UWM vs VXUS

UWM vs VXUS

Which is better, UWM or VXUS?

Multi Alternative against Large Cap Blend.

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

MetricUWMVXUS
Expense Ratio0.95%0.05%Best
AUM$239M$158.1B
Dividend Yield0.83%2.51%
Holdings1,9948,747
YTD Return+24.36%Best+12.21%
1Y Return+32.74%Best+19.22%
3Y Return (annualized)+23.95%Best+19.10%
5Y Return (annualized)+1.96%+8.63%Best
Volatility (annualized)38.7%15.0%Best
Max Drawdown-71.7%-39.9%Best
$10,000 over 5 years$11,019$15,127Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 23, 2007Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 16, 2026 (15.6 years).

UWM 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 15.6 years both funds cover.

UWM vs VXUS Performance

ProShares Ultra Russell2000 (UWM) is an ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year UWM returned +32.74% while VXUS returned +19.22%. Year to date, UWM is up 24.36% versus a gain of 12.21% for VXUS.

Over three years, UWM compounded at +23.95% per year against +19.10% for VXUS; over five years the annualized figures are +1.96% and +8.63% respectively. Across the full 16-year window we track, UWM has the edge at +11.99% annualized vs +4.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UWM has been the more volatile fund, with annualized monthly volatility of 38.7% compared with 15.0% 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 -71.7% for UWM 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

UWM 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, UWM currently yields 0.83% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 1,922 holdings in UWM and 8,082 in VXUS, totalling 67.2% and 88.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 10 positions appear in both.

10 positions in common, counted across the 1,922 positions we hold weights for in UWM and 8,082 in VXUS, against full books of 1,994 and 8,747.

Top Shared Holdings

StockWeight in UWMWeight in VXUSDifference
SSRMSsr Mining Inc0.11%0.01%0.10%
FBKFb Financial Corp0.03%0.04%0.01%
BIPCBrookfield Infrastructure Corporation Class A Ordinary Shares - Subordinate Voting Shares0.06%0.01%0.05%
EFR:CAEnergy Fuels Inc0.05%0.01%0.04%
SIG:LNSignet Jewelers Limited Common Shares0.04%0.02%0.02%
RAILFreightcar America Inc0.00%0.05%0.05%
PPTA:CAPerpetua Resources Corp0.03%0.00%0.03%
CASHMeta Financial Group Inc0.02%0.00%0.02%
SCLStepan Co0.02%0.00%0.02%
CLWClearwater Paper Corp0.00%0.00%0.00%

You are not choosing between two funds in isolation.

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

UWMVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UWM or VXUS?

UWM 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, UWM or VXUS?

Over the past year UWM returned +32.74% vs +19.22% for VXUS, so UWM leads on 1-year performance. Over the longest common window we track (16 years), UWM annualized +11.99% vs +4.69% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UWM or VXUS?

UWM has been the more volatile fund at 38.7% annualized versus 15.0% for VXUS. Worst drawdown: UWM -71.7% vs VXUS -39.9%.

Should I hold both UWM and VXUS?

UWM and VXUS have a monthly-return correlation of 0.76, 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, UWM or VXUS?

UWM yields 0.83% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than UWM?

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