VXUS vs XYZY

VXUS vs XYZY

Which is better, VXUS or XYZY?

Large Cap Blend against Option Writing.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricVXUSXYZY
Expense Ratio0.05%Best1.36%
AUM$158.1B$34M
Dividend Yield2.51%75.65%
Holdings8,74712
YTD Return+13.03%Best+9.41%
1Y Return+20.20%Best-4.11%
3Y Return (annualized)+19.23%Best+10.91%
5Y Return (annualized)+8.73%-
Volatility (annualized)11.7%Best41.3%
Max Drawdown-13.6%Best-52.3%
$10,000 over 2.9 years$17,290Best$13,503
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 26, 2011Oct 10, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 11, 2023 to Sep 14, 2026 (2.9 years).

VXUS vs XYZY 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 2.9 years both funds cover.

VXUS vs XYZY Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and YieldMax XYZ Option Income Strategy ETF (XYZY) is an ETF from YieldMax ETF. Over the past year VXUS returned +20.20% while XYZY returned -4.11%. Year to date, VXUS is up 13.03% versus a gain of 9.41% for XYZY.

Over three years, VXUS compounded at +19.23% per year against +10.91% for XYZY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XYZY has been the more volatile fund, with annualized monthly volatility of 41.3% compared with 11.7% 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 -13.6% for VXUS and -52.3% for XYZY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VXUS charges 0.05% per year while XYZY charges 1.36%. On a $10,000 position that is $5 vs $136 annually, a gap of $131 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 75.65% for XYZY.

Holdings Overlap

We hold position weights for 8,082 holdings in VXUS and 2 in XYZY, totalling 88.8% and 26.4% 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 2 in XYZY, against full books of 8,747 and 12.

You are not choosing between two funds in isolation.

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

VXUSXYZY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or XYZY?

VXUS has an expense ratio of 0.05% while XYZY charges 1.36%. VXUS is the cheaper option, by $131 a year on a $10,000 investment.

Which performed better, VXUS or XYZY?

Over the past year VXUS returned +20.20% vs -4.11% for XYZY, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or XYZY?

XYZY has been the more volatile fund at 41.3% annualized versus 11.7% for VXUS. Worst drawdown: VXUS -13.6% vs XYZY -52.3%.

Should I hold both VXUS and XYZY?

VXUS and XYZY have a monthly-return correlation of 0.38, 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 XYZY?

VXUS yields 2.51% while XYZY yields 75.65%, so XYZY currently pays the higher dividend yield.

Is XYZY better than VXUS?

VXUS has a lower expense ratio. VXUS led 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.