VXUS vs WLTG

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSWLTGWinner
Expense Ratio0.05%0.74%
AUM$156.5B$79M
Dividend Yield2.60%4.15%
Holdings8,74737
YTD Return+14.57%+10.52%
1Y Return+27.82%+23.91%
3Y Return (annualized)+19.27%+22.73%
5Y Return (annualized)+9.28%-
Volatility (annualized)15.1%13.8%
Max Drawdown-39.9%-25.1%
Fund FamilyVanguard (US)WealthTrust Asset Management
CategoryEquityEquity
InceptionJan 26, 2011Dec 6, 2021

VXUS vs WLTG Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and WealthTrust DBS Long Term Growth ETF (WLTG) is a ETF from WealthTrust Asset Management. Over the past year VXUS returned +27.82% while WLTG returned +23.91%. Year to date, VXUS is up 14.57% versus a gain of 10.52% for WLTG.

Over three years, VXUS compounded at +19.27% per year against +22.73% for WLTG. Across the full 5-year window we track, WLTG has the edge at +10.75% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.8% for WLTG. 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 -25.1% for WLTG. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while WLTG charges 0.74%. On a $10,000 position that is $5 vs $74 annually, a gap of $69 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 4.15% for WLTG.

Holdings Overlap

0.0%overlap

VXUS and WLTG share 0 holdings out of 7897 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, VXUS or WLTG?

VXUS has an expense ratio of 0.05% while WLTG charges 0.74%. VXUS is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, VXUS or WLTG?

Over the past year VXUS returned +27.82% vs +23.91% for WLTG, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), VXUS annualized +4.86% vs +10.75% for WLTG. Past performance does not guarantee future results.

Which is riskier, VXUS or WLTG?

VXUS has been the more volatile fund at 15.1% annualized versus 13.8% for WLTG. Worst drawdown: VXUS -39.9% vs WLTG -25.1%.

Should I hold both VXUS and WLTG?

VXUS and WLTG have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and WLTG?

VXUS and WLTG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7897 unique securities.

Which pays a higher dividend, VXUS or WLTG?

VXUS yields 2.60% while WLTG yields 4.15%, so WLTG currently pays the higher dividend yield.

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