VXUS vs XJH

VXUS vs XJH

Which is better, VXUS or XJH?

Large Cap Blend against Mid Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and 5Y, XJH over 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

MetricVXUSXJH
Expense Ratio0.05%Best0.12%
AUM$158.1B$415M
Dividend Yield2.51%1.09%
Holdings8,747361
YTD Return+12.82%Best+9.17%
1Y Return+19.86%Best+12.00%
3Y Return (annualized)+19.33%Best+13.73%
5Y Return (annualized)+9.46%Best+7.74%
Volatility (annualized)15.0%Best18.4%
Max Drawdown-29.4%-25.1%Best
$10,000 over 5 years$15,714Best$14,517
Fund FamilyVanguard (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionJan 26, 2011Sep 22, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 24, 2020 to Sep 18, 2026 (6 years).

VXUS vs XJH 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 6 years both funds cover.

VXUS vs XJH Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) is an ETF from iShares by BlackRock (US). Over the past year VXUS returned +19.86% while XJH returned +12.00%. Year to date, VXUS is up 12.82% versus a gain of 9.17% for XJH.

Over three years, VXUS compounded at +19.33% per year against +13.73% for XJH; over five years the annualized figures are +9.46% and +7.74% respectively. Across the full 6-year window we track, XJH has the edge at +13.56% annualized vs +12.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XJH 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 -29.4% for VXUS and -25.1% for XJH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XJH charges 0.12%. On a $10,000 position that is $5 vs $12 annually, a gap of $7 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 1.09% for XJH.

Holdings Overlap

XJH already in VXUS1.7%

At least 1.7% of XJH'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.

XJH and VXUS share little of their money.

6 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 347 in XJH, against full books of 8,747 and 361.

Top Shared Holdings

StockWeight in VXUSWeight in XJHDifference
RBA:CARb Global, Inc0.05%0.50%0.45%
CNHCnh Industrial N.V. Nv0.00%0.36%0.36%
EGPEastgroup Properties Inc. Real Estate Investment Trust0.00%0.35%0.35%
AMAntero Midstream Corporationam0.01%0.24%0.23%
BILLBill.Com Holdings, Inc. Common Stock0.00%0.14%0.14%
SMGScotts Miracle-Gro Company0.00%0.09%0.09%

You are not choosing between two funds in isolation.

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

VXUSXJH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or XJH?

VXUS has an expense ratio of 0.05% while XJH charges 0.12%. VXUS is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, VXUS or XJH?

Over the past year VXUS returned +19.86% vs +12.00% for XJH, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), VXUS annualized +12.08% vs +13.56% for XJH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XJH?

XJH has been the more volatile fund at 18.4% annualized versus 15.0% for VXUS. Worst drawdown: VXUS -29.4% vs XJH -25.1%.

Should I hold both VXUS and XJH?

VXUS and XJH have a monthly-return correlation of 0.80, 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 XJH?

At least 1.7% of XJH's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 347 in XJH.

Which pays a higher dividend, VXUS or XJH?

VXUS yields 2.51% while XJH yields 1.09%, so VXUS currently pays the higher dividend yield.

Is XJH better than VXUS?

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