TDIV vs VXUS

TDIV vs VXUS

Which is better, TDIV or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. TDIV led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: VXUSHigher Returns: split

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

MetricTDIVVXUS
Expense Ratio0.50%0.05%Best
AUM$4.4B$158.1B
Dividend Yield1.37%2.51%
Holdings1928,747
YTD Return+18.46%Best+13.64%
1Y Return+18.54%+20.82%Best
3Y Return (annualized)+27.45%Best+19.58%
5Y Return (annualized)+16.61%Best+9.14%
Volatility (annualized)16.9%14.2%Best
Max Drawdown-32.0%Best-39.9%
$10,000 over 5 years$21,562Best$15,485
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionAug 13, 2012Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 14, 2012 to Sep 17, 2026 (14.1 years).

TDIV 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 14.1 years both funds cover.

TDIV vs VXUS Performance

First Trust NASDAQ Technology Dividend Index Fund (TDIV) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year TDIV returned +18.54% while VXUS returned +20.82%. Year to date, TDIV is up 18.46% versus a gain of 13.64% for VXUS.

Over three years, TDIV compounded at +27.45% per year against +19.58% for VXUS; over five years the annualized figures are +16.61% and +9.14% respectively. Across the full 14-year window we track, TDIV has the edge at +14.01% annualized vs +6.20%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TDIV has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.2% 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 -32.0% for TDIV 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TDIV charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, TDIV currently yields 1.37% against 2.51% for VXUS.

Holdings Overlap

TDIV already in VXUS6.3%

At least 6.3% of TDIV's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

TDIV and VXUS share little of their money.

12 positions in common, counted across the 93 positions we hold weights for in TDIV and 8,082 in VXUS, against full books of 192 and 8,747.

Top Shared Holdings

StockWeight in TDIVWeight in VXUSDifference
TRI:CAThomson Reuters Corp.2.00%0.03%1.97%
T:CATelus Corp1.65%0.01%1.64%
STX:IESeagate Technolo0.93%0.00%0.93%
SAP:FFSap Se, Sponsored Adr0.30%0.42%0.12%
OTEX:CAOpen Text Corporation0.42%0.01%0.41%
YY:ARJoyy Inc Sponsored Adr (1 Ads : 20 Ordinary)0.38%0.00%0.38%
TLKM:IDPt Telekomunikasi Indonesia Persero Tbk0.18%0.01%0.17%
GIBA:CACgi, Inc., Class A0.14%0.03%0.11%
STM:ASStmicroelectronics N.v.0.05%0.08%0.03%
UMC:TWUnited Microelectron-Sp Adr0.10%0.00%0.10%

You are not choosing between two funds in isolation.

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

TDIVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TDIV or VXUS?

TDIV has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, TDIV or VXUS?

Over the past year TDIV returned +18.54% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), TDIV annualized +14.01% vs +6.20% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TDIV or VXUS?

TDIV has been the more volatile fund at 16.9% annualized versus 14.2% for VXUS. Worst drawdown: TDIV -32.0% vs VXUS -39.9%.

Should I hold both TDIV and VXUS?

TDIV and VXUS have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between TDIV and VXUS?

At least 6.3% of TDIV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 12 positions in common, counted across the 93 positions we hold weights for in TDIV and 8,082 in VXUS.

Which pays a higher dividend, TDIV or VXUS?

TDIV yields 1.37% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than TDIV?

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