VXUS vs WLDR

VXUS vs WLDR

Which is better, VXUS or WLDR?

Large Cap Blend against Large Cap Value.

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

Lower Fees: VXUSHigher Returns: WLDR

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

MetricVXUSWLDR
Expense Ratio0.05%Best0.67%
AUM$158.1B$98M
Dividend Yield2.51%1.26%
Holdings8,747117
YTD Return+13.35%+32.33%Best
1Y Return+22.44%+43.90%Best
3Y Return (annualized)+19.44%+31.94%Best
5Y Return (annualized)+8.82%+19.13%Best
Volatility (annualized)15.8%Best18.6%
Max Drawdown-39.9%Best-47.1%
$10,000 over 5 years$15,260$23,994Best
Fund FamilyVanguard (US)Simplify Exchange Traded Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 26, 2011Jan 16, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 17, 2018 to Sep 10, 2026 (8.6 years).

VXUS vs WLDR 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 8.6 years both funds cover.

VXUS vs WLDR Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and Simplify Affinity World Leaders Equity ETF (WLDR) is an ETF from Simplify Exchange Traded Funds. Over the past year VXUS returned +22.44% while WLDR returned +43.90%. Year to date, VXUS is up 13.35% versus a gain of 32.33% for WLDR.

Over three years, VXUS compounded at +19.44% per year against +31.94% for WLDR; over five years the annualized figures are +8.82% and +19.13% respectively. Across the full 9-year window we track, WLDR has the edge at +11.57% annualized vs +6.37%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WLDR has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.8% 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 -39.9% for VXUS and -47.1% for WLDR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while WLDR charges 0.67%. On a $10,000 position that is $5 vs $67 annually, a gap of $62 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 1.26% for WLDR.

Holdings Overlap

WLDR already in VXUS19.8%

At least 19.8% of WLDR'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.

WLDR and VXUS share little of their money.

42 positions in common, counted across the 8,091 positions we hold weights for in VXUS and 112 in WLDR, against full books of 8,747 and 117.

Top Shared Holdings

StockWeight in VXUSWeight in WLDRDifference
285A:JPKioxia Holdings Corp0.43%0.94%0.51%
8316:JPSumitomo Mitsui Financial Group Inc. Shs0.31%0.99%0.68%
BBVA:MABanco Bilbao Vizcaya Argentaria S.A. Reg Shs0.31%0.97%0.66%
SHELShell plc0.48%0.71%0.23%
ISP:MIIntesa Sanpaolo SpA Shs0.23%0.91%0.68%
NWG:LNNatWest Group PLC0.16%0.83%0.67%
RR:LNRolls-Royce Holdings PLC Ord Gbp0.200.36%0.62%0.26%
ABBN:SMABB Ltd. - Ordinary Shares0.37%0.58%0.21%
4578:JPOtsuka Holdings Co., Ltd. Com Stk0.07%0.76%0.69%
4503:JPAstellas Pharma Inc. Com Stk0.05%0.59%0.54%

You are not choosing between two funds in isolation.

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

VXUSWLDR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or WLDR?

VXUS has an expense ratio of 0.05% while WLDR charges 0.67%. VXUS is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, VXUS or WLDR?

Over the past year VXUS returned +22.44% vs +43.90% for WLDR, so WLDR leads on 1-year performance. Over the longest common window we track (9 years), VXUS annualized +6.37% vs +11.57% for WLDR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or WLDR?

WLDR has been the more volatile fund at 18.6% annualized versus 15.8% for VXUS. Worst drawdown: VXUS -39.9% vs WLDR -47.1%.

Should I hold both VXUS and WLDR?

VXUS and WLDR have a monthly-return correlation of 0.87, 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 WLDR?

At least 19.8% of WLDR's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 42 positions in common, counted across the 8,091 positions we hold weights for in VXUS and 112 in WLDR.

Which pays a higher dividend, VXUS or WLDR?

VXUS yields 2.51% while WLDR yields 1.26%, so VXUS currently pays the higher dividend yield.

Is WLDR better than VXUS?

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