RODM vs VXUS

RODM vs VXUS

Which is better, RODM or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. RODM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: VXUSHigher Returns: RODM

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

MetricRODMVXUS
Expense Ratio0.29%0.05%Best
AUM$1.6B$158.1B
Dividend Yield2.76%2.51%
Holdings3548,747
YTD Return+12.61%Best+12.44%
1Y Return+20.73%Best+20.21%
3Y Return (annualized)+20.30%Best+19.97%
5Y Return (annualized)+9.74%Best+8.99%
Volatility (annualized)13.7%Best14.8%
Max Drawdown-38.3%Best-39.9%
$10,000 over 5 years$15,916Best$15,379
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionFeb 25, 2015Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2015 to Sep 24, 2026 (11.6 years).

RODM 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 11.6 years both funds cover.

RODM vs VXUS Performance

Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is an ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RODM returned +20.73% while VXUS returned +20.21%. Year to date, RODM is up 12.61% versus a gain of 12.44% for VXUS.

Over three years, RODM compounded at +20.30% per year against +19.97% for VXUS; over five years the annualized figures are +9.74% and +8.99% respectively. Across the full 12-year window we track, RODM has the edge at +6.25% annualized vs +6.04%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.7% for RODM. 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 -38.3% for RODM 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RODM charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, RODM currently yields 2.76% against 2.51% for VXUS.

Holdings Overlap

RODM already in VXUS71.3%

At least 71.3% of RODM'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.

Most of RODM is already inside VXUS. Owning both mostly buys the same companies twice.

247 positions in common, counted across the 334 positions we hold weights for in RODM and 8,082 in VXUS, against full books of 354 and 8,747.

Top Shared Holdings

StockWeight in RODMWeight in VXUSDifference
RY:CARoyal Bank Of Canada1.18%0.66%0.52%
RD:CAThe Toronto-Dominion Bank1.15%0.45%0.70%
ROP:SMRoche Ps Par Ag0.90%0.69%0.21%
NOVN:SMNovartis Ag - Common0.85%0.65%0.20%
BMO:CABank Of Montreal1.15%0.28%0.87%
EQNR:OSEquinor Asa1.20%0.07%1.13%
BNS:CABank Of Nova Scotia/The Common Stock1.02%0.24%0.78%
O39:SIOversea Chinese Banking Corp1.09%0.16%0.93%
AZN:LNAstraZeneca PLC0.62%0.57%0.05%
GWO:AQLGreat‑West Lifeco Inc.1.02%0.04%0.98%

71.3% of RODM 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.

RODMVXUS

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Frequently Asked Questions

Which is cheaper, RODM or VXUS?

RODM has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, RODM or VXUS?

Over the past year RODM returned +20.73% vs +20.21% for VXUS, so RODM leads on 1-year performance. Over the longest common window we track (12 years), RODM annualized +6.25% vs +6.04% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RODM or VXUS?

VXUS has been the more volatile fund at 14.8% annualized versus 13.7% for RODM. Worst drawdown: RODM -38.3% vs VXUS -39.9%.

Should I hold both RODM and VXUS?

RODM and VXUS have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between RODM and VXUS?

At least 71.3% of RODM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 247 positions in common, counted across the 334 positions we hold weights for in RODM and 8,082 in VXUS.

Which pays a higher dividend, RODM or VXUS?

RODM yields 2.76% while VXUS yields 2.51%, so RODM currently pays the higher dividend yield.

Is VXUS better than RODM?

VXUS has a lower expense ratio. RODM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.