TAX vs VXUS

TAX vs VXUS

Which is better, TAX or VXUS?

VXUS has been ahead.

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

MetricTAXVXUS
Expense Ratio0.54%0.05%Best
AUM$25M$158.1B
Dividend Yield0.32%2.51%
Holdings1018,747
YTD Return+6.01%+13.35%Best
1Y Return+11.20%+22.44%Best
3Y Return (annualized)-+19.44%
5Y Return (annualized)-+8.82%
Volatility (annualized)12.9%11.4%Best
Max Drawdown-18.9%-13.6%Best
$10,000 over 1.7 years$12,497$15,150Best
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 18, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 10, 2026 (1.7 years).

TAX 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 1.7 years both funds cover.

TAX vs VXUS Performance

Cambria Tax Aware ETF (TAX) is an ETF from Cambria Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year TAX returned +11.20% while VXUS returned +22.44%. Year to date, TAX is up 6.01% versus a gain of 13.35% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TAX has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 11.4% 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 -18.9% for TAX 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 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TAX charges 0.54% per year while VXUS charges 0.05%. On a $10,000 position that is $54 vs $5 annually, a gap of $49 per year that compounds over a long holding period. On income, TAX currently yields 0.32% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 98 holdings in TAX and 8,091 in VXUS, totalling 99.3% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 63 days apart, TAX as of Sep 1, 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.

0 positions in common, counted across the 98 positions we hold weights for in TAX and 8,091 in VXUS, against full books of 101 and 8,747.

You are not choosing between two funds in isolation.

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

TAXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TAX or VXUS?

TAX has an expense ratio of 0.54% while VXUS charges 0.05%. VXUS is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, TAX or VXUS?

Over the past year TAX returned +11.20% vs +22.44% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), TAX annualized +14.01% vs +27.68% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TAX or VXUS?

TAX has been the more volatile fund at 12.9% annualized versus 11.4% for VXUS. Worst drawdown: TAX -18.9% vs VXUS -13.6%.

Should I hold both TAX and VXUS?

TAX 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, TAX or VXUS?

TAX yields 0.32% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than TAX?

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.