VEU vs VIPIX

VEU vs VIPIX
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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

MetricVEUVIPIXWinner
Expense Ratio0.04%0.07%
AUM$68.4B$12.4B
Dividend Yield2.55%5.21%
Holdings3,92863
YTD Return+15.44%-0.53%
1Y Return+27.32%-2.41%
3Y Return (annualized)+21.13%+0.00%
5Y Return (annualized)+9.93%-4.69%
Volatility (annualized)17.7%6.7%
Max Drawdown-62.8%-24.5%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMar 2, 2007Dec 12, 2003

VEU vs VIPIX Performance

Vanguard FTSE All World Ex US ETF (VEU) is a ETF from Vanguard (US) and Vanguard Inflation Protected Securities Fund Insti Shs (VIPIX) is a mutual fund from Vanguard (US). Over the past year VEU returned +27.32% while VIPIX returned -2.41%. Year to date, VEU is up 15.44% versus a loss of 0.53% for VIPIX.

Over three years, VEU compounded at +21.13% per year against +0.00% for VIPIX; over five years the annualized figures are +9.93% and -4.69% respectively. Across the full 5-year window we track, VEU has the edge at +3.59% annualized vs -4.69%. 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 6.7% for VIPIX. 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 -24.5% for VIPIX. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VEU charges 0.04% per year while VIPIX charges 0.07%. On a $10,000 position that is $4 vs $7 annually, a gap of $3 per year that compounds over a long holding period. On income, VEU currently yields 2.55% against 5.21% for VIPIX.

Holdings Overlap

0.0%overlap

VEU and VIPIX share 0 holdings out of 2876 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 VIPIX?

VEU has an expense ratio of 0.04% while VIPIX charges 0.07%. VEU is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, VEU or VIPIX?

Over the past year VEU returned +27.32% vs -2.41% for VIPIX, so VEU leads on 1-year performance. Over the longest common window we track (5 years), VEU annualized +3.59% vs -4.69% for VIPIX. Past performance does not guarantee future results.

Which is riskier, VEU or VIPIX?

VEU has been the more volatile fund at 17.7% annualized versus 6.7% for VIPIX. Worst drawdown: VEU -62.8% vs VIPIX -24.5%.

Should I hold both VEU and VIPIX?

VEU and VIPIX have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VEU and VIPIX?

VEU and VIPIX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2876 unique securities.

Which pays a higher dividend, VEU or VIPIX?

VEU yields 2.55% while VIPIX yields 5.21%, so VIPIX currently pays the higher dividend yield.

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See what your portfolio actually owns
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