SGLC vs VXUS
SGLC vs VXUS
SGI US Large Cap Core ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. SGLC delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SGLC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.05% | |
| AUM | $200M | $156.5B | |
| Dividend Yield | 0.20% | 2.60% | |
| Holdings | 123 | 8,747 | |
| YTD Return | +18.82% | +14.57% | |
| 1Y Return | +30.76% | +27.82% | |
| 3Y Return (annualized) | +21.66% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 13.2% | 15.1% | |
| Max Drawdown | -20.2% | -39.9% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2023 | Jan 26, 2011 |
SGLC vs VXUS Performance
SGI US Large Cap Core ETF (SGLC) is a ETF from Summit Global Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SGLC returned +30.76% while VXUS returned +27.82%. Year to date, SGLC is up 18.82% versus a gain of 14.57% for VXUS.
Over three years, SGLC compounded at +21.66% per year against +19.27% for VXUS. Across the full 3-year window we track, SGLC has the edge at +22.96% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.2% for SGLC. 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 -20.2% for SGLC 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
SGLC charges 0.85% per year while VXUS charges 0.05%. On a $10,000 position that is $85 vs $5 annually, a gap of $80 per year that compounds over a long holding period. On income, SGLC currently yields 0.20% against 2.60% for VXUS.
Holdings Overlap
SGLC and VXUS share 2 holdings out of 7982 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGLC or VXUS?
SGLC has an expense ratio of 0.85% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $80 per year of difference.
Which performed better, SGLC or VXUS?
Over the past year SGLC returned +30.76% vs +27.82% for VXUS, so SGLC leads on 1-year performance. Over the longest common window we track (3 years), SGLC annualized +22.96% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, SGLC or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 13.2% for SGLC. Worst drawdown: SGLC -20.2% vs VXUS -39.9%.
Should I hold both SGLC and VXUS?
SGLC 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 SGLC and VXUS?
SGLC and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 7982 unique securities.
Which pays a higher dividend, SGLC or VXUS?
SGLC yields 0.20% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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