USDX vs VXUS

USDX vs VXUS

Which is better, USDX or VXUS?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y 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

MetricUSDXVXUS
Expense Ratio1.08%0.05%Best
AUM$306M$158.1B
Dividend Yield6.43%2.51%
Holdings138,747
YTD Return+3.41%+12.82%Best
1Y Return+5.78%+19.86%Best
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)1.0%Best11.3%
Max Drawdown-0.9%Best-13.6%
$10,000 over 2.6 years$11,920$15,874Best
Fund FamilySummit Global InvestmentsVanguard (US)
CategoryMoney MarketEquity
Style-Large Cap Blend
InceptionFeb 29, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 29, 2024 to Sep 18, 2026 (2.6 years).

USDX 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 2.6 years both funds cover.

USDX vs VXUS Performance

SGI Enhanced Core ETF (USDX) is an ETF from Summit Global Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year USDX returned +5.78% while VXUS returned +19.86%. Year to date, USDX is up 3.41% versus a gain of 12.82% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 1.0% for USDX. 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 -0.9% for USDX and -13.6% 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 -0.04. They move largely independently of each other.

Fees and Cost Over Time

USDX charges 1.08% per year while VXUS charges 0.05%. On a $10,000 position that is $108 vs $5 annually, a gap of $103 per year that compounds over a long holding period. On income, USDX currently yields 6.43% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 7 holdings in USDX and 8,082 in VXUS, totalling 99.1% 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 7 positions we hold weights for in USDX and 8,082 in VXUS, against full books of 13 and 8,747.

You are not choosing between two funds in isolation.

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

USDXVXUS

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Frequently Asked Questions

Which is cheaper, USDX or VXUS?

USDX has an expense ratio of 1.08% while VXUS charges 0.05%. VXUS is the cheaper option, by $103 a year on a $10,000 investment.

Which performed better, USDX or VXUS?

Over the past year USDX returned +5.78% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USDX or VXUS?

VXUS has been the more volatile fund at 11.3% annualized versus 1.0% for USDX. Worst drawdown: USDX -0.9% vs VXUS -13.6%.

Should I hold both USDX and VXUS?

USDX and VXUS have a monthly-return correlation of -0.04, 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, USDX or VXUS?

USDX yields 6.43% while VXUS yields 2.51%, so USDX currently pays the higher dividend yield.

Is VXUS better than USDX?

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