VXUS vs YLDE

VXUS vs YLDE

Which is better, VXUS or YLDE?

Each has led over a different period.

VXUS has a lower expense ratio. VXUS led over 1Y and 3Y, YLDE over 5Y 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

MetricVXUSYLDE
Expense Ratio0.05%Best0.48%
AUM$158.1B$174M
Dividend Yield2.51%7.02%
Holdings8,74758
YTD Return+13.35%Best+7.89%
1Y Return+22.44%Best+10.58%
3Y Return (annualized)+19.44%Best+15.73%
5Y Return (annualized)+8.82%+10.47%Best
Volatility (annualized)15.4%14.8%Best
Max Drawdown-39.9%-33.3%Best
$10,000 over 5 years$15,260$16,452Best
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 26, 2011May 22, 2017

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 23, 2017 to Sep 10, 2026 (9.3 years).

VXUS vs YLDE 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 9.3 years both funds cover.

VXUS vs YLDE Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and Franklin ClearBridge Enhanced Income ETF (YLDE) is an ETF from Franklin Templeton Investments (US). Over the past year VXUS returned +22.44% while YLDE returned +10.58%. Year to date, VXUS is up 13.35% versus a gain of 7.89% for YLDE.

Over three years, VXUS compounded at +19.44% per year against +15.73% for YLDE; over five years the annualized figures are +8.82% and +10.47% respectively. Across the full 9-year window we track, YLDE has the edge at +11.24% annualized vs +7.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.8% for YLDE. 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 -33.3% for YLDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VXUS charges 0.05% per year while YLDE charges 0.48%. On a $10,000 position that is $5 vs $48 annually, a gap of $43 per year that compounds over a long holding period. On income, VXUS currently yields 2.51% against 7.02% for YLDE.

Holdings Overlap

YLDE already in VXUS2.7%

At least 2.7% of YLDE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

YLDE and VXUS share little of their money.

2 positions in common, counted across the 8,091 positions we hold weights for in VXUS and 50 in YLDE, against full books of 8,747 and 58.

Top Shared Holdings

StockWeight in VXUSWeight in YLDEDifference
SRESempra Common Stock0.00%1.68%1.68%
AZN:LNDeveloped Markets Astrazeneca Plc Sponsored Adr0.62%1.05%0.43%

You are not choosing between two funds in isolation.

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

VXUSYLDE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or YLDE?

VXUS has an expense ratio of 0.05% while YLDE charges 0.48%. VXUS is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, VXUS or YLDE?

Over the past year VXUS returned +22.44% vs +10.58% for YLDE, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), VXUS annualized +7.45% vs +11.24% for YLDE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or YLDE?

VXUS has been the more volatile fund at 15.4% annualized versus 14.8% for YLDE. Worst drawdown: VXUS -39.9% vs YLDE -33.3%.

Should I hold both VXUS and YLDE?

VXUS and YLDE have a monthly-return correlation of 0.84, 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 YLDE?

At least 2.7% of YLDE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 8,091 positions we hold weights for in VXUS and 50 in YLDE.

Which pays a higher dividend, VXUS or YLDE?

VXUS yields 2.51% while YLDE yields 7.02%, so YLDE currently pays the higher dividend yield.

Is YLDE better than VXUS?

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