SHLD vs VXUS
Global X Defense Tech ETF vs Vanguard Total International Stock ETF
Which is better, SHLD or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. SHLD led over 3Y and the full window, VXUS over 1Y.
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
| Metric | SHLD | VXUS |
|---|---|---|
| Expense Ratio | 0.50% | 0.05%Best |
| AUM | $6.3B | $163.2B |
| Dividend Yield | 0.70% | 2.34% |
| Holdings | 55 | 8,844 |
| YTD Return | -9.87% | +10.00%Best |
| 1Y Return | -11.80% | +17.01%Best |
| 3Y Return (annualized) | +32.87%Best | +19.55% |
| 5Y Return (annualized) | - | +8.55% |
| Volatility (annualized) | 21.5% | 11.9%Best |
| Max Drawdown | -25.4% | -13.6%Best |
| $10,000 over 3.1 years | $24,638Best | $16,674 |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 11, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 13, 2023 to Oct 14, 2026 (3.1 years).
SHLD 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 3.1 years both funds cover.
SHLD vs VXUS Performance
Global X Defense Tech ETF (SHLD) is an ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SHLD returned -11.80% while VXUS returned +17.01%. Year to date, SHLD is down 9.87% versus a gain of 10.00% for VXUS.
Over three years, SHLD compounded at +32.87% per year against +19.55% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHLD has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 11.9% 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 -25.4% for SHLD and -13.6% 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 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SHLD charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, SHLD currently yields 0.70% against 2.34% for VXUS.
Holdings Overlap
At least 13.7% of SHLD'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.
SHLD and VXUS share little of their money.
17 positions in common, counted across the 49 positions we hold weights for in SHLD and 8,425 in VXUS, against full books of 55 and 8,844.
Top Shared Holdings
| Stock | Weight in SHLD | Weight in VXUS | Difference |
|---|---|---|---|
| LDO:MILeonardo Spa | 3.42% | 0.05% | 3.37% |
| ESLT:ILElbit Systems Ltd | 3.01% | 0.04% | 2.97% |
| 079550:KRLig Nex1 Co Ltd | 1.10% | 0.01% | 1.09% |
| 047810:KRKorea Aerospace Industries | 1.04% | 0.01% | 1.03% |
| BAB:LNBabcock International Group Pl Common Stock GBP.6 | 0.90% | 0.01% | 0.89% |
| HAG:DBHensoldt Ag | 0.87% | 0.01% | 0.86% |
| 272210:KRHanwha Systems Co Ltd | 0.73% | 0.01% | 0.72% |
| ASELS:TRAselsan Elektronik Sanayi Ve T | 0.66% | 0.02% | 0.64% |
| CSG:ASCsg Nv | 0.39% | 0.01% | 0.38% |
| QQ:LNQinetiq Group Plc | 0.37% | 0.01% | 0.36% |
You are not choosing between two funds in isolation.
Whichever of SHLD and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SHLD or VXUS?
SHLD has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.
Which performed better, SHLD or VXUS?
Over the past year SHLD returned -11.80% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHLD or VXUS?
SHLD has been the more volatile fund at 21.5% annualized versus 11.9% for VXUS. Worst drawdown: SHLD -25.4% vs VXUS -13.6%.
Should I hold both SHLD and VXUS?
SHLD and VXUS have a monthly-return correlation of 0.43, 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 SHLD and VXUS?
At least 13.7% of SHLD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 17 positions in common, counted across the 49 positions we hold weights for in SHLD and 8,425 in VXUS.
Which pays a higher dividend, SHLD or VXUS?
SHLD yields 0.70% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than SHLD?
VXUS has a lower expense ratio. SHLD led over 3Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.