VXUS vs YYY

VXUS vs YYY

Which is better, VXUS or YYY?

Large Cap Blend against Debt-oriented balanced.

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

MetricVXUSYYY
Expense Ratio0.05%Best3.23%
AUM$158.1B$743M
Dividend Yield2.59%13.88%
Holdings8,74762
YTD Return+16.15%Best+5.01%
1Y Return+27.58%Best+7.28%
3Y Return (annualized)+20.48%Best+11.27%
5Y Return (annualized)+9.09%Best+3.11%
Volatility (annualized)14.2%13.5%Best
Max Drawdown-39.9%Best-58.8%
$10,000 over 5 years$15,450Best$11,655
Fund FamilyVanguard (US)Amplify ETFs
CategoryEquityAllocation/Balanced
StyleLarge Cap BlendDebt-oriented balanced
InceptionJan 26, 2011Jun 12, 2012

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 12, 2012 to Sep 4, 2026 (14.2 years).

VXUS vs YYY 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 14.2 years both funds cover.

VXUS vs YYY Performance

Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US) and Amplify CEF High Income ETF (YYY) is an ETF from Amplify ETFs. Over the past year VXUS returned +27.58% while YYY returned +7.28%. Year to date, VXUS is up 16.15% versus a gain of 5.01% for YYY.

Over three years, VXUS compounded at +20.48% per year against +11.27% for YYY; over five years the annualized figures are +9.09% and +3.11% respectively. Across the full 14-year window we track, VXUS has the edge at +6.86% annualized vs +0.30%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.5% for YYY. 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 -58.8% for YYY. 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 YYY charges 3.23%. On a $10,000 position that is $5 vs $323 annually, a gap of $318 per year that compounds over a long holding period. On income, VXUS currently yields 2.59% against 13.88% for YYY.

Holdings Overlap

We hold position weights for 8,094 holdings in VXUS and 61 in YYY, totalling 87.7% and 100.0% 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 8,094 positions we hold weights for in VXUS and 61 in YYY, against full books of 8,747 and 62.

You are not choosing between two funds in isolation.

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

VXUSYYY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VXUS or YYY?

VXUS has an expense ratio of 0.05% while YYY charges 3.23%. VXUS is the cheaper option, by $318 a year on a $10,000 investment.

Which performed better, VXUS or YYY?

Over the past year VXUS returned +27.58% vs +7.28% for YYY, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), VXUS annualized +6.86% vs +0.30% for YYY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VXUS or YYY?

VXUS has been the more volatile fund at 14.2% annualized versus 13.5% for YYY. Worst drawdown: VXUS -39.9% vs YYY -58.8%.

Should I hold both VXUS and YYY?

VXUS and YYY 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.

Which pays a higher dividend, VXUS or YYY?

VXUS yields 2.59% while YYY yields 13.88%, so YYY currently pays the higher dividend yield.

Is YYY better than VXUS?

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