VXUS vs ZROZ

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricVXUSZROZWinner
Expense Ratio0.05%0.15%
AUM$156.5B$1.3B
Dividend Yield2.60%5.14%
Holdings8,74722
YTD Return+15.00%-6.67%
1Y Return+26.87%-5.67%
3Y Return (annualized)+19.79%-6.39%
5Y Return (annualized)+9.26%-13.91%
Volatility (annualized)15.1%21.7%
Max Drawdown-39.9%-63.5%
Fund FamilyVanguard (US)PIMCO (US)
CategoryEquityFixed Income
InceptionJan 26, 2011Oct 30, 2009

VXUS vs ZROZ Performance

Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US) and PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) is a ETF from PIMCO (US). Over the past year VXUS returned +26.87% while ZROZ returned -5.67%. Year to date, VXUS is up 15.00% versus a loss of 6.67% for ZROZ.

Over three years, VXUS compounded at +19.79% per year against -6.39% for ZROZ; over five years the annualized figures are +9.26% and -13.91% respectively. Across the full 16-year window we track, VXUS has the edge at +4.88% annualized vs -0.29%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZROZ has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -63.5% for ZROZ. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VXUS charges 0.05% per year while ZROZ charges 0.15%. On a $10,000 position that is $5 vs $15 annually, a gap of $10 per year that compounds over a long holding period. On income, VXUS currently yields 2.60% against 5.14% for ZROZ.

Holdings Overlap

0.0%overlap

VXUS and ZROZ share 0 holdings out of 7880 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VXUS or ZROZ?

VXUS has an expense ratio of 0.05% while ZROZ charges 0.15%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, VXUS or ZROZ?

Over the past year VXUS returned +26.87% vs -5.67% for ZROZ, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), VXUS annualized +4.88% vs -0.29% for ZROZ. Past performance does not guarantee future results.

Which is riskier, VXUS or ZROZ?

ZROZ has been the more volatile fund at 21.7% annualized versus 15.1% for VXUS. Worst drawdown: VXUS -39.9% vs ZROZ -63.5%.

Should I hold both VXUS and ZROZ?

VXUS and ZROZ have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VXUS and ZROZ?

VXUS and ZROZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7880 unique securities.

Which pays a higher dividend, VXUS or ZROZ?

VXUS yields 2.60% while ZROZ yields 5.14%, so ZROZ currently pays the higher dividend yield.

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