VEA vs VMLUX

Quick Verdict

VEA has a lower expense ratio. VEA delivered stronger 1-year returns. VEA offers more diversification with 3008 holdings.

Lower Fees: VEAHigher Returns: VEAMore Diversified: VEA

Side-by-Side Comparison

MetricVEAVMLUXWinner
Expense Ratio0.03%0.09%
AUM$230.9B$34.1B
Dividend Yield2.57%2.89%
Holdings3,9187,110
YTD Return+15.52%-0.64%
1Y Return+29.08%-0.36%
3Y Return (annualized)+19.97%+0.81%
5Y Return (annualized)+10.09%-0.58%
Volatility (annualized)17.8%2.8%
Max Drawdown-62.9%-8.5%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityTax Preferred
InceptionJul 20, 2007Feb 12, 2001

VEA vs VMLUX Performance

Vanguard FTSE Developed Markets ETF (VEA) is a ETF from Vanguard (US) and Vanguard Limited Term Tax-Exempt Fund admiral class (VMLUX) is a mutual fund from Vanguard (US). Over the past year VEA returned +29.08% while VMLUX returned -0.36%. Year to date, VEA is up 15.52% versus a loss of 0.64% for VMLUX.

Over three years, VEA compounded at +19.97% per year against +0.81% for VMLUX; over five years the annualized figures are +10.09% and -0.58% respectively. Across the full 5-year window we track, VEA has the edge at +3.11% annualized vs -0.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEA has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 2.8% for VMLUX. 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 -62.9% for VEA and -8.5% for VMLUX. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VEA charges 0.03% per year while VMLUX charges 0.09%. On a $10,000 position that is $3 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, VEA currently yields 2.57% against 2.89% for VMLUX.

Holdings Overlap

0.0%overlap

VEA and VMLUX share 0 holdings out of 3923 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, VEA or VMLUX?

VEA has an expense ratio of 0.03% while VMLUX charges 0.09%. VEA is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, VEA or VMLUX?

Over the past year VEA returned +29.08% vs -0.36% for VMLUX, so VEA leads on 1-year performance. Over the longest common window we track (5 years), VEA annualized +3.11% vs -0.58% for VMLUX. Past performance does not guarantee future results.

Which is riskier, VEA or VMLUX?

VEA has been the more volatile fund at 17.8% annualized versus 2.8% for VMLUX. Worst drawdown: VEA -62.9% vs VMLUX -8.5%.

Should I hold both VEA and VMLUX?

VEA and VMLUX have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VEA and VMLUX?

VEA and VMLUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3923 unique securities.

Which pays a higher dividend, VEA or VMLUX?

VEA yields 2.57% while VMLUX yields 2.89%, so VMLUX currently pays the higher dividend yield.

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