SRHR vs VXUS
SRH REIT Covered Call ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SRHR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.05% | |
| AUM | $55M | $156.5B | |
| Dividend Yield | 6.35% | 2.60% | |
| Holdings | 34 | 8,747 | |
| YTD Return | +14.29% | +14.19% | |
| 1Y Return | +17.58% | +27.38% | |
| 3Y Return (annualized) | - | +19.53% | |
| 5Y Return (annualized) | - | +9.03% | |
| Volatility (annualized) | 13.0% | 15.1% | |
| Max Drawdown | -18.7% | -39.9% | |
| Fund Family | SRH Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 1, 2023 | Jan 26, 2011 |
SRHR vs VXUS Performance
SRH REIT Covered Call ETF (SRHR) is a ETF from SRH Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SRHR returned +17.58% while VXUS returned +27.38%. Year to date, SRHR is up 14.29% versus a gain of 14.19% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for SRHR. 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 -18.7% for SRHR 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SRHR charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, SRHR currently yields 6.35% against 2.60% for VXUS.
Holdings Overlap
SRHR and VXUS share 1 holdings out of 7885 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SRHR | Weight in VXUS | Difference |
|---|---|---|---|
| EGP | 2.90% | 0.00% | 2.90% |
Frequently Asked Questions
Which is cheaper, SRHR or VXUS?
SRHR has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, SRHR or VXUS?
Over the past year SRHR returned +17.58% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), SRHR annualized +11.79% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, SRHR or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 13.0% for SRHR. Worst drawdown: SRHR -18.7% vs VXUS -39.9%.
Should I hold both SRHR and VXUS?
SRHR and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRHR and VXUS?
SRHR and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7885 unique securities.
Which pays a higher dividend, SRHR or VXUS?
SRHR yields 6.35% while VXUS yields 2.60%, so SRHR currently pays the higher dividend yield.
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