TOLZ vs VXUS

TOLZ vs VXUS

Which is better, TOLZ or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y 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

MetricTOLZVXUS
Expense Ratio0.46%0.05%Best
AUM$174M$158.1B
Dividend Yield3.01%2.51%
Holdings1168,747
YTD Return+7.71%+14.48%Best
1Y Return+10.30%+22.28%Best
3Y Return (annualized)+13.97%+20.00%Best
5Y Return (annualized)+7.66%+8.91%Best
Volatility (annualized)14.4%Best14.6%
Max Drawdown-39.3%Best-39.9%
$10,000 over 5 years$14,463$15,323Best
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMar 25, 2014Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 27, 2014 to Sep 11, 2026 (12.5 years).

TOLZ 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 12.5 years both funds cover.

TOLZ vs VXUS Performance

Proshares DJ Brookfield Global Infrastructure ETF (TOLZ) is an ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year TOLZ returned +10.30% while VXUS returned +22.28%. Year to date, TOLZ is up 7.71% versus a gain of 14.48% for VXUS.

Over three years, TOLZ compounded at +13.97% per year against +20.00% for VXUS; over five years the annualized figures are +7.66% and +8.91% respectively. Across the full 13-year window we track, VXUS has the edge at +5.71% annualized vs +4.49%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.4% for TOLZ. 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 -39.3% for TOLZ 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TOLZ charges 0.46% per year while VXUS charges 0.05%. On a $10,000 position that is $46 vs $5 annually, a gap of $41 per year that compounds over a long holding period. On income, TOLZ currently yields 3.01% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 109 holdings in TOLZ and 8,091 in VXUS, totalling 94.7% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 46 positions appear in both.

46 positions in common, counted across the 109 positions we hold weights for in TOLZ and 8,091 in VXUS, against full books of 116 and 8,747.

Top Shared Holdings

StockWeight in TOLZWeight in VXUSDifference
ENB:CAEnbridge Inc.6.23%0.26%5.97%
TRP:CATc Energy Corp3.66%0.15%3.51%
SRESempra Common Stock2.67%0.00%2.67%
FER:ASFerrovial Se2.01%0.07%1.94%
TCL:AUTransurban Group2.01%0.07%1.94%
FTS:CAFortis Inc1.78%0.06%1.72%
AENA:MAAena Sme Sa1.42%0.05%1.37%
CLNX:MACellnex Telecom S.A. Cellnex Telecom S A Acciones1.05%0.04%1.01%
TRN:MITerna Rete Elettrica Nazionale Spa1.01%0.04%0.97%
NTGY:MAGas Natural Sdg Sa0.89%0.03%0.86%

You are not choosing between two funds in isolation.

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

TOLZVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TOLZ or VXUS?

TOLZ has an expense ratio of 0.46% while VXUS charges 0.05%. VXUS is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, TOLZ or VXUS?

Over the past year TOLZ returned +10.30% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), TOLZ annualized +4.49% vs +5.71% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TOLZ or VXUS?

VXUS has been the more volatile fund at 14.6% annualized versus 14.4% for TOLZ. Worst drawdown: TOLZ -39.3% vs VXUS -39.9%.

Should I hold both TOLZ and VXUS?

TOLZ and VXUS have a monthly-return correlation of 0.80, 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, TOLZ or VXUS?

TOLZ yields 3.01% while VXUS yields 2.51%, so TOLZ currently pays the higher dividend yield.

Is VXUS better than TOLZ?

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