SDP vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSDPVXUSWinner
Expense Ratio0.95%0.05%
AUM$4M$156.5B
Dividend Yield4.27%2.60%
Holdings58,747
YTD Return-3.70%+14.57%
1Y Return-3.28%+27.82%
3Y Return (annualized)-20.46%+19.27%
5Y Return (annualized)-15.33%+9.28%
Volatility (annualized)30.4%15.1%
Max Drawdown-99.8%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Jan 26, 2011

SDP vs VXUS Performance

ProShares UltraShort Utilities (SDP) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SDP returned -3.28% while VXUS returned +27.82%. Year to date, SDP is down 3.70% versus a gain of 14.57% for VXUS.

Over three years, SDP compounded at -20.46% per year against +19.27% for VXUS; over five years the annualized figures are -15.33% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs -24.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDP has been the more volatile fund, with annualized monthly volatility of 30.4% compared with 15.1% 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 -99.8% for SDP and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDP charges 0.95% per year while VXUS charges 0.05%. On a $10,000 position that is $95 vs $5 annually, a gap of $90 per year that compounds over a long holding period. On income, SDP currently yields 4.27% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, SDP or VXUS?

SDP has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, SDP or VXUS?

Over the past year SDP returned -3.28% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SDP annualized -24.75% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SDP or VXUS?

SDP has been the more volatile fund at 30.4% annualized versus 15.1% for VXUS. Worst drawdown: SDP -99.8% vs VXUS -39.9%.

Should I hold both SDP and VXUS?

SDP and VXUS have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SDP or VXUS?

SDP yields 4.27% while VXUS yields 2.60%, so SDP currently pays the higher dividend yield.

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