UFOX vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: UFOXMore Diversified: VXUS

Side-by-Side Comparison

MetricUFOXVXUSWinner
Expense Ratio0.30%0.05%
AUM$825M$156.5B
Dividend Yield0.36%2.60%
Holdings608,747
YTD Return+34.36%+14.57%
1Y Return+54.82%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)30.6%15.1%
Max Drawdown-28.7%-39.9%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryEquityEquity
InceptionMar 4, 2019Jan 26, 2011

UFOX vs VXUS Performance

Defiance Space and Connective Tech ETF (UFOX) is a ETF from Defiance ETFs, LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year UFOX returned +54.82% while VXUS returned +27.82%. Year to date, UFOX is up 34.36% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

UFOX has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -28.7% for UFOX 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UFOX charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, UFOX currently yields 0.36% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

UFOX and VXUS share 4 holdings out of 7916 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UFOXWeight in VXUSDifference
ORCL2.01%0.00%2.01%
CLS:CA1.60%0.07%1.53%
KC0.78%0.01%0.77%
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Frequently Asked Questions

Which is cheaper, UFOX or VXUS?

UFOX has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, UFOX or VXUS?

Over the past year UFOX returned +54.82% vs +27.82% for VXUS, so UFOX leads on 1-year performance. Over the longest common window we track (2 years), UFOX annualized +40.02% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, UFOX or VXUS?

UFOX has been the more volatile fund at 30.6% annualized versus 15.1% for VXUS. Worst drawdown: UFOX -28.7% vs VXUS -39.9%.

Should I hold both UFOX and VXUS?

UFOX and VXUS have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UFOX and VXUS?

UFOX and VXUS share 4 common holdings with a 0.1% weight overlap. Combined, they hold 7916 unique securities.

Which pays a higher dividend, UFOX or VXUS?

UFOX yields 0.36% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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