SMCP vs VXUS

SMCP vs VXUS

Which is better, SMCP or VXUS?

Mid Cap Blend against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricSMCPVXUS
Expense Ratio0.79%0.05%Best
AUM$10M$158.1B
Dividend Yield0.00%2.51%
Holdings338,747
YTD Return+8.13%+12.21%Best
1Y Return+8.13%+19.22%Best
3Y Return (annualized)+2.07%+19.10%Best
5Y Return (annualized)-2.37%+8.63%Best
Volatility (annualized)21.0%14.9%Best
Max Drawdown-43.8%-39.9%Best
$10,000 over 5 years$8,870$15,127Best
Fund FamilySMART Wealth, LLCVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMay 11, 2026Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 21, 2015 to Sep 16, 2026 (11.4 years).

SMCP 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 11.4 years both funds cover.

SMCP vs VXUS Performance

SMART Mid Cap ETF (SMCP) is an ETF from SMART Wealth, LLC and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SMCP returned +8.13% while VXUS returned +19.22%. Year to date, SMCP is up 8.13% versus a gain of 12.21% for VXUS.

Over three years, SMCP compounded at +2.07% per year against +19.10% for VXUS; over five years the annualized figures are -2.37% and +8.63% respectively. Across the full 11-year window we track, VXUS has the edge at +5.86% annualized vs +0.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMCP has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 14.9% 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 -43.8% for SMCP 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SMCP charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, SMCP currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

SMCP already in VXUS17.6%

At least 17.6% of SMCP'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.

SMCP and VXUS share little of their money.

5 positions in common, counted across the 32 positions we hold weights for in SMCP and 8,082 in VXUS, against full books of 33 and 8,747.

Top Shared Holdings

StockWeight in SMCPWeight in VXUSDifference
AYA:CAAya Gold & Silver Inc.6.82%0.01%6.81%
HYPMYHypera Sa5.15%0.00%5.15%
CMBTO:BRCMB.Tech NV Ordinary Shares3.41%0.00%3.41%
AG:CAFirst Majestic Silver Corp1.18%0.02%1.16%
SIISprott Inc. Common Shares1.04%0.00%1.04%

You are not choosing between two funds in isolation.

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

SMCPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SMCP or VXUS?

SMCP has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, SMCP or VXUS?

Over the past year SMCP returned +8.13% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), SMCP annualized +0.90% vs +5.86% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SMCP or VXUS?

SMCP has been the more volatile fund at 21.0% annualized versus 14.9% for VXUS. Worst drawdown: SMCP -43.8% vs VXUS -39.9%.

Should I hold both SMCP and VXUS?

SMCP and VXUS have a monthly-return correlation of 0.70, 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 SMCP and VXUS?

At least 17.6% of SMCP'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 32 positions we hold weights for in SMCP and 8,082 in VXUS.

Which pays a higher dividend, SMCP or VXUS?

SMCP yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than SMCP?

VXUS has a lower expense ratio. VXUS 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.