VXUS vs WDNA

VXUS vs WDNA

Which is better, VXUS or WDNA?

Large Cap Blend against Mid Cap Growth.

VXUS has a lower expense ratio. VXUS led over 3Y, 5Y and the full window, WDNA over 1Y.

Lower Fees: VXUSHigher 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

MetricVXUSWDNA
Expense Ratio0.05%Best0.45%
AUM$158.1B$3M
Dividend Yield2.59%3.97%
Holdings8,74787
YTD Return+16.15%+36.41%Best
1Y Return+27.58%+59.48%Best
3Y Return (annualized)+20.48%Best+12.44%
5Y Return (annualized)+9.09%Best-3.05%
Volatility (annualized)14.9%Best23.9%
Max Drawdown-29.4%Best-58.9%
$10,000 over 5 years$15,450Best$8,565
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Growth
InceptionJan 26, 2011Jun 3, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2021 to Sep 4, 2026 (5.3 years).

VXUS vs WDNA 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 5.3 years both funds cover.

VXUS vs WDNA Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and Wisdomtree BioRevolution Fund (WDNA) is an ETF from WisdomTree Investments. Over the past year VXUS returned +27.58% while WDNA returned +59.48%. Year to date, VXUS is up 16.15% versus a gain of 36.41% for WDNA.

Over three years, VXUS compounded at +20.48% per year against +12.44% for WDNA; over five years the annualized figures are +9.09% and -3.05% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WDNA has been the more volatile fund, with annualized monthly volatility of 23.9% 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 -29.4% for VXUS and -58.9% for WDNA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VXUS charges 0.05% per year while WDNA charges 0.45%. On a $10,000 position that is $5 vs $45 annually, a gap of $40 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 3.97% for WDNA.

Holdings Overlap

WDNA already in VXUS5.8%

At least 5.8% of WDNA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

WDNA and VXUS share little of their money.

7 positions in common, counted across the 8,094 positions we hold weights for in VXUS and 79 in WDNA, against full books of 8,747 and 87.

Top Shared Holdings

StockWeight in VXUSWeight in WDNADifference
AZN:LNAstraZeneca PLC0.62%1.54%0.92%
NOVN:SMNovartis Ag – Class N0.65%1.29%0.64%
ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)0.13%0.85%0.72%
SYENS:BRSyensqo Sa0.01%0.75%0.74%
NUF:AUNufarm Ltd/australia0.00%0.53%0.53%
ONT:LNOxford Nanopore Technologies P0.00%0.41%0.41%
GNS:LNGenus Plc Common Stock GBP.10.00%0.38%0.38%

You are not choosing between two funds in isolation.

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

VXUSWDNA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or WDNA?

VXUS has an expense ratio of 0.05% while WDNA charges 0.45%. VXUS is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, VXUS or WDNA?

Over the past year VXUS returned +27.58% vs +59.48% for WDNA, so WDNA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or WDNA?

WDNA has been the more volatile fund at 23.9% annualized versus 14.9% for VXUS. Worst drawdown: VXUS -29.4% vs WDNA -58.9%.

Should I hold both VXUS and WDNA?

VXUS and WDNA have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VXUS and WDNA?

At least 5.8% of WDNA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 8,094 positions we hold weights for in VXUS and 79 in WDNA.

Which pays a higher dividend, VXUS or WDNA?

VXUS yields 2.59% while WDNA yields 3.97%, so WDNA currently pays the higher dividend yield.

Is WDNA better than VXUS?

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