SCDV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSCDVVXUSWinner
Expense Ratio0.70%0.05%
AUM$153M$156.5B
Dividend Yield0.43%2.60%
Holdings358,747
YTD Return+16.70%+14.19%
1Y Return+17.37%+27.38%
3Y Return (annualized)-+19.53%
5Y Return (annualized)-+9.03%
Volatility (annualized)14.5%15.1%
Max Drawdown-22.8%-39.9%
Fund FamilyBahl & GaynorVanguard (US)
CategoryEquityEquity
InceptionDec 11, 2024Jan 26, 2011

SCDV vs VXUS Performance

Bahl & Gaynor Small Cap Dividend ETF (SCDV) is a ETF from Bahl & Gaynor and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SCDV returned +17.37% while VXUS returned +27.38%. Year to date, SCDV is up 16.70% versus a gain of 14.19% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.5% for SCDV. 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 -22.8% for SCDV 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCDV charges 0.70% per year while VXUS charges 0.05%. On a $10,000 position that is $70 vs $5 annually, a gap of $65 per year that compounds over a long holding period. On income, SCDV currently yields 0.43% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SCDV and VXUS share 1 holdings out of 7894 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCDVWeight in VXUSDifference
GIL:CA5.18%0.03%5.15%

Frequently Asked Questions

Which is cheaper, SCDV or VXUS?

SCDV has an expense ratio of 0.70% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, SCDV or VXUS?

Over the past year SCDV returned +17.37% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), SCDV annualized +8.22% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, SCDV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.5% for SCDV. Worst drawdown: SCDV -22.8% vs VXUS -39.9%.

Should I hold both SCDV and VXUS?

SCDV and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCDV and VXUS?

SCDV and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7894 unique securities.

Which pays a higher dividend, SCDV or VXUS?

SCDV yields 0.43% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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