USDX vs VXUS

USDX vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricUSDXVXUSWinner
Expense Ratio1.08%0.05%
AUM$305M$158.1B
Dividend Yield6.59%2.59%
Holdings138,747
YTD Return+2.75%+15.52%
1Y Return+5.57%+26.73%
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+9.40%
Volatility (annualized)1.1%15.1%
Max Drawdown-0.9%-39.9%
Fund FamilySummit Global InvestmentsVanguard (US)
CategoryMoney MarketEquity
InceptionFeb 29, 2024Jan 26, 2011

USDX vs VXUS Performance

SGI Enhanced Core ETF (USDX) is a ETF from Summit Global Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year USDX returned +5.57% while VXUS returned +26.73%. Year to date, USDX is up 2.75% versus a gain of 15.52% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.1% 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 -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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

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 6.59% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

USDX and VXUS share 0 holdings out of 7876 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, USDX or VXUS?

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

Which performed better, USDX or VXUS?

Over the past year USDX returned +5.57% vs +26.73% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), USDX annualized +6.89% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, USDX or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 1.1% for USDX. Worst drawdown: USDX -0.9% vs VXUS -39.9%.

Should I hold both USDX and VXUS?

USDX and VXUS have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between USDX and VXUS?

USDX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7876 unique securities.

Which pays a higher dividend, USDX or VXUS?

USDX yields 6.59% while VXUS yields 2.59%, so USDX currently pays the higher dividend yield.

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