Quick Verdict

VXUS has a lower expense ratio. XMVM delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: XMVMMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXMVMWinner
Expense Ratio0.05%0.39%
AUM$156.5B$502M
Dividend Yield2.60%1.88%
Holdings8,74781
YTD Return+14.57%+16.05%
1Y Return+27.82%+36.94%
3Y Return (annualized)+19.27%+17.39%
5Y Return (annualized)+9.28%+12.16%
Volatility (annualized)15.1%19.1%
Max Drawdown-39.9%-63.8%
Fund FamilyVanguard (US)Invesco (US)
CategoryEquityEquity
InceptionJan 26, 2011Mar 3, 2005

VXUS vs XMVM Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and Invesco S&P MidCap Value with Momentum ETF (XMVM) is a ETF from Invesco (US). Over the past year VXUS returned +27.82% while XMVM returned +36.94%. Year to date, VXUS is up 14.57% versus a gain of 16.05% for XMVM.

Over three years, VXUS compounded at +19.27% per year against +17.39% for XMVM; over five years the annualized figures are +9.28% and +12.16% respectively. Across the full 16-year window we track, XMVM has the edge at +8.18% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XMVM has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -63.8% for XMVM. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XMVM charges 0.39%. On a $10,000 position that is $5 vs $39 annually, a gap of $34 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 1.88% for XMVM.

Holdings Overlap

0.0%overlap

VXUS and XMVM share 0 holdings out of 7941 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 XMVM?

VXUS has an expense ratio of 0.05% while XMVM charges 0.39%. VXUS is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, VXUS or XMVM?

Over the past year VXUS returned +27.82% vs +36.94% for XMVM, so XMVM leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.86% vs +8.18% for XMVM. Past performance does not guarantee future results.

Which is riskier, VXUS or XMVM?

XMVM has been the more volatile fund at 19.1% annualized versus 15.1% for VXUS. Worst drawdown: VXUS -39.9% vs XMVM -63.8%.

Should I hold both VXUS and XMVM?

VXUS and XMVM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XMVM?

VXUS and XMVM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7941 unique securities.

Which pays a higher dividend, VXUS or XMVM?

VXUS yields 2.60% while XMVM yields 1.88%, so VXUS currently pays the higher dividend yield.

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