SDEM vs VXUS

SDEM vs VXUS

Which is better, SDEM or VXUS?

Mid Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricSDEMVXUS
Expense Ratio0.66%0.05%Best
AUM$46M$158.1B
Dividend Yield4.88%2.51%
Holdings668,747
YTD Return+12.86%+12.88%Best
1Y Return+22.71%Best+19.97%
3Y Return (annualized)+19.56%+20.14%Best
5Y Return (annualized)+6.20%+8.87%Best
Volatility (annualized)18.7%14.9%Best
Max Drawdown-57.2%-39.9%Best
$10,000 over 5 years$13,509$15,295Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionMar 16, 2015Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 17, 2015 to Sep 23, 2026 (11.5 years).

SDEM 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 11.5 years both funds cover.

SDEM vs VXUS Performance

Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is an ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SDEM returned +22.71% while VXUS returned +19.97%. Year to date, SDEM is up 12.86% versus a gain of 12.88% for VXUS.

Over three years, SDEM compounded at +19.56% per year against +20.14% for VXUS; over five years the annualized figures are +6.20% and +8.87% respectively. Across the full 12-year window we track, VXUS has the edge at +6.36% annualized vs +0.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDEM has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 14.9% 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 -57.2% for SDEM 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SDEM charges 0.66% per year while VXUS charges 0.05%. On a $10,000 position that is $66 vs $5 annually, a gap of $61 per year that compounds over a long holding period. On income, SDEM currently yields 4.88% against 2.51% for VXUS.

Holdings Overlap

SDEM already in VXUS67.0%

At least 67.0% of SDEM'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.

35 positions in common, counted across the 55 positions we hold weights for in SDEM and 8,082 in VXUS, against full books of 66 and 8,747.

Top Shared Holdings

StockWeight in SDEMWeight in VXUSDifference
PFCIBEST:COGrupo Cibest Pref Sa2.73%0.01%2.72%
6181:SHLaopu Gold Co Ltd Ordinary Shares - Class H2.39%0.00%2.39%
900948:SHInner Mongolia Yitai Coal Co., Ltd.2.33%0.01%2.32%
2290:SAYanbu National Petrochemical Co2.21%0.01%2.20%
600011:SHHuaneng Power International Inc2.19%0.00%2.19%
1378:HKChina Hongqiao Group Ltd2.16%0.02%2.14%
BBSE3:BVBb Seguridade Participacoes Sa2.16%0.01%2.15%
PZU:PLPowszechny Zaklad Ubezpieczen2.12%0.02%2.10%
KLBN11:BVKlabin Sa Unit2.13%0.01%2.12%
SCB:THScb X Pcl-Nvdr2.06%0.02%2.04%

67.0% of SDEM 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.

SDEMVXUS

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Frequently Asked Questions

Which is cheaper, SDEM or VXUS?

SDEM has an expense ratio of 0.66% while VXUS charges 0.05%. VXUS is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, SDEM or VXUS?

Over the past year SDEM returned +22.71% vs +19.97% for VXUS, so SDEM leads on 1-year performance. Over the longest common window we track (12 years), SDEM annualized +0.78% vs +6.36% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDEM or VXUS?

SDEM has been the more volatile fund at 18.7% annualized versus 14.9% for VXUS. Worst drawdown: SDEM -57.2% vs VXUS -39.9%.

Should I hold both SDEM and VXUS?

SDEM and VXUS have a monthly-return correlation of 0.82, 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 SDEM and VXUS?

At least 67.0% of SDEM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 35 positions in common, counted across the 55 positions we hold weights for in SDEM and 8,082 in VXUS.

Which pays a higher dividend, SDEM or VXUS?

SDEM yields 4.88% while VXUS yields 2.51%, so SDEM currently pays the higher dividend yield.

Is VXUS better than SDEM?

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