SWP vs VXUS

SWP vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSWPVXUSWinner
Expense Ratio0.99%0.05%
AUM$155M$158.1B
Dividend Yield8.65%2.59%
Holdings758,747
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 FamilyGammaRoadVanguard (US)
CategoryEquityEquity
InceptionSep 24, 2024Jan 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

1.3%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.

Top Shared Holdings

StockWeight in SWPWeight in VXUSDifference
AZN:LN1.83%0.71%1.12%
ORCL2.19%0.00%2.19%
CCJ1.68%0.11%1.57%
ENB:CAProProPro
CNQ:CAProProPro
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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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