TAXX vs VXUS

TAXX vs VXUS

Which is better, TAXX or VXUS?

Short Term High Quality against Large Cap Blend.

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

MetricTAXXVXUS
Expense Ratio0.35%0.05%Best
AUM$285M$158.1B
Dividend Yield3.45%2.51%
Holdings3118,747
YTD Return+1.06%+13.03%Best
1Y Return+1.85%+20.20%Best
3Y Return (annualized)-+19.23%
5Y Return (annualized)-+8.73%
Volatility (annualized)1.6%Best11.4%
Max Drawdown-0.9%Best-13.6%
$10,000 over 2.5 years$10,938$15,432Best
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High QualityLarge Cap Blend
InceptionMar 14, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 14, 2024 to Sep 14, 2026 (2.5 years).

TAXX 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 2.5 years both funds cover.

TAXX vs VXUS Performance

BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) is an ETF from BondBloxx and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year TAXX returned +1.85% while VXUS returned +20.20%. Year to date, TAXX is up 1.06% versus a gain of 13.03% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 1.6% for TAXX. 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 -0.9% for TAXX 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TAXX charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, TAXX currently yields 3.45% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 120 holdings in TAXX and 8,082 in VXUS, totalling 35.8% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 120 positions we hold weights for in TAXX and 8,082 in VXUS, against full books of 311 and 8,747.

You are not choosing between two funds in isolation.

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

TAXXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TAXX or VXUS?

TAXX has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, TAXX or VXUS?

Over the past year TAXX returned +1.85% vs +20.20% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TAXX or VXUS?

VXUS has been the more volatile fund at 11.4% annualized versus 1.6% for TAXX. Worst drawdown: TAXX -0.9% vs VXUS -13.6%.

Should I hold both TAXX and VXUS?

TAXX and VXUS have a monthly-return correlation of 0.68, 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, TAXX or VXUS?

TAXX yields 3.45% while VXUS yields 2.51%, so TAXX currently pays the higher dividend yield.

Is VXUS better than TAXX?

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.