TOGA vs VXUS

TOGA 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

MetricTOGAVXUSWinner
Expense Ratio0.69%0.05%
AUM$184M$158.1B
Dividend Yield0.00%2.59%
Holdings298,747
YTD Return-6.22%+15.22%
1Y Return-7.08%+26.86%
3Y Return (annualized)-+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)18.1%15.1%
Max Drawdown-28.5%-39.9%
Fund FamilyTremblant Advisors LPVanguard (US)
CategoryEquityEquity
InceptionAug 1, 2022Jan 26, 2011

TOGA vs VXUS Performance

Tremblant Global ETF (TOGA) is a ETF from Tremblant Advisors LP and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year TOGA returned -7.08% while VXUS returned +26.86%. Year to date, TOGA is down 6.22% versus a gain of 15.22% for VXUS.

Risk: Volatility and Drawdowns

TOGA has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -28.5% for TOGA 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TOGA charges 0.69% per year while VXUS charges 0.05%. On a $10,000 position that is $69 vs $5 annually, a gap of $64 per year that compounds over a long holding period. On income, TOGA currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.3%overlap

TOGA and VXUS share 3 holdings out of 7896 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TOGAWeight in VXUSDifference
EVD:MU3.91%0.01%3.90%
SHOP:CA3.22%0.33%2.89%
AIXA:SG0.88%0.01%0.87%

Frequently Asked Questions

Which is cheaper, TOGA or VXUS?

TOGA has an expense ratio of 0.69% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, TOGA or VXUS?

Over the past year TOGA returned -7.08% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), TOGA annualized +10.40% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, TOGA or VXUS?

TOGA has been the more volatile fund at 18.1% annualized versus 15.1% for VXUS. Worst drawdown: TOGA -28.5% vs VXUS -39.9%.

Should I hold both TOGA and VXUS?

TOGA and VXUS have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TOGA and VXUS?

TOGA and VXUS share 3 common holdings with a 0.3% weight overlap. Combined, they hold 7896 unique securities.

Which pays a higher dividend, TOGA or VXUS?

TOGA yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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