OBIOX vs. VXUS
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Vanguard Total International Stock ETF (VXUS).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBIOX or VXUS.
Correlation
The correlation between OBIOX and VXUS is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OBIOX vs. VXUS - Performance Comparison
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Key characteristics
OBIOX:
0.71
VXUS:
0.61
OBIOX:
1.03
VXUS:
1.04
OBIOX:
1.15
VXUS:
1.14
OBIOX:
0.25
VXUS:
0.82
OBIOX:
2.99
VXUS:
2.59
OBIOX:
4.38%
VXUS:
4.29%
OBIOX:
18.59%
VXUS:
16.95%
OBIOX:
-71.17%
VXUS:
-35.97%
OBIOX:
-41.97%
VXUS:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with OBIOX having a 12.22% return and VXUS slightly lower at 11.81%. Over the past 10 years, OBIOX has underperformed VXUS with an annualized return of 0.06%, while VXUS has yielded a comparatively higher 5.09% annualized return.
OBIOX
12.22%
8.41%
11.70%
13.09%
3.64%
0.06%
VXUS
11.81%
8.24%
10.51%
10.25%
11.64%
5.09%
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OBIOX vs. VXUS - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
OBIOX vs. VXUS — Risk-Adjusted Performance Rank
OBIOX
VXUS
OBIOX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) 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.
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Dividends
OBIOX vs. VXUS - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.13%, less than VXUS's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 1.13% | 1.27% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 19.62% | 11.47% | 0.07% | 0.19% | 0.00% |
VXUS Vanguard Total International Stock ETF | 2.97% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
OBIOX vs. VXUS - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for OBIOX and VXUS. For additional features, visit the drawdowns tool.
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Volatility
OBIOX vs. VXUS - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) and Vanguard Total International Stock ETF (VXUS) have volatilities of 3.27% and 3.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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