IDVZ vs. VXUS
IDVZ (Opal International Dividend Income ETF) and VXUS (Vanguard Total International Stock ETF) are both exchange-traded funds - IDVZ is a Foreign Large Cap Equities fund actively managed by TrueMark Investments, while VXUS is a Global Equities fund tracking the FTSE Global All Cap ex US Index. IDVZ is actively managed, while VXUS is passively managed. Over the past year, IDVZ returned 23.33% vs 29.41% for VXUS. Their correlation of 0.81 suggests significant overlap in exposure. IDVZ charges 0.75%/yr vs 0.05%/yr for VXUS.
Performance
IDVZ vs. VXUS - Performance Comparison
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Returns By Period
In the year-to-date period, IDVZ achieves a 9.72% return, which is significantly lower than VXUS's 12.51% return.
IDVZ
- 1D
- -0.01%
- 1M
- -1.86%
- YTD
- 9.72%
- 6M
- 11.17%
- 1Y
- 23.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VXUS
- 1D
- -3.04%
- 1M
- 0.39%
- YTD
- 12.51%
- 6M
- 12.35%
- 1Y
- 29.41%
- 3Y*
- 18.90%
- 5Y*
- 8.35%
- 10Y*
- 10.23%
IDVZ vs. VXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IDVZ Opal International Dividend Income ETF | 9.72% | 33.14% | -1.76% |
VXUS Vanguard Total International Stock ETF | 12.51% | 32.35% | -1.01% |
Correlation
The correlation between IDVZ and VXUS is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024 | 0.81 |
The correlation between IDVZ and VXUS has been stable across timeframes, ranging from 0.80 to 0.81 - a consistent structural relationship.
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Return for Risk
IDVZ vs. VXUS — Risk / Return Rank
IDVZ
VXUS
IDVZ vs. VXUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Opal International Dividend Income ETF (IDVZ) and Vanguard Total International Stock ETF (VXUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDVZ | VXUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.34 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.62 | -0.12 |
| Martin ratioReturn relative to average drawdown | 9.90 | 10.07 | -0.17 |
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Drawdowns
IDVZ vs. VXUS - Drawdown Comparison
The maximum IDVZ drawdown since its inception was -10.99%, smaller than the maximum VXUS drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for IDVZ and VXUS.
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Drawdown Indicators
| IDVZ | VXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.99% | -35.97% | +24.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.35% | -11.27% | +1.92% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.97% | — |
Current DrawdownCurrent decline from peak | -2.44% | -3.04% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -1.42% | -8.20% | +6.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.93% | -0.57% |
Volatility
IDVZ vs. VXUS - Volatility Comparison
The current volatility for Opal International Dividend Income ETF (IDVZ) is 3.92%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 7.07%. This indicates that IDVZ experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDVZ | VXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 7.07% | -3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 14.44% | -4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 16.36% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 16.27% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.50% | 17.03% | -2.53% |
IDVZ vs. VXUS - Expense Ratio Comparison
IDVZ has a 0.75% expense ratio, which is higher than VXUS's 0.05% expense ratio.
Dividends
IDVZ vs. VXUS - Dividend Comparison
IDVZ's dividend yield for the trailing twelve months is around 2.76%, more than VXUS's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDVZ Opal International Dividend Income ETF | 2.76% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXUS Vanguard Total International Stock ETF | 2.59% | 3.18% | 3.37% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% |
Frequently Asked Questions
IDVZ and VXUS have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VXUS has higher volatility (7.07%) compared to IDVZ (3.92%). In terms of maximum drawdown, IDVZ dropped -10.99% vs VXUS's -35.97%.
On 1-year performance, VXUS leads with 29.41% vs 23.33% for IDVZ. On fees, VXUS is cheaper at 0.05% per year. On volatility, IDVZ has been the lower-risk option at 3.92%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VXUS has performed better with a 29.41% return vs 23.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VXUS is cheaper with a 0.05% expense ratio, compared with 0.75% for IDVZ.
IDVZ has the higher dividend yield at 2.76%, compared with 2.59% for VXUS.
IDVZ is categorized as Foreign Large Cap Equities, while VXUS is Global Equities. They also come from different issuers: TrueMark Investments and Vanguard. Their fees differ too: 0.75% for IDVZ and 0.05% for VXUS.
IDVZ currently has the higher Sharpe Ratio (1.92 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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