SZK vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSZKVXUSWinner
Expense Ratio0.95%0.05%
AUM$4M$156.5B
Dividend Yield2.66%2.60%
Holdings58,747
YTD Return-16.61%+14.19%
1Y Return-6.03%+27.38%
3Y Return (annualized)-6.82%+19.53%
5Y Return (annualized)-3.64%+9.03%
Volatility (annualized)27.5%15.1%
Max Drawdown-99.5%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Jan 26, 2011

SZK vs VXUS Performance

ProShares UltraShort Consumer Staples (SZK) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SZK returned -6.03% while VXUS returned +27.38%. Year to date, SZK is down 16.61% versus a gain of 14.19% for VXUS.

Over three years, SZK compounded at -6.82% per year against +19.53% for VXUS; over five years the annualized figures are -3.64% and +9.03% respectively. Across the full 16-year window we track, VXUS has the edge at +4.83% annualized vs -20.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SZK has been the more volatile fund, with annualized monthly volatility of 27.5% compared with 15.1% 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 -99.5% for SZK 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 -0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SZK charges 0.95% per year while VXUS charges 0.05%. On a $10,000 position that is $95 vs $5 annually, a gap of $90 per year that compounds over a long holding period. On income, SZK currently yields 2.66% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, SZK or VXUS?

SZK has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, SZK or VXUS?

Over the past year SZK returned -6.03% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SZK annualized -20.64% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, SZK or VXUS?

SZK has been the more volatile fund at 27.5% annualized versus 15.1% for VXUS. Worst drawdown: SZK -99.5% vs VXUS -39.9%.

Should I hold both SZK and VXUS?

SZK and VXUS have a monthly-return correlation of -0.67, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SZK or VXUS?

SZK yields 2.66% while VXUS yields 2.60%, so SZK currently pays the higher dividend yield.

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