SWP vs VXUS

SWP vs VXUS

Which is better, SWP or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y 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

MetricSWPVXUS
Expense Ratio0.99%0.05%Best
AUM$151M$158.1B
Dividend Yield8.65%2.59%
Holdings758,747
YTD Return+6.79%+16.15%Best
1Y Return+13.51%+27.58%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+9.09%
Volatility (annualized)11.6%Best12.0%
Max Drawdown-15.7%-13.6%Best
$10,000 over 1.9 years$12,912$14,534Best
Fund FamilyGammaRoadVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 24, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Sep 25, 2024 to Sep 4, 2026 (1.9 years).

SWP 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 1.9 years both funds cover.

SWP vs VXUS Performance

SWP Growth & Income ETF (SWP) is an ETF from GammaRoad and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SWP returned +13.51% while VXUS returned +27.58%. Year to date, SWP is up 6.79% versus a gain of 16.15% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.0% compared with 11.6% for SWP. 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 -15.7% for SWP 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SWP charges 0.99% per year while VXUS charges 0.05%. On a $10,000 position that is $99 vs $5 annually, a gap of $94 per year that compounds over a long holding period. On income, SWP currently yields 8.65% against 2.59% for VXUS.

Holdings Overlap

SWP already in VXUS5.5%

At least 5.5% of SWP's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SWP and VXUS share little of their money.

The two holdings books were reported 55 days apart, SWP as of Aug 24, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

3 positions in common, counted across the 43 positions we hold weights for in SWP and 8,092 in VXUS, against full books of 75 and 8,747.

Top Shared Holdings

StockWeight in SWPWeight in VXUSDifference
AZN:LNAstrazeneca Plc2.27%0.62%1.65%
CCO:CACameco Corp Common Stock1.89%0.10%1.79%
ENB:CAEnbridge Inc.1.30%0.26%1.04%

You are not choosing between two funds in isolation.

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

SWPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SWP or VXUS?

SWP has an expense ratio of 0.99% while VXUS charges 0.05%. VXUS is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, SWP or VXUS?

Over the past year SWP returned +13.51% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), SWP annualized +14.40% vs +21.75% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SWP or VXUS?

VXUS has been the more volatile fund at 12.0% annualized versus 11.6% for SWP. Worst drawdown: SWP -15.7% vs VXUS -13.6%.

Should I hold both SWP and VXUS?

SWP and VXUS have a monthly-return correlation of 0.61, 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 SWP and VXUS?

At least 5.5% of SWP's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 43 positions we hold weights for in SWP and 8,092 in VXUS.

Which pays a higher dividend, SWP or VXUS?

SWP yields 8.65% while VXUS yields 2.59%, so SWP currently pays the higher dividend yield.

Is VXUS better than SWP?

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