DDLS vs VXUS

DDLS vs VXUS

Which is better, DDLS or VXUS?

Small Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. DDLS led over 5Y and the full window, VXUS over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDDLSVXUS
Expense Ratio0.48%0.05%Best
AUM$417M$163.2B
Dividend Yield3.30%2.34%
Holdings1,0688,844
YTD Return+3.24%+10.00%Best
1Y Return+7.47%+17.01%Best
3Y Return (annualized)+17.14%+19.55%Best
5Y Return (annualized)+8.72%Best+8.55%
Volatility (annualized)13.4%Best14.8%
Max Drawdown-36.8%Best-39.9%
$10,000 over 5 years$15,190Best$15,071
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJan 7, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Oct 14, 2026 (10.8 years).

DDLS vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.8 years both funds cover.

DDLS vs VXUS Performance

WisdomTree Dynamic International SmallCap Equity Fund (DDLS) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DDLS returned +7.47% while VXUS returned +17.01%. Year to date, DDLS is up 3.24% versus a gain of 10.00% for VXUS.

Over three years, DDLS compounded at +17.14% per year against +19.55% for VXUS; over five years the annualized figures are +8.72% and +8.55% respectively. Across the full 11-year window we track, DDLS has the edge at +9.24% annualized vs +8.14%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.4% for DDLS. 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 -36.8% for DDLS and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DDLS charges 0.48% per year while VXUS charges 0.05%. On a $10,000 position that is $48 vs $5 annually, a gap of $43 per year that compounds over a long holding period. On income, DDLS currently yields 3.30% against 2.34% for VXUS.

Holdings Overlap

We hold position weights for 940 holdings in DDLS and 8,425 in VXUS, totalling 93.2% and 91.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 557 positions appear in both.

557 positions in common, counted across the 940 positions we hold weights for in DDLS and 8,425 in VXUS, against full books of 1,068 and 8,844.

Top Shared Holdings

StockWeight in DDLSWeight in VXUSDifference
HAFNI:OSHafnia Ltd0.96%0.00%0.96%
HAUTO:OSHoegh Autoliners Asa0.94%0.00%0.94%
EMG:LNMan Group Plc/Jersey0.58%0.01%0.57%
ENO:MAElecnor Sa0.55%0.00%0.55%
DOFG:OSDof Group Asa0.53%0.00%0.53%
NOS:PTNos Sgps Sa0.52%0.00%0.52%
2356:HKDah Sing Banking Ltd0.47%0.01%0.46%
CLN:FFClariant Ag0.45%0.01%0.44%
MING:OSSparebank 1 Smn0.44%0.01%0.43%
FIBIH:ILFibi Holdings Ltd0.45%0.00%0.45%

You are not choosing between two funds in isolation.

Whichever of DDLS and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DDLSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDLS or VXUS?

DDLS has an expense ratio of 0.48% while VXUS charges 0.05%. VXUS is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, DDLS or VXUS?

Over the past year DDLS returned +7.47% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), DDLS annualized +9.24% vs +8.14% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDLS or VXUS?

VXUS has been the more volatile fund at 14.8% annualized versus 13.4% for DDLS. Worst drawdown: DDLS -36.8% vs VXUS -39.9%.

Should I hold both DDLS and VXUS?

DDLS and VXUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DDLS or VXUS?

DDLS yields 3.30% while VXUS yields 2.34%, so DDLS currently pays the higher dividend yield.

Is VXUS better than DDLS?

VXUS has a lower expense ratio. DDLS led over 5Y and the full window, VXUS over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.