SSXU vs VXUS

SSXU vs VXUS

Which is better, SSXU or VXUS?

Nearly the same fund. VXUS costs less.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97.

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

MetricSSXUVXUS
Expense Ratio1.22%0.05%Best
AUM$46M$158.1B
Dividend Yield2.56%2.51%
Holdings208,747
YTD Return+4.69%+14.48%Best
1Y Return+9.95%+22.28%Best
3Y Return (annualized)+13.37%+20.00%Best
5Y Return (annualized)-+8.91%
Volatility (annualized)13.5%Best14.9%
Max Drawdown-13.9%Best-16.2%
$10,000 over 4.2 years$15,826$19,109Best
Fund FamilyDay Hagan FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 1, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 1, 2022 to Sep 11, 2026 (4.2 years).

SSXU 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 4.2 years both funds cover.

SSXU vs VXUS Performance

Day Hagan Smart Sector International ETF (SSXU) is an ETF from Day Hagan Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SSXU returned +9.95% while VXUS returned +22.28%. Year to date, SSXU is up 4.69% versus a gain of 14.48% for VXUS.

Over three years, SSXU compounded at +13.37% per year against +20.00% for VXUS. Across the full 4-year window we track, VXUS has the edge at +16.67% annualized vs +11.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 13.5% for SSXU. 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 -13.9% for SSXU and -16.2% 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SSXU charges 1.22% per year while VXUS charges 0.05%. On a $10,000 position that is $122 vs $5 annually, a gap of $117 per year that compounds over a long holding period. On income, SSXU currently yields 2.56% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 19 holdings in SSXU and 8,091 in VXUS, totalling 99.8% and 87.7% 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 19 positions we hold weights for in SSXU and 8,091 in VXUS, against full books of 20 and 8,747.

What only one of them owns

Measured across the 19 and 8,091 positions we hold weights for.

VXUS holds 44 positions SSXU does not, 2.4% of the fund.

Largest: SHEL 0.48%, IBDRY 0.37%, ASX 0.16%, BALN 3.4 04/15/30 14 0.16%, PRYMY 0.11%

You are not choosing between two funds in isolation.

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

SSXUVXUS

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Frequently Asked Questions

Which is cheaper, SSXU or VXUS?

SSXU has an expense ratio of 1.22% while VXUS charges 0.05%. VXUS is the cheaper option, by $117 a year on a $10,000 investment.

Which performed better, SSXU or VXUS?

Over the past year SSXU returned +9.95% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), SSXU annualized +11.55% vs +16.67% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SSXU or VXUS?

VXUS has been the more volatile fund at 14.9% annualized versus 13.5% for SSXU. Worst drawdown: SSXU -13.9% vs VXUS -16.2%.

Should I hold both SSXU and VXUS?

SSXU and VXUS have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, SSXU or VXUS?

SSXU yields 2.56% while VXUS yields 2.51%, so SSXU currently pays the higher dividend yield.

Is VXUS better than SSXU?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.