VEU vs VIITX

VEU vs VIITX
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Quick Verdict

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

Lower Fees: VIITXHigher Returns: VEUMore Diversified: VEU

Side-by-Side Comparison

MetricVEUVIITXWinner
Expense Ratio0.04%0.02%
AUM$68.4B-
Dividend Yield2.55%4.59%
Holdings3,9282,599
YTD Return+15.44%-1.85%
1Y Return+27.32%-1.39%
3Y Return (annualized)+21.13%+0.75%
5Y Return (annualized)+9.93%-2.30%
Volatility (annualized)17.7%4.2%
Max Drawdown-62.8%-15.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMar 2, 2007Dec 1, 1997

VEU vs VIITX Performance

Vanguard FTSE All World Ex US ETF (VEU) is a ETF from Vanguard (US) and Vanguard Institutional Intermediate Term Bond Fund Institutional Plus Class (VIITX) is a mutual fund from Vanguard (US). Over the past year VEU returned +27.32% while VIITX returned -1.39%. Year to date, VEU is up 15.44% versus a loss of 1.85% for VIITX.

Over three years, VEU compounded at +21.13% per year against +0.75% for VIITX; over five years the annualized figures are +9.93% and -2.30% respectively. Across the full 5-year window we track, VEU has the edge at +3.59% annualized vs -2.30%. 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 4.2% for VIITX. 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 -15.0% for VIITX. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VEU charges 0.04% per year while VIITX charges 0.02%. On a $10,000 position that is $4 vs $2 annually, a gap of $2 per year that compounds over a long holding period. On income, VEU currently yields 2.55% against 4.59% for VIITX.

Holdings Overlap

0.0%overlap

VEU and VIITX share 0 holdings out of 4006 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, VEU or VIITX?

VEU has an expense ratio of 0.04% while VIITX charges 0.02%. VIITX is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VEU or VIITX?

Over the past year VEU returned +27.32% vs -1.39% for VIITX, so VEU leads on 1-year performance. Over the longest common window we track (5 years), VEU annualized +3.59% vs -2.30% for VIITX. Past performance does not guarantee future results.

Which is riskier, VEU or VIITX?

VEU has been the more volatile fund at 17.7% annualized versus 4.2% for VIITX. Worst drawdown: VEU -62.8% vs VIITX -15.0%.

Should I hold both VEU and VIITX?

VEU and VIITX have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VEU and VIITX?

VEU and VIITX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 4006 unique securities.

Which pays a higher dividend, VEU or VIITX?

VEU yields 2.55% while VIITX yields 4.59%, so VIITX currently pays the higher dividend yield.

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