SPAQ vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSPAQVXUSWinner
Expense Ratio0.85%0.05%
AUM$10M$156.5B
Dividend Yield16.12%2.60%
Holdings518,747
YTD Return+3.69%+14.57%
1Y Return+5.08%+27.82%
3Y Return (annualized)+7.15%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)2.9%15.1%
Max Drawdown-5.3%-39.9%
Fund FamilyHorizon Kinetics LLCVanguard (US)
CategoryEquityEquity
InceptionJan 27, 2023Jan 26, 2011

SPAQ vs VXUS Performance

Horizon Kinetics SPAC Active ETF (SPAQ) is a ETF from Horizon Kinetics LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SPAQ returned +5.08% while VXUS returned +27.82%. Year to date, SPAQ is up 3.69% versus a gain of 14.57% for VXUS.

Over three years, SPAQ compounded at +7.15% per year against +19.27% for VXUS. Across the full 4-year window we track, SPAQ has the edge at +6.83% 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 2.9% for SPAQ. 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 -5.3% for SPAQ 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPAQ 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, SPAQ currently yields 16.12% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SPAQ and VXUS share 0 holdings out of 7904 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, SPAQ or VXUS?

SPAQ 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, SPAQ or VXUS?

Over the past year SPAQ returned +5.08% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), SPAQ annualized +6.83% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SPAQ or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 2.9% for SPAQ. Worst drawdown: SPAQ -5.3% vs VXUS -39.9%.

Should I hold both SPAQ and VXUS?

SPAQ and VXUS have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPAQ and VXUS?

SPAQ and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7904 unique securities.

Which pays a higher dividend, SPAQ or VXUS?

SPAQ yields 16.12% while VXUS yields 2.60%, so SPAQ currently pays the higher dividend yield.

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