VEU vs VGHAX

VEU vs VGHAX
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Quick Verdict

VEU has a lower expense ratio. VEU delivered stronger 1-year returns. VEU offers more diversification with 3,928 holdings.

Lower Fees: VEUHigher Returns: VEUMore Diversified: VEU

Side-by-Side Comparison

MetricVEUVGHAXWinner
Expense Ratio0.04%0.27%
AUM$68.4B$32.8B
Dividend Yield2.55%6.45%
Holdings3,928109
YTD Return+15.44%+6.28%
1Y Return+27.32%+23.01%
3Y Return (annualized)+21.13%+1.17%
5Y Return (annualized)+9.93%-2.22%
Volatility (annualized)17.7%15.6%
Max Drawdown-62.8%-33.6%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 2, 2007Nov 12, 2001

VEU vs VGHAX Performance

Vanguard FTSE All World Ex US ETF (VEU) is a ETF from Vanguard (US) and Vanguard Health Care Fund Admiral Shares (VGHAX) is a mutual fund from Vanguard (US). Over the past year VEU returned +27.32% while VGHAX returned +23.01%. Year to date, VEU is up 15.44% versus a gain of 6.28% for VGHAX.

Over three years, VEU compounded at +21.13% per year against +1.17% for VGHAX; over five years the annualized figures are +9.93% and -2.22% respectively. Across the full 5-year window we track, VEU has the edge at +3.59% annualized vs -2.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEU has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.6% for VGHAX. 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 -62.8% for VEU and -33.6% for VGHAX. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VEU charges 0.04% per year while VGHAX charges 0.27%. On a $10,000 position that is $4 vs $27 annually, a gap of $23 per year that compounds over a long holding period. On income, VEU currently yields 2.55% against 6.45% for VGHAX.

Holdings Overlap

3.3%overlap

VEU and VGHAX share 13 holdings out of 2894 unique holdings combined, representing a 3.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VEUWeight in VGHAXDifference
AZN:LN0.78%5.27%4.49%
GSK:LN0.29%3.40%3.11%
NOVN:SM0.80%1.69%0.89%
ARGX:ASProProPro
UCB:BRProProPro
ROG:SMProProPro
4519:JPProProPro
4578:JPProProPro
4568:JPProProPro
4523:JPProProPro
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Frequently Asked Questions

Which is cheaper, VEU or VGHAX?

VEU has an expense ratio of 0.04% while VGHAX charges 0.27%. VEU is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, VEU or VGHAX?

Over the past year VEU returned +27.32% vs +23.01% for VGHAX, so VEU leads on 1-year performance. Over the longest common window we track (5 years), VEU annualized +3.59% vs -2.22% for VGHAX. Past performance does not guarantee future results.

Which is riskier, VEU or VGHAX?

VEU has been the more volatile fund at 17.7% annualized versus 15.6% for VGHAX. Worst drawdown: VEU -62.8% vs VGHAX -33.6%.

Should I hold both VEU and VGHAX?

VEU and VGHAX have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VEU and VGHAX?

VEU and VGHAX share 13 common holdings with a 3.3% weight overlap. Combined, they hold 2894 unique securities.

Which pays a higher dividend, VEU or VGHAX?

VEU yields 2.55% while VGHAX yields 6.45%, so VGHAX currently pays the higher dividend yield.

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