STXE vs VXUS

STXE vs VXUS

Which is better, STXE or VXUS?

Large Cap Growth against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: STXE

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

MetricSTXEVXUS
Expense Ratio0.32%0.05%Best
AUM$147M$158.1B
Dividend Yield1.78%2.51%
Holdings2068,747
YTD Return+37.50%Best+12.82%
1Y Return+55.50%Best+19.86%
3Y Return (annualized)+27.88%Best+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)19.1%12.3%Best
Max Drawdown-20.4%-13.6%Best
$10,000 over 3.6 years$21,523Best$16,894
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJan 31, 2023Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Jan 31, 2023 to Sep 18, 2026 (3.6 years).

STXE 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 3.6 years both funds cover.

STXE vs VXUS Performance

Strive Emerging Markets Ex-China ETF (STXE) is an ETF from Strive Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year STXE returned +55.50% while VXUS returned +19.86%. Year to date, STXE is up 37.50% versus a gain of 12.82% for VXUS.

Over three years, STXE compounded at +27.88% per year against +19.33% for VXUS. Across the full 4-year window we track, STXE has the edge at +23.73% annualized vs +15.68%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

STXE has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 12.3% 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 -20.4% for STXE 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

STXE charges 0.32% per year while VXUS charges 0.05%. On a $10,000 position that is $32 vs $5 annually, a gap of $27 per year that compounds over a long holding period. On income, STXE currently yields 1.78% against 2.51% for VXUS.

Holdings Overlap

STXE already in VXUS43.8%

At least 43.8% of STXE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

134 positions in common, counted across the 196 positions we hold weights for in STXE and 8,082 in VXUS, against full books of 206 and 8,747.

Top Shared Holdings

StockWeight in STXEWeight in VXUSDifference
2454:TWMediatek, Inc.1.89%0.35%1.54%
1120:SAAl Rajhi Bank1.48%0.11%1.37%
ICICIBANK:MBIcici Bank Ltd1.37%0.18%1.19%
2308:TWDelta Electronics Inc1.14%0.21%0.93%
RELIANCE:MBReliance Industries Ltd1.12%0.21%0.91%
GMEXICOB:MXGrupo Mexico Sab De Cv1.18%0.08%1.10%
2317:TWHon Hai Precision Industry Co Ltd1.03%0.21%0.82%
BHARTIARTL:MBBharti Airtel Ltd0.75%0.14%0.61%
402340:KRSk Square Co., Ltd.0.74%0.14%0.60%
ANGJ:ZAAnglogold Ashanti Plc0.78%0.08%0.70%

43.8% of STXE is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

STXEVXUS

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Frequently Asked Questions

Which is cheaper, STXE or VXUS?

STXE has an expense ratio of 0.32% while VXUS charges 0.05%. VXUS is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, STXE or VXUS?

Over the past year STXE returned +55.50% vs +19.86% for VXUS, so STXE leads on 1-year performance. Over the longest common window we track (4 years), STXE annualized +23.73% vs +15.68% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STXE or VXUS?

STXE has been the more volatile fund at 19.1% annualized versus 12.3% for VXUS. Worst drawdown: STXE -20.4% vs VXUS -13.6%.

Should I hold both STXE and VXUS?

STXE and VXUS have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between STXE and VXUS?

At least 43.8% of STXE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 134 positions in common, counted across the 196 positions we hold weights for in STXE and 8,082 in VXUS.

Which pays a higher dividend, STXE or VXUS?

STXE yields 1.78% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than STXE?

VXUS has a lower expense ratio. STXE 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.