VOTE vs VXUS

VOTE vs VXUS

Which is better, VOTE or VXUS?

Each has led over a different period.

VOTE led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: TiedHigher 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

MetricVOTEVXUS
Expense Ratio0.05%Tie0.05%Tie
AUM$1.1B$158.1B
Dividend Yield0.92%2.51%
Holdings5098,747
YTD Return+11.67%+12.57%Best
1Y Return+15.88%+19.71%Best
3Y Return (annualized)+21.19%Best+19.25%
5Y Return (annualized)+12.26%Best+8.59%
Volatility (annualized)15.8%14.9%Best
Max Drawdown-25.7%Best-29.4%
$10,000 over 5 years$17,829Best$15,099
Fund FamilyTCW ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 22, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 23, 2021 to Sep 15, 2026 (5.2 years).

VOTE 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 5.2 years both funds cover.

VOTE vs VXUS Performance

TCW Transform 500 ETF (VOTE) is an ETF from TCW ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year VOTE returned +15.88% while VXUS returned +19.71%. Year to date, VOTE is up 11.67% versus a gain of 12.57% for VXUS.

Over three years, VOTE compounded at +21.19% per year against +19.25% for VXUS; over five years the annualized figures are +12.26% and +8.59% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOTE has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.9% 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 -25.7% for VOTE and -29.4% 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VOTE charges 0.05% per year while VXUS charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, VOTE currently yields 0.92% against 2.51% for VXUS.

Holdings Overlap

VOTE already in VXUS0.3%

At least 0.3% of VOTE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

5 positions in common, counted across the 501 positions we hold weights for in VOTE and 8,082 in VXUS, against full books of 509 and 8,747.

Top Shared Holdings

StockWeight in VOTEWeight in VXUSDifference
MKLMarkel Group Inc0.03%0.76%0.73%
HBANHuntington Bancshares Inc./Oh0.05%0.05%0.00%
SRESempra Common Stock0.08%0.00%0.08%
HALHalliburton Co.0.04%0.02%0.02%
KRKroger Co.0.05%0.00%0.05%

You are not choosing between two funds in isolation.

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

VOTEVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOTE or VXUS?

VOTE has an expense ratio of 0.05% while VXUS charges 0.05%. At the precision these are quoted to, they cost the same.

Which performed better, VOTE or VXUS?

Over the past year VOTE returned +15.88% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOTE or VXUS?

VOTE has been the more volatile fund at 15.8% annualized versus 14.9% for VXUS. Worst drawdown: VOTE -25.7% vs VXUS -29.4%.

Should I hold both VOTE and VXUS?

VOTE and VXUS have a monthly-return correlation of 0.79, 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, VOTE or VXUS?

VOTE yields 0.92% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than VOTE?

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