SWP vs VXUS
SWP Growth & Income 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 8,747 holdings.
Side-by-Side Comparison
| Metric | SWP | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.05% | |
| AUM | $155M | $158.1B | |
| Dividend Yield | 8.65% | 2.59% | |
| Holdings | 75 | 8,747 | |
| YTD Return | +8.79% | +15.44% | |
| 1Y Return | +17.22% | +26.36% | |
| 3Y Return (annualized) | - | +20.98% | |
| 5Y Return (annualized) | - | +9.68% | |
| Volatility (annualized) | 11.9% | 15.1% | |
| Max Drawdown | -15.7% | -39.9% | |
| Fund Family | GammaRoad | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2024 | Jan 26, 2011 |
SWP vs VXUS Performance
SWP Growth & Income ETF (SWP) is a ETF from GammaRoad and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SWP returned +17.22% while VXUS returned +26.36%. Year to date, SWP is up 8.79% versus a gain of 15.44% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% 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 -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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
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 and VXUS share 5 holdings out of 7909 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $94 per year of difference.
Which performed better, SWP or VXUS?
Over the past year SWP returned +17.22% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), SWP annualized +15.93% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, SWP or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 11.9% for SWP. Worst drawdown: SWP -15.7% vs VXUS -39.9%.
Should I hold both SWP and VXUS?
SWP and VXUS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SWP and VXUS?
SWP and VXUS share 5 common holdings with a 1.3% weight overlap. Combined, they hold 7909 unique securities.
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.
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