SSFI vs VXUS

SSFI vs VXUS

Which is better, SSFI or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricSSFIVXUS
Expense Ratio0.76%0.05%Best
AUM$28M$158.1B
Dividend Yield3.65%2.51%
Holdings88,747
YTD Return-1.78%+12.57%Best
1Y Return-1.53%+19.71%Best
3Y Return (annualized)+2.98%+19.25%Best
5Y Return (annualized)-0.64%+8.59%Best
Volatility (annualized)6.1%Best15.1%
Max Drawdown-16.1%Best-28.9%
$10,000 over 5 years$9,684$15,099Best
Fund FamilyDay Hagan FundsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionSep 28, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 29, 2021 to Sep 15, 2026 (5 years).

SSFI 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 5 years both funds cover.

SSFI vs VXUS Performance

Day Hagan Smart Sector Fixed Income ETF (SSFI) is an ETF from Day Hagan Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SSFI returned -1.53% while VXUS returned +19.71%. Year to date, SSFI is down 1.78% versus a gain of 12.57% for VXUS.

Over three years, SSFI compounded at +2.98% per year against +19.25% for VXUS; over five years the annualized figures are -0.64% and +8.59% respectively.

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 6.1% for SSFI. 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 -16.1% for SSFI and -28.9% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SSFI charges 0.76% per year while VXUS charges 0.05%. On a $10,000 position that is $76 vs $5 annually, a gap of $71 per year that compounds over a long holding period. On income, SSFI currently yields 3.65% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 8 holdings in SSFI and 8,082 in VXUS, totalling 100.0% 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 8 positions we hold weights for in SSFI and 8,082 in VXUS, against full books of 8 and 8,747.

What only one of them owns

Measured across the 8 and 8,082 positions we hold weights for.

VXUS holds 35 positions SSFI does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

You are not choosing between two funds in isolation.

Whichever of SSFI and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SSFIVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SSFI or VXUS?

SSFI has an expense ratio of 0.76% while VXUS charges 0.05%. VXUS is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, SSFI or VXUS?

Over the past year SSFI returned -1.53% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SSFI or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 6.1% for SSFI. Worst drawdown: SSFI -16.1% vs VXUS -28.9%.

Should I hold both SSFI and VXUS?

SSFI and VXUS have a monthly-return correlation of 0.80, 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, SSFI or VXUS?

SSFI yields 3.65% while VXUS yields 2.51%, so SSFI currently pays the higher dividend yield.

Is VXUS better than SSFI?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.