SMCO vs VXUS
Hilton Small-MidCap Opportunity ETF vs Vanguard Total International Stock ETF
Which is better, SMCO or VXUS?
Mid Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y and the full window.
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 | SMCO | VXUS |
|---|---|---|
| Expense Ratio | 0.55% | 0.05%Best |
| AUM | $137M | $158.1B |
| Dividend Yield | 0.94% | 2.51% |
| Holdings | 65 | 8,747 |
| YTD Return | +3.47% | +13.64%Best |
| 1Y Return | +5.93% | +20.82%Best |
| 3Y Return (annualized) | - | +19.58% |
| 5Y Return (annualized) | - | +9.14% |
| Volatility (annualized) | 15.9% | 11.1%Best |
| Max Drawdown | -22.7% | -13.6%Best |
| $10,000 over 2.8 years | $14,252 | $16,860Best |
| Fund Family | Hilton Capital Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Nov 28, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 29, 2023 to Sep 17, 2026 (2.8 years).
SMCO 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 2.8 years both funds cover.
SMCO vs VXUS Performance
Hilton Small-MidCap Opportunity ETF (SMCO) is an ETF from Hilton Capital Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SMCO returned +5.93% while VXUS returned +20.82%. Year to date, SMCO is up 3.47% versus a gain of 13.64% for VXUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SMCO has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 11.1% 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 -22.7% for SMCO 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 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SMCO charges 0.55% per year while VXUS charges 0.05%. On a $10,000 position that is $55 vs $5 annually, a gap of $50 per year that compounds over a long holding period. On income, SMCO currently yields 0.94% against 2.51% for VXUS.
Holdings Overlap
At least 1.2% of SMCO's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SMCO and VXUS share little of their money.
1 positions in common, counted across the 65 positions we hold weights for in SMCO and 8,082 in VXUS, against full books of 65 and 8,747.
Top Shared Holdings
| Stock | Weight in SMCO | Weight in VXUS | Difference |
|---|---|---|---|
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 1.24% | 0.00% | 1.24% |
You are not choosing between two funds in isolation.
Whichever of SMCO 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, SMCO or VXUS?
SMCO has an expense ratio of 0.55% while VXUS charges 0.05%. VXUS is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, SMCO or VXUS?
Over the past year SMCO returned +5.93% vs +20.82% 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, SMCO or VXUS?
SMCO has been the more volatile fund at 15.9% annualized versus 11.1% for VXUS. Worst drawdown: SMCO -22.7% vs VXUS -13.6%.
Should I hold both SMCO and VXUS?
SMCO and VXUS have a monthly-return correlation of 0.62, 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 SMCO and VXUS?
At least 1.2% of SMCO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 65 positions we hold weights for in SMCO and 8,082 in VXUS.
Which pays a higher dividend, SMCO or VXUS?
SMCO yields 0.94% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than SMCO?
VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.