SRHQ vs VXUS
SRH US Quality GARP ETF vs Vanguard Total International Stock ETF
Which is better, SRHQ or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. SRHQ led over 1Y, 3Y and the full window.
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 | SRHQ | VXUS |
|---|---|---|
| Expense Ratio | 0.35% | 0.05%Best |
| AUM | $214M | $163.2B |
| Dividend Yield | 0.74% | 2.34% |
| Holdings | 164 | 8,844 |
| YTD Return | +24.79%Best | +10.22% |
| 1Y Return | +26.72%Best | +13.78% |
| 3Y Return (annualized) | +22.65%Best | +21.00% |
| 5Y Return (annualized) | - | +8.26% |
| Volatility (annualized) | 13.9%Tie | 13.9%Tie |
| Max Drawdown | -18.5% | -13.6%Best |
| $10,000 over 4.1 years | $20,001Best | $19,787 |
| Fund Family | SRH Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Oct 4, 2022 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Oct 5, 2022 to Oct 28, 2026 (4.1 years).
SRHQ 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 4.1 years both funds cover.
SRHQ vs VXUS Performance
SRH US Quality GARP ETF (SRHQ) is an ETF from SRH Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SRHQ returned +26.72% while VXUS returned +13.78%. Year to date, SRHQ is up 24.79% versus a gain of 10.22% for VXUS.
Over three years, SRHQ compounded at +22.65% per year against +21.00% for VXUS. Across the full 4-year window we track, SRHQ has the edge at +18.42% annualized vs +18.11%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRHQ and VXUS have been equally volatile, both at 13.9% annualized.
The deepest peak-to-trough decline in our data was -18.5% for SRHQ and -13.6% 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SRHQ charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, SRHQ currently yields 0.74% against 2.34% for VXUS.
Holdings Overlap
We hold position weights for 81 holdings in SRHQ and 8,425 in VXUS, totalling 100.0% and 91.3% 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 81 positions we hold weights for in SRHQ and 8,425 in VXUS, against full books of 164 and 8,844.
You are not choosing between two funds in isolation.
Whichever of SRHQ 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, SRHQ or VXUS?
SRHQ has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, SRHQ or VXUS?
Over the past year SRHQ returned +26.72% vs +13.78% for VXUS, so SRHQ leads on 1-year performance. Over the longest common window we track (4 years), SRHQ annualized +18.42% vs +18.11% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SRHQ or VXUS?
SRHQ and VXUS have been equally volatile, both at 13.9% annualized. Worst drawdown: SRHQ -18.5% vs VXUS -13.6%.
Should I hold both SRHQ and VXUS?
SRHQ and VXUS have a monthly-return correlation of 0.69, 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, SRHQ or VXUS?
SRHQ yields 0.74% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than SRHQ?
VXUS has a lower expense ratio. SRHQ led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.