TBX vs VXUS

TBX 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

MetricTBXVXUSWinner
Expense Ratio0.95%0.05%
AUM$21M$158.1B
Dividend Yield2.84%2.59%
Holdings58,747
YTD Return+5.38%+14.51%
1Y Return+5.64%+26.56%
3Y Return (annualized)+2.53%+19.95%
5Y Return (annualized)+6.31%+8.87%
Volatility (annualized)6.4%15.0%
Max Drawdown-42.4%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionApr 4, 2011Jan 26, 2011

TBX vs VXUS Performance

ProShares Short 7-10 Year Treasury (TBX) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year TBX returned +5.64% while VXUS returned +26.56%. Year to date, TBX is up 5.38% versus a gain of 14.51% for VXUS.

Over three years, TBX compounded at +2.53% per year against +19.95% for VXUS; over five years the annualized figures are +6.31% and +8.87% respectively. Across the full 15-year window we track, VXUS has the edge at +4.83% annualized vs -1.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 6.4% for TBX. 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 -42.4% for TBX 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TBX 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, TBX currently yields 2.84% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

TBX and VXUS share 0 holdings out of 8095 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, TBX or VXUS?

TBX 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, TBX or VXUS?

Over the past year TBX returned +5.64% vs +26.56% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), TBX annualized -1.32% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, TBX or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 6.4% for TBX. Worst drawdown: TBX -42.4% vs VXUS -39.9%.

Should I hold both TBX and VXUS?

TBX and VXUS have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TBX and VXUS?

TBX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8095 unique securities.

Which pays a higher dividend, TBX or VXUS?

TBX yields 2.84% while VXUS yields 2.59%, so TBX currently pays the higher dividend yield.

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See what your portfolio actually owns
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