SPUC vs VXUS
Simplify US Equity Income ETF vs Vanguard Total International Stock ETF
Which is better, SPUC or VXUS?
Each has led over a different period.
VXUS has a lower expense ratio. SPUC led over 3Y, 5Y and the full window, VXUS over 1Y.
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 | SPUC | VXUS |
|---|---|---|
| Expense Ratio | 0.53% | 0.05%Best |
| AUM | $233M | $158.1B |
| Dividend Yield | 13.20% | 2.51% |
| Holdings | 4 | 8,747 |
| YTD Return | +11.31% | +13.64%Best |
| 1Y Return | +12.77% | +20.82%Best |
| 3Y Return (annualized) | +23.11%Best | +19.58% |
| 5Y Return (annualized) | +12.58%Best | +9.14% |
| Volatility (annualized) | 19.4% | 14.9%Best |
| Max Drawdown | -29.2%Best | -29.4% |
| $10,000 over 5 years | $18,084Best | $15,485 |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 3, 2020 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 4, 2020 to Sep 17, 2026 (6 years).
SPUC 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 6 years both funds cover.
SPUC vs VXUS Performance
Simplify US Equity Income ETF (SPUC) is an ETF from Simplify Exchange Traded Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SPUC returned +12.77% while VXUS returned +20.82%. Year to date, SPUC is up 11.31% versus a gain of 13.64% for VXUS.
Over three years, SPUC compounded at +23.11% per year against +19.58% for VXUS; over five years the annualized figures are +12.58% and +9.14% respectively. Across the full 6-year window we track, SPUC has the edge at +15.64% annualized vs +11.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPUC has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 14.9% 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 -29.2% for SPUC and -29.4% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPUC charges 0.53% per year while VXUS charges 0.05%. On a $10,000 position that is $53 vs $5 annually, a gap of $48 per year that compounds over a long holding period. On income, SPUC currently yields 13.20% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 1 holding in SPUC and 8,082 in VXUS, totalling 0.1% and 88.8% 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 1 positions we hold weights for in SPUC and 8,082 in VXUS, against full books of 4 and 8,747.
You are not choosing between two funds in isolation.
Whichever of SPUC 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, SPUC or VXUS?
SPUC has an expense ratio of 0.53% while VXUS charges 0.05%. VXUS is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, SPUC or VXUS?
Over the past year SPUC returned +12.77% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), SPUC annualized +15.64% vs +11.44% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPUC or VXUS?
SPUC has been the more volatile fund at 19.4% annualized versus 14.9% for VXUS. Worst drawdown: SPUC -29.2% vs VXUS -29.4%.
Should I hold both SPUC and VXUS?
SPUC and VXUS have a monthly-return correlation of 0.74, 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, SPUC or VXUS?
SPUC yields 13.20% while VXUS yields 2.51%, so SPUC currently pays the higher dividend yield.
Is VXUS better than SPUC?
VXUS has a lower expense ratio. SPUC led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.