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Source document· May 20, 2026

Vanguard’s 0.05% International Stock ETF Just Outpaced the S&P 500 for the First Time in Five Years

View original at finance.yahoo.com
Vanguard’s 0.05% International Stock ETF Just Outpaced the S&P 500 for the First Time in Five Years Quick Read Vanguard Total International Stock ETF (VXUS) is up 10% year-to-date in 2026, outpacing the Vanguard S&P 500 ETF (VOO) at 8% for the first meaningful YTD lead since 2021, though over a decade VXUS returned 145…
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  • VXUS is up about 10% year to date in 2026 while VOO has returned roughly 8%, representing the first meaningful YTD lead for VXUS over the S&P 500 since 2021.

    60% confidence
  • The US trade deficit narrowed to $60.3 billion in March 2026, after expanding to $72.9 billion in December, suggesting a similar economic environment.

    60% confidence
  • An unnamed analyst who called NVIDIA in 2010 has named a new top 10 stocks list for 2026 that does not include Vanguard S&P 500 ETF (VOO).

    60% confidence
  • VEA is up 11% YTD driven by Japanese corporate reform and European industrial revival, while VWO is up 8%.

    60% confidence
  • Over a decade, VXUS returned 145% versus VOO's 313.8%, reflecting concentrated US technology exposure's outperformance and the dollar's traditional strength compressing foreign earnings translations.

    60% confidence
  • VXUS tracks the FTSE Global All Cap ex US Index, holds more than 8,000 stocks, charges 0.05% in annual expenses, manages roughly $137 billion, and pays a distribution yield near 2.6%.

    60% confidence
  • The US dollar moved from a 12-month low of $1.198 per euro on January 27, 2026, to roughly $1.16 per euro in mid-May, mechanically compressing the translated value of international earnings for US investors completely separate from underlying foreign business execution.

    60% confidence
  • A weaker US dollar against the euro and improving non-US earnings are driving international stocks higher, though currency strength can reverse gains and emerging markets lack the technology concentration that powered US market returns over the past decade.

    60% confidence
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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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