SPXU 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

MetricSPXUVXUSWinner
Expense Ratio0.90%0.05%
AUM$428M$156.5B
Dividend Yield6.85%2.60%
Holdings198,747
YTD Return-30.19%+14.19%
1Y Return-42.82%+27.38%
3Y Return (annualized)-42.07%+19.53%
5Y Return (annualized)-33.57%+9.03%
Volatility (annualized)39.6%15.1%
Max Drawdown-100.0%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 23, 2009Jan 26, 2011

SPXU vs VXUS Performance

ProShares UltraPro Short S&P500 (SPXU) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SPXU returned -42.82% while VXUS returned +27.38%. Year to date, SPXU is down 30.19% versus a gain of 14.19% for VXUS.

Over three years, SPXU compounded at -42.07% per year against +19.53% for VXUS; over five years the annualized figures are -33.57% and +9.03% respectively. Across the full 16-year window we track, VXUS has the edge at +4.83% annualized vs -42.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPXU has been the more volatile fund, with annualized monthly volatility of 39.6% 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 -100.0% for SPXU 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 -0.78. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPXU charges 0.90% per year while VXUS charges 0.05%. On a $10,000 position that is $90 vs $5 annually, a gap of $85 per year that compounds over a long holding period. On income, SPXU currently yields 6.85% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SPXU and VXUS share 0 holdings out of 7862 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, SPXU or VXUS?

SPXU has an expense ratio of 0.90% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, SPXU or VXUS?

Over the past year SPXU returned -42.82% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SPXU annualized -42.72% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, SPXU or VXUS?

SPXU has been the more volatile fund at 39.6% annualized versus 15.1% for VXUS. Worst drawdown: SPXU -100.0% vs VXUS -39.9%.

Should I hold both SPXU and VXUS?

SPXU and VXUS have a monthly-return correlation of -0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPXU and VXUS?

SPXU and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, SPXU or VXUS?

SPXU yields 6.85% while VXUS yields 2.60%, so SPXU currently pays the higher dividend yield.

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