VXUS vs WOOD

VXUS vs WOOD

Which is better, VXUS or WOOD?

VXUS has been ahead.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricVXUSWOOD
Expense Ratio0.05%Best0.39%
AUM$158.1B$272M
Dividend Yield2.59%2.34%
Holdings8,74742
YTD Return+16.15%Best-0.64%
1Y Return+27.58%Best-1.93%
3Y Return (annualized)+20.48%Best+0.92%
5Y Return (annualized)+9.09%Best-2.82%
Volatility (annualized)15.0%Best19.1%
Max Drawdown-39.9%Best-52.4%
$10,000 over 5 years$15,450Best$8,667
Fund FamilyVanguard (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 26, 2011Jun 24, 2008

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

VXUS vs WOOD 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 15.6 years both funds cover.

VXUS vs WOOD Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and iShares Global Timber & Forestry ETF (WOOD) is an ETF from iShares by BlackRock (US). Over the past year VXUS returned +27.58% while WOOD returned -1.93%. Year to date, VXUS is up 16.15% versus a loss of 0.64% for WOOD.

Over three years, VXUS compounded at +20.48% per year against +0.92% for WOOD; over five years the annualized figures are +9.09% and -2.82% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +3.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WOOD has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 15.0% 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 -52.4% for WOOD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while WOOD charges 0.39%. On a $10,000 position that is $5 vs $39 annually, a gap of $34 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 2.34% for WOOD.

Holdings Overlap

WOOD already in VXUS60.5%

At least 60.5% of WOOD'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.

The two portfolios partly overlap.

15 positions in common, counted across the 8,094 positions we hold weights for in VXUS and 26 in WOOD, against full books of 8,747 and 42.

Top Shared Holdings

StockWeight in VXUSWeight in WOODDifference
SUZB3:BVSuzano Sa Common Stock0.01%7.37%7.36%
MNDI:LNMondi Plc0.01%7.17%7.16%
UPM:FIUpm-kymmene Oyj0.03%5.42%5.39%
2689:HKNine Dragons Paper Holdings Ltd0.00%5.32%5.32%
3861:JPOji Holdings Corp0.01%4.59%4.58%
KLBN11:BVKlabin Sa0.01%4.44%4.43%
STERV:FIStora Enso Oyj0.01%4.29%4.28%
WFG:CAWest Fraser Timber Ltd0.01%4.23%4.22%
HOLM.B:STHolmen Ab0.00%4.07%4.07%
1911:JPSumitomo Forestry Co. Ltd. Com Stk0.01%3.70%3.69%

60.5% of WOOD is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VXUSWOOD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or WOOD?

VXUS has an expense ratio of 0.05% while WOOD charges 0.39%. VXUS is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, VXUS or WOOD?

Over the past year VXUS returned +27.58% vs -1.93% for WOOD, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.93% vs +3.32% for WOOD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or WOOD?

WOOD has been the more volatile fund at 19.1% annualized versus 15.0% for VXUS. Worst drawdown: VXUS -39.9% vs WOOD -52.4%.

Should I hold both VXUS and WOOD?

VXUS and WOOD have a monthly-return correlation of 0.78, 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 WOOD?

At least 60.5% of WOOD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 8,094 positions we hold weights for in VXUS and 26 in WOOD.

Which pays a higher dividend, VXUS or WOOD?

VXUS yields 2.59% while WOOD yields 2.34%, so VXUS currently pays the higher dividend yield.

Is WOOD better than VXUS?

VXUS has a lower expense ratio. VXUS 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.