SYSB vs VXUS

SYSB vs VXUS

Which is better, SYSB or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricSYSBVXUS
Expense Ratio0.25%0.05%Best
AUM$1.3B$158.1B
Dividend Yield4.62%2.51%
Holdings8418,747
YTD Return-4.51%+12.57%Best
1Y Return-4.37%+19.71%Best
3Y Return (annualized)+0.92%+19.25%Best
5Y Return (annualized)-3.29%+8.59%Best
Volatility (annualized)4.6%Best14.8%
Max Drawdown-22.4%Best-39.9%
$10,000 over 5 years$8,460$15,099Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionFeb 24, 2015Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2015 to Sep 15, 2026 (11.6 years).

SYSB 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 11.6 years both funds cover.

SYSB vs VXUS Performance

iShares Systematic Bond ETF (SYSB) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SYSB returned -4.37% while VXUS returned +19.71%. Year to date, SYSB is down 4.51% versus a gain of 12.57% for VXUS.

Over three years, SYSB compounded at +0.92% per year against +19.25% for VXUS; over five years the annualized figures are -3.29% and +8.59% respectively. Across the full 12-year window we track, VXUS has the edge at +6.07% annualized vs -1.30%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 4.6% for SYSB. 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 -22.4% for SYSB and -39.9% 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 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SYSB charges 0.25% per year while VXUS charges 0.05%. On a $10,000 position that is $25 vs $5 annually, a gap of $20 per year that compounds over a long holding period. On income, SYSB currently yields 4.62% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 595 holdings in SYSB and 8,082 in VXUS, totalling 76.9% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 595 positions we hold weights for in SYSB and 8,082 in VXUS, against full books of 841 and 8,747.

Top Shared Holdings

StockWeight in SYSBWeight in VXUSDifference
LOGG3:BVSouthern Company (the) 3.7 Apr 30, 20300.01%0.00%0.01%

You are not choosing between two funds in isolation.

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

SYSBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SYSB or VXUS?

SYSB has an expense ratio of 0.25% while VXUS charges 0.05%. VXUS is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, SYSB or VXUS?

Over the past year SYSB returned -4.37% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), SYSB annualized -1.30% vs +6.07% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SYSB or VXUS?

VXUS has been the more volatile fund at 14.8% annualized versus 4.6% for SYSB. Worst drawdown: SYSB -22.4% vs VXUS -39.9%.

Should I hold both SYSB and VXUS?

SYSB and VXUS have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SYSB or VXUS?

SYSB yields 4.62% while VXUS yields 2.51%, so SYSB currently pays the higher dividend yield.

Is VXUS better than SYSB?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.