VXUS vs XLEI

VXUS vs XLEI
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Quick Verdict

VXUS has a lower expense ratio. XLEI delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: XLEIMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXLEIWinner
Expense Ratio0.05%0.35%
AUM$158.1B$57M
Dividend Yield2.59%18.44%
Holdings8,7476
YTD Return+13.56%+28.22%
1Y Return+24.30%+40.96%
3Y Return (annualized)+20.24%-
5Y Return (annualized)+9.37%-
Volatility (annualized)15.1%14.2%
Max Drawdown-39.9%-8.2%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionJan 26, 2011Jul 29, 2025

VXUS vs XLEI Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and State Street Energy Select Sector SPDR Premium Income ETF (XLEI) is a ETF from State Street Investment Management. Over the past year VXUS returned +24.30% while XLEI returned +40.96%. Year to date, VXUS is up 13.56% versus a gain of 28.22% for XLEI.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.2% for XLEI. 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 -8.2% for XLEI. 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 -0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VXUS charges 0.05% per year while XLEI charges 0.35%. On a $10,000 position that is $5 vs $35 annually, a gap of $30 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 18.44% for XLEI.

Holdings Overlap

0.0%overlap

VXUS and XLEI share 0 holdings out of 7870 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 XLEI?

VXUS has an expense ratio of 0.05% while XLEI charges 0.35%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, VXUS or XLEI?

Over the past year VXUS returned +24.30% vs +40.96% for XLEI, so XLEI leads on 1-year performance. Over the longest common window we track (1 years), VXUS annualized +4.79% vs +36.42% for XLEI. Past performance does not guarantee future results.

Which is riskier, VXUS or XLEI?

VXUS has been the more volatile fund at 15.1% annualized versus 14.2% for XLEI. Worst drawdown: VXUS -39.9% vs XLEI -8.2%.

Should I hold both VXUS and XLEI?

VXUS and XLEI have a monthly-return correlation of -0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XLEI?

VXUS and XLEI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7870 unique securities.

Which pays a higher dividend, VXUS or XLEI?

VXUS yields 2.59% while XLEI yields 18.44%, so XLEI currently pays the higher dividend yield.

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