VESIX vs. VXUS
Compare and contrast key facts about Vanguard European Stock Index Fund Institutional Shares (VESIX) and Vanguard Total International Stock ETF (VXUS).
VESIX is managed by Vanguard. It was launched on May 15, 2000. 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: VESIX or VXUS.
Correlation
The correlation between VESIX and VXUS is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VESIX vs. VXUS - Performance Comparison
Key characteristics
VESIX:
-0.01
VXUS:
-0.10
VESIX:
0.09
VXUS:
-0.03
VESIX:
1.01
VXUS:
1.00
VESIX:
-0.01
VXUS:
-0.14
VESIX:
-0.02
VXUS:
-0.36
VESIX:
4.81%
VXUS:
4.03%
VESIX:
15.27%
VXUS:
14.80%
VESIX:
-63.25%
VXUS:
-35.97%
VESIX:
-11.36%
VXUS:
-10.61%
Returns By Period
In the year-to-date period, VESIX achieves a 2.42% return, which is significantly higher than VXUS's -2.22% return. Over the past 10 years, VESIX has outperformed VXUS with an annualized return of 4.84%, while VXUS has yielded a comparatively lower 4.12% annualized return.
VESIX
2.42%
-10.72%
-5.43%
0.55%
12.88%
4.84%
VXUS
-2.22%
-9.75%
-9.29%
-0.77%
10.63%
4.12%
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VESIX vs. VXUS - Expense Ratio Comparison
VESIX has a 0.08% expense ratio, which is higher than VXUS's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VESIX vs. VXUS — Risk-Adjusted Performance Rank
VESIX
VXUS
VESIX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard European Stock Index Fund Institutional Shares (VESIX) 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.
Dividends
VESIX vs. VXUS - Dividend Comparison
VESIX's dividend yield for the trailing twelve months is around 3.41%, which matches VXUS's 3.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESIX Vanguard European Stock Index Fund Institutional Shares | 3.41% | 3.61% | 3.14% | 3.24% | 3.04% | 2.10% | 3.29% | 3.95% | 2.72% | 3.54% | 3.27% | 4.65% |
VXUS Vanguard Total International Stock ETF | 3.40% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
VESIX vs. VXUS - Drawdown Comparison
The maximum VESIX drawdown since its inception was -63.25%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for VESIX and VXUS. For additional features, visit the drawdowns tool.
Volatility
VESIX vs. VXUS - Volatility Comparison
Vanguard European Stock Index Fund Institutional Shares (VESIX) has a higher volatility of 8.24% compared to Vanguard Total International Stock ETF (VXUS) at 7.63%. This indicates that VESIX'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.