RMMZ vs VXUS

RMMZ vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricRMMZVXUSWinner
Expense Ratio6.81%0.05%
AUM$135M$158.1B
Dividend Yield5.75%2.59%
Holdings1008,747
YTD Return+5.57%+14.33%
1Y Return+7.49%+25.32%
3Y Return (annualized)+4.93%+20.47%
5Y Return (annualized)-+9.72%
Volatility (annualized)16.8%15.1%
Max Drawdown-27.1%-39.9%
Fund FamilyRiverNorthVanguard (US)
CategoryTax PreferredEquity
InceptionFeb 10, 2022Jan 26, 2011

RMMZ vs VXUS Performance

RiverNorth Managed Duration Municipal Income Fund II, Inc (RMMZ) is a ETF from RiverNorth and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RMMZ returned +7.49% while VXUS returned +25.32%. Year to date, RMMZ is up 5.57% versus a gain of 14.33% for VXUS.

Over three years, RMMZ compounded at +4.93% per year against +20.47% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.84% annualized vs +1.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RMMZ has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.1% 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 -27.1% for RMMZ and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RMMZ charges 6.81% per year while VXUS charges 0.05%. On a $10,000 position that is $681 vs $5 annually, a gap of $676 per year that compounds over a long holding period. On income, RMMZ currently yields 5.75% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

RMMZ and VXUS share 0 holdings out of 7921 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, RMMZ or VXUS?

RMMZ has an expense ratio of 6.81% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $676 per year of difference.

Which performed better, RMMZ or VXUS?

Over the past year RMMZ returned +7.49% vs +25.32% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), RMMZ annualized +1.75% vs +4.84% for VXUS. Past performance does not guarantee future results.

Which is riskier, RMMZ or VXUS?

RMMZ has been the more volatile fund at 16.8% annualized versus 15.1% for VXUS. Worst drawdown: RMMZ -27.1% vs VXUS -39.9%.

Should I hold both RMMZ and VXUS?

RMMZ and VXUS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RMMZ and VXUS?

RMMZ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7921 unique securities.

Which pays a higher dividend, RMMZ or VXUS?

RMMZ yields 5.75% while VXUS yields 2.59%, so RMMZ currently pays the higher dividend yield.

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