SHRY vs VXUS
First Trust Bloomberg Shareholder Yield ETF vs Vanguard Total International Stock ETF
Which is better, SHRY or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. SHRY led over 5Y and the full window, VXUS over 1Y and 3Y.
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
| Metric | SHRY | VXUS |
|---|---|---|
| Expense Ratio | 0.60% | 0.05%Best |
| AUM | $17M | $158.1B |
| Dividend Yield | 1.62% | 2.59% |
| Holdings | 102 | 8,747 |
| YTD Return | +14.18% | +16.15%Best |
| 1Y Return | +14.06% | +27.58%Best |
| 3Y Return (annualized) | +15.59% | +20.48%Best |
| 5Y Return (annualized) | +9.25%Best | +9.09% |
| Volatility (annualized) | 16.9% | 15.4%Best |
| Max Drawdown | -36.7%Best | -39.9% |
| $10,000 over 5 years | $15,563Best | $15,450 |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 20, 2017 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 22, 2017 to Sep 4, 2026 (9.2 years).
SHRY 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 9.2 years both funds cover.
SHRY vs VXUS Performance
First Trust Bloomberg Shareholder Yield ETF (SHRY) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SHRY returned +14.06% while VXUS returned +27.58%. Year to date, SHRY is up 14.18% versus a gain of 16.15% for VXUS.
Over three years, SHRY compounded at +15.59% per year against +20.48% for VXUS; over five years the annualized figures are +9.25% and +9.09% respectively. Across the full 9-year window we track, SHRY has the edge at +11.00% annualized vs +7.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHRY has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.4% 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 -36.7% for SHRY 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHRY charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, SHRY currently yields 1.62% against 2.59% for VXUS.
Holdings Overlap
We hold position weights for 50 holdings in SHRY and 8,092 in VXUS, totalling 99.7% and 87.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in SHRY and 8,092 in VXUS, against full books of 102 and 8,747.
You are not choosing between two funds in isolation.
Whichever of SHRY and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SHRY or VXUS?
SHRY has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, SHRY or VXUS?
Over the past year SHRY returned +14.06% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), SHRY annualized +11.00% vs +7.94% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHRY or VXUS?
SHRY has been the more volatile fund at 16.9% annualized versus 15.4% for VXUS. Worst drawdown: SHRY -36.7% vs VXUS -39.9%.
Should I hold both SHRY and VXUS?
SHRY and VXUS have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SHRY or VXUS?
SHRY yields 1.62% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
Is VXUS better than SHRY?
VXUS has a lower expense ratio. SHRY led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.