IOZ.AX vs. VXUS
IOZ.AX (Ishares Core S&P/ASX 200 ETF) and VXUS (Vanguard Total International Stock ETF) are both exchange-traded funds - IOZ.AX is a Large Cap Blend Equities fund tracking the S&P/ASX 200 Index, while VXUS is a Global Equities fund tracking the FTSE Global All Cap ex US Index. Both are passively managed. Over the past 10 years, IOZ.AX returned 8.98%/yr vs 10.08%/yr for VXUS. At a 0.16 correlation, their price movements are largely independent. Both charge a 0.05% expense ratio.
Performance
IOZ.AX vs. VXUS - Performance Comparison
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Different Trading Currencies
IOZ.AX is traded in AUD, while VXUS is traded in USD. To make them comparable, the VXUS values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IOZ.AX achieves a 1.18% return, which is significantly lower than VXUS's 7.43% return. Over the past 10 years, IOZ.AX has underperformed VXUS with an annualized return of 8.98%, while VXUS has yielded a comparatively higher 10.08% annualized return.
IOZ.AX
- 1D
- -1.21%
- 1M
- 0.46%
- YTD
- 1.18%
- 6M
- 2.55%
- 1Y
- 5.04%
- 3Y*
- 10.11%
- 5Y*
- 7.52%
- 10Y*
- 8.98%
VXUS
- 1D
- 0.47%
- 1M
- 4.49%
- YTD
- 7.43%
- 6M
- 8.67%
- 1Y
- 19.93%
- 3Y*
- 16.73%
- 5Y*
- 10.37%
- 10Y*
- 10.08%
IOZ.AX vs. VXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IOZ.AX Ishares Core S&P/ASX 200 ETF | 1.18% | 10.22% | 11.35% | 12.19% | -0.91% | 16.90% | 1.35% | 23.29% | -2.99% | 11.57% |
VXUS Vanguard Total International Stock ETF | 7.43% | 22.74% | 15.65% | 15.95% | -10.53% | 15.37% | 0.95% | 22.31% | -5.25% | 17.75% |
Correlation
The correlation between IOZ.AX and VXUS is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2011 | 0.16 |
The correlation between IOZ.AX and VXUS shifts across timeframes, from 0.04 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IOZ.AX vs. VXUS — Risk / Return Rank
IOZ.AX
VXUS
IOZ.AX vs. VXUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Core S&P/ASX 200 ETF (IOZ.AX) 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.
| IOZ.AX | VXUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.34 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.02 | -1.43 |
| Martin ratioReturn relative to average drawdown | 1.51 | 8.33 | -6.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IOZ.AX | VXUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.80 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.92 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.75 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.67 | -0.12 |
Drawdowns
IOZ.AX vs. VXUS - Drawdown Comparison
The maximum IOZ.AX drawdown since its inception was -35.75%, which is greater than VXUS's maximum drawdown of -24.80%. Use the drawdown chart below to compare losses from any high point for IOZ.AX and VXUS.
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Drawdown Indicators
| IOZ.AX | VXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.75% | -24.80% | -10.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.45% | -9.89% | +1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -13.35% | -9.89% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -14.92% | -19.11% | +4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.75% | -24.80% | -10.95% |
Current DrawdownCurrent decline from peak | -4.57% | 0.00% | -4.57% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -5.08% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.40% | +0.92% |
Volatility
IOZ.AX vs. VXUS - Volatility Comparison
Ishares Core S&P/ASX 200 ETF (IOZ.AX) has a higher volatility of 4.32% compared to Vanguard Total International Stock ETF (VXUS) at 3.64%. This indicates that IOZ.AX's price experiences larger fluctuations and is considered to be riskier 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
| IOZ.AX | VXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 3.64% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.64% | 9.70% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.87% | 11.11% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.85% | 11.30% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.38% | 13.47% | +0.91% |
IOZ.AX vs. VXUS - Expense Ratio Comparison
Both IOZ.AX and VXUS have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IOZ.AX vs. VXUS - Dividend Comparison
IOZ.AX's dividend yield for the trailing twelve months is around 3.56%, more than VXUS's 2.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOZ.AX Ishares Core S&P/ASX 200 ETF | 3.56% | 3.39% | 3.47% | 3.73% | 6.11% | 3.32% | 2.40% | 4.62% | 4.27% | 3.90% | 4.89% | 7.69% |
VXUS Vanguard Total International Stock ETF | 2.65% | 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
IOZ.AX and VXUS have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.05% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IOZ.AX and VXUS have the same expense ratio: 0.05% per year.
IOZ.AX is categorized as Large Cap Blend Equities, while VXUS is Global Equities. IOZ.AX tracks S&P/ASX 200 Index, while VXUS tracks FTSE Global All Cap ex US Index. They also come from different issuers: iShares and Vanguard.
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