RWX vs VXUS

RWX vs VXUS

Which is better, RWX or VXUS?

Mid Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricRWXVXUS
Expense Ratio0.59%0.05%Best
AUM$264M$158.1B
Dividend Yield3.83%2.59%
Holdings1448,747
YTD Return-0.48%+15.57%Best
1Y Return+4.05%+27.46%Best
3Y Return (annualized)+6.84%+20.30%Best
5Y Return (annualized)-2.58%+8.96%Best
Volatility (annualized)17.1%15.0%Best
Max Drawdown-52.0%-39.9%Best
$10,000 over 5 years$8,775$15,358Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionDec 15, 2006Jan 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 3, 2026 (15.6 years).

RWX 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.

RWX vs VXUS Performance

State Street SPDR Dow Jones International Real Estate ETF (RWX) is an ETF from State Street Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RWX returned +4.05% while VXUS returned +27.46%. Year to date, RWX is down 0.48% versus a gain of 15.57% for VXUS.

Over three years, RWX compounded at +6.84% per year against +20.30% for VXUS; over five years the annualized figures are -2.58% and +8.96% respectively. Across the full 16-year window we track, VXUS has the edge at +4.90% annualized vs -0.77%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RWX has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -52.0% for RWX 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RWX charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, RWX currently yields 3.83% against 2.59% for VXUS.

Holdings Overlap

RWX already in VXUS75.1%

At least 75.1% of RWX's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% 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 RWX is already inside VXUS. Owning both mostly buys the same companies twice.

93 positions in common, counted across the 127 positions we hold weights for in RWX and 8,094 in VXUS, against full books of 144 and 8,747.

Top Shared Holdings

StockWeight in RWXWeight in VXUSDifference
8801:JPMitsui Fudosan Co. Ltd. Com Stk5.45%0.05%5.40%
SGRO:LNSegro Plc3.75%0.04%3.71%
SCG:AUScentre Group Reit3.10%0.03%3.07%
SPSN:SMSwiss Prime Site Ag2.73%0.03%2.70%
C38U:SICapitaLand Integrated Commercial Trust Capitaland Integrated Comm Tr2.48%0.03%2.45%
A17U:SICapitaland Ascendas Reit1.76%0.02%1.74%
PSPN:SMPsp Swiss Property Ag1.73%0.02%1.71%
VCX:AUVicinity Centres1.60%0.02%1.58%
MRL:MAMerlin Properties Socimi Sa1.58%0.02%1.56%
AED:BRAedifica Nv1.57%0.02%1.55%

75.1% of RWX 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.

RWXVXUS

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Frequently Asked Questions

Which is cheaper, RWX or VXUS?

RWX has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, RWX or VXUS?

Over the past year RWX returned +4.05% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), RWX annualized -0.77% vs +4.90% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RWX or VXUS?

RWX has been the more volatile fund at 17.1% annualized versus 15.0% for VXUS. Worst drawdown: RWX -52.0% vs VXUS -39.9%.

Should I hold both RWX and VXUS?

RWX and VXUS have a monthly-return correlation of 0.85, 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 RWX and VXUS?

At least 75.1% of RWX's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 93 positions in common, counted across the 127 positions we hold weights for in RWX and 8,094 in VXUS.

Which pays a higher dividend, RWX or VXUS?

RWX yields 3.83% while VXUS yields 2.59%, so RWX currently pays the higher dividend yield.

Is VXUS better than RWX?

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