VXUS vs XSVM

VXUS vs XSVM
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Quick Verdict

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

Lower Fees: VXUSHigher Returns: XSVMMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXSVMWinner
Expense Ratio0.05%0.37%
AUM$158.1B$671M
Dividend Yield2.59%1.74%
Holdings8,747122
YTD Return+15.44%+24.93%
1Y Return+26.36%+32.06%
3Y Return (annualized)+20.98%+15.72%
5Y Return (annualized)+9.68%+9.50%
Volatility (annualized)15.1%21.8%
Max Drawdown-39.9%-64.1%
Fund FamilyVanguard (US)Invesco (US)
CategoryEquityEquity
InceptionJan 26, 2011Mar 3, 2005

VXUS vs XSVM Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a ETF from Invesco (US). Over the past year VXUS returned +26.36% while XSVM returned +32.06%. Year to date, VXUS is up 15.44% versus a gain of 24.93% for XSVM.

Over three years, VXUS compounded at +20.98% per year against +15.72% for XSVM; over five years the annualized figures are +9.68% and +9.50% respectively. Across the full 16-year window we track, XSVM has the edge at +7.97% annualized vs +4.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XSVM has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -64.1% for XSVM. 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while XSVM charges 0.37%. On a $10,000 position that is $5 vs $37 annually, a gap of $32 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 1.74% for XSVM.

Holdings Overlap

0.0%overlap

VXUS and XSVM share 3 holdings out of 7986 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 XSVMDifference
CWK:LN0.01%1.10%1.09%
DCH0.00%0.95%0.95%
SIG:LN0.02%0.83%0.81%

Frequently Asked Questions

Which is cheaper, VXUS or XSVM?

VXUS has an expense ratio of 0.05% while XSVM charges 0.37%. VXUS is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VXUS or XSVM?

Over the past year VXUS returned +26.36% vs +32.06% for XSVM, so XSVM leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.90% vs +7.97% for XSVM. Past performance does not guarantee future results.

Which is riskier, VXUS or XSVM?

XSVM has been the more volatile fund at 21.8% annualized versus 15.1% for VXUS. Worst drawdown: VXUS -39.9% vs XSVM -64.1%.

Should I hold both VXUS and XSVM?

VXUS and XSVM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and XSVM?

VXUS and XSVM share 3 common holdings with a 0.0% weight overlap. Combined, they hold 7986 unique securities.

Which pays a higher dividend, VXUS or XSVM?

VXUS yields 2.59% while XSVM yields 1.74%, so VXUS currently pays the higher dividend yield.

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