VXUS vs WINN

VXUS vs WINN

Which is better, VXUS or WINN?

Large Cap Blend against Large Cap Growth.

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

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

MetricVXUSWINN
Expense Ratio0.05%Best0.57%
AUM$158.1B$1.2B
Dividend Yield2.51%0.00%
Holdings8,74775
YTD Return+12.57%Best+6.71%
1Y Return+19.71%Best+6.50%
3Y Return (annualized)+19.25%+21.30%Best
5Y Return (annualized)+8.59%-
Volatility (annualized)15.3%Best21.0%
Max Drawdown-26.9%Best-32.1%
$10,000 over 4.6 years$15,869$17,869Best
Fund FamilyVanguard (US)Harbor Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 26, 2011Feb 2, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 3, 2022 to Sep 15, 2026 (4.6 years).

VXUS vs WINN 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 4.6 years both funds cover.

VXUS vs WINN Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year VXUS returned +19.71% while WINN returned +6.50%. Year to date, VXUS is up 12.57% versus a gain of 6.71% for WINN.

Over three years, VXUS compounded at +19.25% per year against +21.30% for WINN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WINN has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 15.3% 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 -26.9% for VXUS and -32.1% for WINN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VXUS charges 0.05% per year while WINN charges 0.57%. On a $10,000 position that is $5 vs $57 annually, a gap of $52 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 0.00% for WINN.

Holdings Overlap

WINN already in VXUS1.0%

At least 1.0% of WINN'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.

2 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 73 in WINN, against full books of 8,747 and 75.

Top Shared Holdings

StockWeight in VXUSWeight in WINNDifference
ASML:ASAsml Holding Nv1.42%0.28%1.14%
SHOP:CAShopify Inc0.32%0.71%0.39%

You are not choosing between two funds in isolation.

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

VXUSWINN

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Frequently Asked Questions

Which is cheaper, VXUS or WINN?

VXUS has an expense ratio of 0.05% while WINN charges 0.57%. VXUS is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, VXUS or WINN?

Over the past year VXUS returned +19.71% vs +6.50% for WINN, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or WINN?

WINN has been the more volatile fund at 21.0% annualized versus 15.3% for VXUS. Worst drawdown: VXUS -26.9% vs WINN -32.1%.

Should I hold both VXUS and WINN?

VXUS and WINN have a monthly-return correlation of 0.63, 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, VXUS or WINN?

VXUS yields 2.51% while WINN yields 0.00%, so VXUS currently pays the higher dividend yield.

Is WINN better than VXUS?

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