VXUS vs XOVR

VXUS vs XOVR

Which is better, VXUS or XOVR?

Large Cap Blend against Large Cap Growth.

VXUS has a lower expense ratio. VXUS led over 1Y and 5Y, XOVR over 3Y and the full window.

Lower Fees: VXUSHigher Returns: split

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

MetricVXUSXOVR
Expense Ratio0.05%Best1.81%
AUM$158.1B$1.6B
Dividend Yield2.51%0.00%
Holdings8,74733
YTD Return+12.57%Best+2.75%
1Y Return+19.71%Best-2.19%
3Y Return (annualized)+19.25%+20.02%Best
5Y Return (annualized)+8.59%Best+4.72%
Volatility (annualized)15.8%Best24.1%
Max Drawdown-39.9%Best-56.3%
$10,000 over 5 years$15,099Best$12,594
Fund FamilyVanguard (US)ERShares
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 26, 2011Nov 7, 2017

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 8, 2017 to Sep 15, 2026 (8.9 years).

VXUS vs XOVR 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 8.9 years both funds cover.

VXUS vs XOVR Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year VXUS returned +19.71% while XOVR returned -2.19%. Year to date, VXUS is up 12.57% versus a gain of 2.75% for XOVR.

Over three years, VXUS compounded at +19.25% per year against +20.02% for XOVR; over five years the annualized figures are +8.59% and +4.72% respectively. Across the full 9-year window we track, XOVR has the edge at +10.46% annualized vs +6.87%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XOVR has been the more volatile fund, with annualized monthly volatility of 24.1% compared with 15.8% 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 -56.3% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VXUS charges 0.05% per year while XOVR charges 1.81%. On a $10,000 position that is $5 vs $181 annually, a gap of $176 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 0.00% for XOVR.

Holdings Overlap

We hold position weights for 8,082 holdings in VXUS and 30 in XOVR, totalling 88.8% and 80.9% 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 30 in XOVR, against full books of 8,747 and 33.

You are not choosing between two funds in isolation.

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

VXUSXOVR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or XOVR?

VXUS has an expense ratio of 0.05% while XOVR charges 1.81%. VXUS is the cheaper option, by $176 a year on a $10,000 investment.

Which performed better, VXUS or XOVR?

Over the past year VXUS returned +19.71% vs -2.19% for XOVR, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), VXUS annualized +6.87% vs +10.46% for XOVR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XOVR?

XOVR has been the more volatile fund at 24.1% annualized versus 15.8% for VXUS. Worst drawdown: VXUS -39.9% vs XOVR -56.3%.

Should I hold both VXUS and XOVR?

VXUS and XOVR have a monthly-return correlation of 0.63, 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 XOVR?

VXUS yields 2.51% while XOVR yields 0.00%, so VXUS currently pays the higher dividend yield.

Is XOVR better than VXUS?

VXUS has a lower expense ratio. VXUS led over 1Y and 5Y, XOVR over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.