UBT vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricUBTVXUSWinner
Expense Ratio0.95%0.05%
AUM$59M$156.5B
Dividend Yield3.44%2.60%
Holdings88,747
YTD Return-9.16%+15.00%
1Y Return-7.36%+26.87%
3Y Return (annualized)-8.53%+19.79%
5Y Return (annualized)-20.79%+9.26%
Volatility (annualized)27.3%15.1%
Max Drawdown-79.0%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 19, 2010Jan 26, 2011

UBT vs VXUS Performance

ProShares Ultra 20+ Year Treasury (UBT) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year UBT returned -7.36% while VXUS returned +26.87%. Year to date, UBT is down 9.16% versus a gain of 15.00% for VXUS.

Over three years, UBT compounded at -8.53% per year against +19.79% for VXUS; over five years the annualized figures are -20.79% and +9.26% respectively. Across the full 16-year window we track, VXUS has the edge at +4.88% annualized vs -0.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UBT has been the more volatile fund, with annualized monthly volatility of 27.3% 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 -79.0% for UBT 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UBT 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, UBT currently yields 3.44% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

UBT and VXUS share 0 holdings out of 7862 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, UBT or VXUS?

UBT 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, UBT or VXUS?

Over the past year UBT returned -7.36% vs +26.87% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), UBT annualized -0.49% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, UBT or VXUS?

UBT has been the more volatile fund at 27.3% annualized versus 15.1% for VXUS. Worst drawdown: UBT -79.0% vs VXUS -39.9%.

Should I hold both UBT and VXUS?

UBT and VXUS have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UBT and VXUS?

UBT and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, UBT or VXUS?

UBT yields 3.44% while VXUS yields 2.60%, so UBT currently pays the higher dividend yield.

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