SDIV vs VXUS

SDIV vs VXUS

Which is better, SDIV or VXUS?

Mid Cap Growth 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

MetricSDIVVXUS
Expense Ratio0.58%0.05%Best
AUM$1.2B$158.1B
Dividend Yield9.10%2.59%
Holdings1178,747
YTD Return+9.21%+15.57%Best
1Y Return+15.94%+27.46%Best
3Y Return (annualized)+14.97%+20.30%Best
5Y Return (annualized)+1.19%+8.96%Best
Volatility (annualized)18.7%15.1%Best
Max Drawdown-69.0%-39.9%Best
$10,000 over 5 years$10,609$15,358Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionJun 8, 2011Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 9, 2011 to Sep 3, 2026 (15.2 years).

SDIV 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 15.2 years both funds cover.

SDIV vs VXUS Performance

Global X SuperDividend ETF (SDIV) 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 SDIV returned +15.94% while VXUS returned +27.46%. Year to date, SDIV is up 9.21% versus a gain of 15.57% for VXUS.

Over three years, SDIV compounded at +14.97% per year against +20.30% for VXUS; over five years the annualized figures are +1.19% and +8.96% respectively. Across the full 15-year window we track, VXUS has the edge at +4.81% annualized vs -3.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDIV has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -69.0% for SDIV 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SDIV charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, SDIV currently yields 9.10% against 2.59% for VXUS.

Holdings Overlap

SDIV already in VXUS42.3%

At least 42.3% of SDIV'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.

The two portfolios partly overlap.

43 positions in common, counted across the 104 positions we hold weights for in SDIV and 8,094 in VXUS, against full books of 117 and 8,747.

Top Shared Holdings

StockWeight in SDIVWeight in VXUSDifference
HAUTO:OSHoegh Autoliners Asa1.49%0.00%1.49%
VAR:OSVar Energi Asa1.40%0.01%1.39%
INTB3:BVIntelbras Sa Industria De Tele1.25%0.00%1.25%
SDLF:LNStandard Life Plc1.23%0.02%1.21%
PETR4:BVPetrobras - Petroleo Bras-Pr1.18%0.07%1.11%
SAUD3:BVBradsaude Sa1.23%0.00%1.23%
WAWI:OSWallenius Wilhelmsen ASA Shs1.22%0.00%1.22%
ITH:LNIthaca Energy1.21%0.00%1.21%
IPH:AUIph Ltd1.18%0.00%1.18%
MMS:AUMcmillan Shakespeare Ltd1.18%0.00%1.18%

42.3% of SDIV 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.

SDIVVXUS

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Frequently Asked Questions

Which is cheaper, SDIV or VXUS?

SDIV has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.

Which performed better, SDIV or VXUS?

Over the past year SDIV returned +15.94% vs +27.46% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), SDIV annualized -3.22% vs +4.81% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDIV or VXUS?

SDIV has been the more volatile fund at 18.7% annualized versus 15.1% for VXUS. Worst drawdown: SDIV -69.0% vs VXUS -39.9%.

Should I hold both SDIV and VXUS?

SDIV and VXUS have a monthly-return correlation of 0.86, 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 SDIV and VXUS?

At least 42.3% of SDIV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 43 positions in common, counted across the 104 positions we hold weights for in SDIV and 8,094 in VXUS.

Which pays a higher dividend, SDIV or VXUS?

SDIV yields 9.10% while VXUS yields 2.59%, so SDIV currently pays the higher dividend yield.

Is VXUS better than SDIV?

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.