VXUS vs XSOE

VXUS vs XSOE

Which is better, VXUS or XSOE?

Each has led over a different period.

VXUS has a lower expense ratio. VXUS led over 5Y, XSOE over 1Y, 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

MetricVXUSXSOE
Expense Ratio0.05%Best0.32%
AUM$158.1B$2.2B
Dividend Yield2.51%1.10%
Holdings8,747827
YTD Return+13.64%+19.00%Best
1Y Return+20.82%+26.45%Best
3Y Return (annualized)+19.58%+21.28%Best
5Y Return (annualized)+9.14%Best+5.94%
Volatility (annualized)14.8%Best18.4%
Max Drawdown-39.9%Best-45.2%
$10,000 over 5 years$15,485Best$13,344
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 26, 2011Dec 10, 2014

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 10, 2014 to Sep 17, 2026 (11.8 years).

VXUS vs XSOE 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 11.8 years both funds cover.

VXUS vs XSOE Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and WisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE) is an ETF from WisdomTree Investments. Over the past year VXUS returned +20.82% while XSOE returned +26.45%. Year to date, VXUS is up 13.64% versus a gain of 19.00% for XSOE.

Over three years, VXUS compounded at +19.58% per year against +21.28% for XSOE; over five years the annualized figures are +9.14% and +5.94% respectively. Across the full 12-year window we track, XSOE has the edge at +6.56% annualized vs +6.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XSOE has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 14.8% 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 -45.2% for XSOE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XSOE charges 0.32%. On a $10,000 position that is $5 vs $32 annually, a gap of $27 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 1.10% for XSOE.

Holdings Overlap

XSOE already in VXUS60.4%

At least 60.4% of XSOE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

617 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 819 in XSOE, against full books of 8,747 and 827.

Top Shared Holdings

StockWeight in VXUSWeight in XSOEDifference
000660:KRSk Hynix Inc Common Stock KRW 50001.41%4.61%3.20%
2330:SAAdvanced Petrochemical Co4.02%0.02%4.00%
9988:HKAlibaba Group Holding Ltd0.62%2.18%1.56%
2454:TWMediatek, Inc.0.35%1.61%1.26%
1120:SAAl Rajhi Bank0.11%1.12%1.01%
RELIANCE:MBReliance Industries Ltd0.21%0.87%0.66%
2317:TWHon Hai Precision Industry Co0.21%0.75%0.54%
2308:TWDelta Electronics Inc0.21%0.70%0.49%
ICICIBANK:MBIcici Bank Ltd0.18%0.71%0.53%
3711:TWAse Technology Holding Co Lt0.13%0.58%0.45%

60.4% of XSOE is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VXUSXSOE

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Frequently Asked Questions

Which is cheaper, VXUS or XSOE?

VXUS has an expense ratio of 0.05% while XSOE charges 0.32%. VXUS is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, VXUS or XSOE?

Over the past year VXUS returned +20.82% vs +26.45% for XSOE, so XSOE leads on 1-year performance. Over the longest common window we track (12 years), VXUS annualized +6.45% vs +6.56% for XSOE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XSOE?

XSOE has been the more volatile fund at 18.4% annualized versus 14.8% for VXUS. Worst drawdown: VXUS -39.9% vs XSOE -45.2%.

Should I hold both VXUS and XSOE?

VXUS and XSOE have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VXUS and XSOE?

At least 60.4% of XSOE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 617 positions in common, counted across the 8,082 positions we hold weights for in VXUS and 819 in XSOE.

Which pays a higher dividend, VXUS or XSOE?

VXUS yields 2.51% while XSOE yields 1.10%, so VXUS currently pays the higher dividend yield.

Is XSOE better than VXUS?

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