VXUS vs XMHQ

VXUS vs XMHQ
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Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXMHQWinner
Expense Ratio0.05%0.25%
AUM$158.1B$5.7B
Dividend Yield2.59%0.57%
Holdings8,74782
YTD Return+14.33%+14.63%
1Y Return+25.32%+16.20%
3Y Return (annualized)+20.47%+15.94%
5Y Return (annualized)+9.72%+11.07%
Volatility (annualized)15.1%17.7%
Max Drawdown-39.9%-58.4%
Fund FamilyVanguard (US)Invesco (US)
CategoryEquityEquity
InceptionJan 26, 2011Dec 1, 2006

VXUS vs XMHQ Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and Invesco S&P MidCap Quality ETF (XMHQ) is a ETF from Invesco (US). Over the past year VXUS returned +25.32% while XMHQ returned +16.20%. Year to date, VXUS is up 14.33% versus a gain of 14.63% for XMHQ.

Over three years, VXUS compounded at +20.47% per year against +15.94% for XMHQ; over five years the annualized figures are +9.72% and +11.07% respectively. Across the full 16-year window we track, XMHQ has the edge at +8.72% annualized vs +4.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XMHQ has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.1% 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 -58.4% for XMHQ. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XMHQ charges 0.25%. On a $10,000 position that is $5 vs $25 annually, a gap of $20 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 0.57% for XMHQ.

Holdings Overlap

0.0%overlap

VXUS and XMHQ share 1 holdings out of 7949 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VXUSWeight in XMHQDifference
AM0.02%0.69%0.67%

Frequently Asked Questions

Which is cheaper, VXUS or XMHQ?

VXUS has an expense ratio of 0.05% while XMHQ charges 0.25%. VXUS is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, VXUS or XMHQ?

Over the past year VXUS returned +25.32% vs +16.20% for XMHQ, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.84% vs +8.72% for XMHQ. Past performance does not guarantee future results.

Which is riskier, VXUS or XMHQ?

XMHQ has been the more volatile fund at 17.7% annualized versus 15.1% for VXUS. Worst drawdown: VXUS -39.9% vs XMHQ -58.4%.

Should I hold both VXUS and XMHQ?

VXUS and XMHQ have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XMHQ?

VXUS and XMHQ share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7949 unique securities.

Which pays a higher dividend, VXUS or XMHQ?

VXUS yields 2.59% while XMHQ yields 0.57%, so VXUS currently pays the higher dividend yield.

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