IUSG vs VXUS

IUSG vs VXUS

Which is better, IUSG or VXUS?

Large Cap Growth against Large Cap Blend.

IUSG has a lower expense ratio. IUSG led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IUSGHigher Returns: IUSG

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

MetricIUSGVXUS
Expense Ratio0.04%Best0.05%
AUM$34.6B$163.2B
Dividend Yield0.47%2.34%
Holdings4008,844
YTD Return+15.25%Best+10.00%
1Y Return+18.78%Best+17.01%
3Y Return (annualized)+26.45%Best+19.55%
5Y Return (annualized)+13.71%Best+8.55%
Volatility (annualized)15.7%15.0%Best
Max Drawdown-50.0%-39.9%Best
$10,000 over 5 years$19,010Best$15,071
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 24, 2000Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Oct 14, 2026 (15.7 years).

IUSG 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 15.7 years both funds cover.

IUSG vs VXUS Performance

iShares Core S&P US Growth ETF (IUSG) is an ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year IUSG returned +18.78% while VXUS returned +17.01%. Year to date, IUSG is up 15.25% versus a gain of 10.00% for VXUS.

Over three years, IUSG compounded at +26.45% per year against +19.55% for VXUS; over five years the annualized figures are +13.71% and +8.55% respectively. Across the full 16-year window we track, IUSG has the edge at +14.58% annualized vs +4.53%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IUSG has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.0% for VXUS. 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 -50.0% for IUSG 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IUSG charges 0.04% per year while VXUS charges 0.05%. On a $10,000 position that is $4 vs $5 annually, a gap of $1 per year that compounds over a long holding period. On income, IUSG currently yields 0.47% against 2.34% for VXUS.

Holdings Overlap

IUSG already in VXUS4.2%

At least 4.2% of IUSG's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IUSG and VXUS share little of their money.

5 positions in common, counted across the 399 positions we hold weights for in IUSG and 8,425 in VXUS, against full books of 400 and 8,844.

Top Shared Holdings

StockWeight in IUSGWeight in VXUSDifference
GOOGAlphabet, Inc.- Cl C4.11%0.00%4.11%
RBARitchie Brothers Auctioneers, Inc.0.04%0.03%0.01%
AMAntero Midstream Corporationam0.02%0.01%0.01%
EGPEastgroup Properties Inc. Real Estate Investment Trust0.02%0.00%0.02%
BILLBill.Com Holdings, Inc. Common Stock0.00%0.00%0.00%

You are not choosing between two funds in isolation.

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

IUSGVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IUSG or VXUS?

IUSG has an expense ratio of 0.04% while VXUS charges 0.05%. IUSG is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, IUSG or VXUS?

Over the past year IUSG returned +18.78% vs +17.01% for VXUS, so IUSG leads on 1-year performance. Over the longest common window we track (16 years), IUSG annualized +14.58% vs +4.53% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IUSG or VXUS?

IUSG has been the more volatile fund at 15.7% annualized versus 15.0% for VXUS. Worst drawdown: IUSG -50.0% vs VXUS -39.9%.

Should I hold both IUSG and VXUS?

IUSG and VXUS have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IUSG and VXUS?

At least 4.2% of IUSG's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 399 positions we hold weights for in IUSG and 8,425 in VXUS.

Which pays a higher dividend, IUSG or VXUS?

IUSG yields 0.47% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.

Is VXUS better than IUSG?

IUSG has a lower expense ratio. IUSG led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.