VXUS vs XUDV

Quick Verdict

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

Lower Fees: VXUSHigher Returns: XUDVMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSXUDVWinner
Expense Ratio0.05%0.09%
AUM$156.5B$77M
Dividend Yield2.60%3.60%
Holdings8,747102
YTD Return+14.57%+25.28%
1Y Return+27.82%+33.01%
3Y Return (annualized)+19.27%-
5Y Return (annualized)+9.28%-
Volatility (annualized)15.1%10.4%
Max Drawdown-39.9%-16.0%
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityEquity
InceptionJan 26, 2011Jan 21, 2025

VXUS vs XUDV Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and Franklin US Dividend Booster Index ETF (XUDV) is a ETF from Franklin Templeton Investments (US). Over the past year VXUS returned +27.82% while XUDV returned +33.01%. Year to date, VXUS is up 14.57% versus a gain of 25.28% for XUDV.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.4% for XUDV. 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 -16.0% for XUDV. 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 XUDV charges 0.09%. On a $10,000 position that is $5 vs $9 annually, a gap of $4 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 3.60% for XUDV.

Holdings Overlap

0.1%overlap

VXUS and XUDV share 1 holdings out of 7952 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VXUSWeight in XUDVDifference
HBAN0.05%0.95%0.90%

Frequently Asked Questions

Which is cheaper, VXUS or XUDV?

VXUS has an expense ratio of 0.05% while XUDV charges 0.09%. VXUS is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, VXUS or XUDV?

Over the past year VXUS returned +27.82% vs +33.01% for XUDV, so XUDV leads on 1-year performance. Over the longest common window we track (2 years), VXUS annualized +4.86% vs +22.79% for XUDV. Past performance does not guarantee future results.

Which is riskier, VXUS or XUDV?

VXUS has been the more volatile fund at 15.1% annualized versus 10.4% for XUDV. Worst drawdown: VXUS -39.9% vs XUDV -16.0%.

Should I hold both VXUS and XUDV?

VXUS and XUDV 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 XUDV?

VXUS and XUDV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 7952 unique securities.

Which pays a higher dividend, VXUS or XUDV?

VXUS yields 2.60% while XUDV yields 3.60%, so XUDV currently pays the higher dividend yield.

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