VXUS vs XLRI

VXUS vs XLRI

Which is better, VXUS or XLRI?

VXUS has been ahead.

VXUS has a lower expense ratio. VXUS led over 1Y 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

MetricVXUSXLRI
Expense Ratio0.05%Best0.35%
AUM$158.1B$3M
Dividend Yield2.51%14.54%
Holdings8,7473
YTD Return+12.57%Best+4.28%
1Y Return+19.71%Best+3.81%
3Y Return (annualized)+19.25%-
5Y Return (annualized)+8.59%-
Volatility (annualized)13.5%9.4%Best
Max Drawdown-11.3%-7.1%Best
$10,000 over 1.1 years$12,697Best$10,447
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 26, 2011Jul 29, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 30, 2025 to Sep 15, 2026 (1.1 years).

VXUS vs XLRI 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 1.1 years both funds cover.

VXUS vs XLRI Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) is an ETF from State Street Investment Management. Over the past year VXUS returned +19.71% while XLRI returned +3.81%. Year to date, VXUS is up 12.57% versus a gain of 4.28% for XLRI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 9.4% for XLRI. 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 -11.3% for VXUS and -7.1% for XLRI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XLRI 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 2.51% against 14.54% for XLRI.

Holdings Overlap

We hold position weights for 8,082 holdings in VXUS and 2 in XLRI, totalling 88.8% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 2 in XLRI, against full books of 8,747 and 3.

You are not choosing between two funds in isolation.

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

VXUSXLRI

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Frequently Asked Questions

Which is cheaper, VXUS or XLRI?

VXUS has an expense ratio of 0.05% while XLRI charges 0.35%. VXUS is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, VXUS or XLRI?

Over the past year VXUS returned +19.71% vs +3.81% for XLRI, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), VXUS annualized +24.24% vs +4.06% for XLRI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XLRI?

VXUS has been the more volatile fund at 13.5% annualized versus 9.4% for XLRI. Worst drawdown: VXUS -11.3% vs XLRI -7.1%.

Should I hold both VXUS and XLRI?

VXUS and XLRI have a monthly-return correlation of 0.74, 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 XLRI?

VXUS yields 2.51% while XLRI yields 14.54%, so XLRI currently pays the higher dividend yield.

Is XLRI better than VXUS?

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