SHEH vs VXUS
Shell PLC ADRhedged vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. SHEH delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | SHEH | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.05% | |
| AUM | $1M | $158.1B | |
| Dividend Yield | 2.11% | 2.59% | |
| Holdings | 2 | 8,747 | |
| YTD Return | +21.18% | +15.22% | |
| 1Y Return | +28.61% | +26.86% | |
| 3Y Return (annualized) | - | +20.34% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 23.6% | 15.1% | |
| Max Drawdown | -18.8% | -39.9% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | Jan 26, 2011 |
SHEH vs VXUS Performance
Shell PLC ADRhedged (SHEH) is a ETF from ADRH and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SHEH returned +28.61% while VXUS returned +26.86%. Year to date, SHEH is up 21.18% versus a gain of 15.22% for VXUS.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -18.8% for SHEH 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 -0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SHEH charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, SHEH currently yields 2.11% against 2.59% for VXUS.
Holdings Overlap
SHEH and VXUS share 1 holdings out of 7870 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SHEH | Weight in VXUS | Difference |
|---|---|---|---|
| SHEL | 97.54% | 0.54% | 97.00% |
Frequently Asked Questions
Which is cheaper, SHEH or VXUS?
SHEH has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, SHEH or VXUS?
Over the past year SHEH returned +28.61% vs +26.86% for VXUS, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), SHEH annualized +16.23% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, SHEH or VXUS?
SHEH has been the more volatile fund at 23.6% annualized versus 15.1% for VXUS. Worst drawdown: SHEH -18.8% vs VXUS -39.9%.
Should I hold both SHEH and VXUS?
SHEH and VXUS have a monthly-return correlation of -0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHEH and VXUS?
SHEH and VXUS share 1 common holdings with a 0.5% weight overlap. Combined, they hold 7870 unique securities.
Which pays a higher dividend, SHEH or VXUS?
SHEH yields 2.11% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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