UJB vs VXUS

UJB vs VXUS

Which is better, UJB or VXUS?

Trading-Inverse Equity against Large Cap Blend.

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

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

MetricUJBVXUS
Expense Ratio0.95%0.05%Best
AUM$11M$158.1B
Dividend Yield3.17%2.51%
Holdings68,747
YTD Return-0.40%+12.82%Best
1Y Return+0.72%+19.86%Best
3Y Return (annualized)+10.30%+19.33%Best
5Y Return (annualized)+2.05%+9.46%Best
Volatility (annualized)15.3%15.1%Best
Max Drawdown-40.5%-39.9%Best
$10,000 over 5 years$11,068$15,714Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionApr 13, 2011Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 14, 2011 to Sep 18, 2026 (15.4 years).

UJB 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 15.4 years both funds cover.

UJB vs VXUS Performance

ProShares Ultra High Yield ETF (UJB) is an ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year UJB returned +0.72% while VXUS returned +19.86%. Year to date, UJB is down 0.40% versus a gain of 12.82% for VXUS.

Over three years, UJB compounded at +10.30% per year against +19.33% for VXUS; over five years the annualized figures are +2.05% and +9.46% respectively. Across the full 15-year window we track, UJB has the edge at +5.19% annualized vs +4.50%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UJB has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -40.5% for UJB 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

UJB 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, UJB currently yields 3.17% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 1 holding in UJB and 8,082 in VXUS, totalling 18.1% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in UJB and 8,082 in VXUS, against full books of 6 and 8,747.

You are not choosing between two funds in isolation.

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

UJBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UJB or VXUS?

UJB has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option, by $90 a year on a $10,000 investment.

Which performed better, UJB or VXUS?

Over the past year UJB returned +0.72% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (15 years), UJB annualized +5.19% vs +4.50% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UJB or VXUS?

UJB has been the more volatile fund at 15.3% annualized versus 15.1% for VXUS. Worst drawdown: UJB -40.5% vs VXUS -39.9%.

Should I hold both UJB and VXUS?

UJB and VXUS have a monthly-return correlation of 0.71, 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, UJB or VXUS?

UJB yields 3.17% while VXUS yields 2.51%, so UJB currently pays the higher dividend yield.

Is VXUS better than UJB?

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