VXUS vs WTRE
Vanguard Total International Stock ETF vs WisdomTree New Economy Real Estate Fund
Which is better, VXUS or WTRE?
Large Cap Blend against Large Cap Value.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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
| Metric | VXUS | WTRE |
|---|---|---|
| Expense Ratio | 0.05%Best | 0.58% |
| AUM | $158.1B | $15M |
| Dividend Yield | 2.51% | 2.40% |
| Holdings | 8,747 | 69 |
| YTD Return | +14.94%Best | +10.19% |
| 1Y Return | +21.99%Best | +9.08% |
| 3Y Return (annualized) | +20.89%Best | +16.70% |
| 5Y Return (annualized) | +9.48%Best | +0.94% |
| Volatility (annualized) | 15.0%Best | 18.4% |
| Max Drawdown | -39.9%Best | -54.3% |
| $10,000 over 5 years | $15,728Best | $10,479 |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 26, 2011 | Jun 5, 2007 |
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 22, 2026 (15.6 years).
VXUS vs WTRE 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 WTRE Performance
Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and WisdomTree New Economy Real Estate Fund (WTRE) is an ETF from WisdomTree Investments. Over the past year VXUS returned +21.99% while WTRE returned +9.08%. Year to date, VXUS is up 14.94% versus a gain of 10.19% for WTRE.
Over three years, VXUS compounded at +20.89% per year against +16.70% for WTRE; over five years the annualized figures are +9.48% and +0.94% respectively. Across the full 16-year window we track, VXUS has the edge at +4.84% annualized vs -0.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTRE has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -54.3% for WTRE. 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 WTRE charges 0.58%. On a $10,000 position that is $5 vs $58 annually, a gap of $53 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 2.40% for WTRE.
Holdings Overlap
At least 30.0% of WTRE'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.
The two portfolios partly overlap.
25 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 61 in WTRE, against full books of 8,747 and 69.
Top Shared Holdings
| Stock | Weight in VXUS | Weight in WTRE | Difference |
|---|---|---|---|
| GMG:AUGoodman Group | 0.09% | 4.64% | 4.55% |
| CLNX:MACellnex Telecom S.A.U. | 0.04% | 3.43% | 3.39% |
| SGRO:LNSegro Plc | 0.04% | 3.15% | 3.11% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.00% | 1.99% | 1.99% |
| A17U:SIAscendas Real Estate Investment Tr | 0.02% | 1.68% | 1.66% |
| NXT:AUNextdc Ltd. | 0.05% | 1.36% | 1.31% |
| WDP:BRWarehouses De Pauw Nv | 0.01% | 1.31% | 1.30% |
| LMPL:LNLondonmetric Property Plc | 0.01% | 1.25% | 1.24% |
| BBOXT:LNTritax Big Box Reit Plc | 0.01% | 1.18% | 1.17% |
| KEPE:SIKeppel Dc REIT | 0.01% | 1.10% | 1.09% |
30.0% of WTRE 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VXUS or WTRE?
VXUS has an expense ratio of 0.05% while WTRE charges 0.58%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, VXUS or WTRE?
Over the past year VXUS returned +21.99% vs +9.08% for WTRE, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.84% vs -0.22% for WTRE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VXUS or WTRE?
WTRE has been the more volatile fund at 18.4% annualized versus 15.0% for VXUS. Worst drawdown: VXUS -39.9% vs WTRE -54.3%.
Should I hold both VXUS and WTRE?
VXUS and WTRE 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 WTRE?
At least 30.0% of WTRE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 61 in WTRE.
Which pays a higher dividend, VXUS or WTRE?
VXUS yields 2.51% while WTRE yields 2.40%, so VXUS currently pays the higher dividend yield.
Is WTRE 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.