VXUS vs XJUN

VXUS vs XJUN

Which is better, VXUS or XJUN?

Large Cap Blend against Option Writing.

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

MetricVXUSXJUN
Expense Ratio0.05%Best0.85%
AUM$158.1B$139M
Dividend Yield2.51%0.00%
Holdings8,74712
YTD Return+13.64%Best+5.25%
1Y Return+20.82%Best+7.46%
3Y Return (annualized)+19.58%Best+10.27%
5Y Return (annualized)+9.14%Best+8.66%
Volatility (annualized)15.0%5.8%Best
Max Drawdown-29.4%-9.1%Best
$10,000 over 5 years$15,485Best$15,148
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 26, 2011Jul 12, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2021 to Sep 17, 2026 (5.2 years).

VXUS vs XJUN 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 5.2 years both funds cover.

VXUS vs XJUN Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - June (XJUN) is an ETF from First Trust Portfolios (US). Over the past year VXUS returned +20.82% while XJUN returned +7.46%. Year to date, VXUS is up 13.64% versus a gain of 5.25% for XJUN.

Over three years, VXUS compounded at +19.58% per year against +10.27% for XJUN; over five years the annualized figures are +9.14% and +8.66% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 5.8% for XJUN. 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 -9.1% for XJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 XJUN charges 0.85%. On a $10,000 position that is $5 vs $85 annually, a gap of $80 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 0.00% for XJUN.

You are not choosing between two funds in isolation.

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

VXUSXJUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or XJUN?

VXUS has an expense ratio of 0.05% while XJUN charges 0.85%. VXUS is the cheaper option, by $80 a year on a $10,000 investment.

Which performed better, VXUS or XJUN?

Over the past year VXUS returned +20.82% vs +7.46% for XJUN, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XJUN?

VXUS has been the more volatile fund at 15.0% annualized versus 5.8% for XJUN. Worst drawdown: VXUS -29.4% vs XJUN -9.1%.

Should I hold both VXUS and XJUN?

VXUS and XJUN have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VXUS or XJUN?

VXUS yields 2.51% while XJUN yields 0.00%, so VXUS currently pays the higher dividend yield.

Is XJUN 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.