VXUS vs XOCT

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXOCTWinner
Expense Ratio0.05%0.85%
AUM$156.5B$72M
Dividend Yield2.60%0.00%
Holdings8,7476
YTD Return+14.57%+5.98%
1Y Return+27.82%+10.62%
3Y Return (annualized)+19.27%-
5Y Return (annualized)+9.28%-
Volatility (annualized)15.1%4.7%
Max Drawdown-39.9%-10.0%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionJan 26, 2011Oct 20, 2023

VXUS vs XOCT Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - October (XOCT) is a ETF from First Trust Portfolios (US). Over the past year VXUS returned +27.82% while XOCT returned +10.62%. Year to date, VXUS is up 14.57% versus a gain of 5.98% for XOCT.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.7% for XOCT. 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 -10.0% for XOCT. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VXUS charges 0.05% per year while XOCT 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 2.60% against 0.00% for XOCT.

Holdings Overlap

0.0%overlap

VXUS and XOCT share 0 holdings out of 7862 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 XOCT?

VXUS has an expense ratio of 0.05% while XOCT charges 0.85%. VXUS is the cheaper option. On a $10,000 investment, that is $80 per year of difference.

Which performed better, VXUS or XOCT?

Over the past year VXUS returned +27.82% vs +10.62% for XOCT, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), VXUS annualized +4.86% vs +10.50% for XOCT. Past performance does not guarantee future results.

Which is riskier, VXUS or XOCT?

VXUS has been the more volatile fund at 15.1% annualized versus 4.7% for XOCT. Worst drawdown: VXUS -39.9% vs XOCT -10.0%.

Should I hold both VXUS and XOCT?

VXUS and XOCT have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XOCT?

VXUS and XOCT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, VXUS or XOCT?

VXUS yields 2.60% while XOCT yields 0.00%, so VXUS currently pays the higher dividend yield.

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