| SSE:LNSse Plc | 1.55% | 0.09% | 1.46% |
| GAPB:MXGrupo Aeroportuario Del Pacific | 1.45% | 0.02% | 1.43% |
| RWEG:FFRwe Ag | 1.30% | 0.10% | 1.20% |
| ENB:CAEnbridge Inc. | 1.10% | 0.27% | 0.83% |
| NG:LNNational Grid, Plc | 1.05% | 0.18% | 0.87% |
| DGT:AUDigiCo Infrastructure REIT | 1.18% | 0.00% | 1.18% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 1.11% | 0.00% | 1.11% |
31.9% of REIX 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, REIX or VXUS?
REIX has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, REIX or VXUS?
Over the past year REIX returned +5.96% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, REIX or VXUS?
REIX has been the more volatile fund at 13.8% annualized versus 12.2% for VXUS. Worst drawdown: REIX -15.7% vs VXUS -13.6%.
Should I hold both REIX and VXUS?
REIX and VXUS have a monthly-return correlation of 0.81, 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 REIX and VXUS?
At least 31.9% of REIX's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 44 positions in common, counted across the 105 positions we hold weights for in REIX and 8,082 in VXUS.
Which pays a higher dividend, REIX or VXUS?
REIX yields 2.71% while VXUS yields 2.51%, so REIX currently pays the higher dividend yield.
Is VXUS better than REIX?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.