SMCX vs VTI

SMCX vs VTI

Which is better, SMCX or VTI?

Trading-Leveraged Debt against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricSMCXVTI
Expense Ratio1.43%0.03%Best
AUM$154M$666.9B
Dividend Yield8.35%1.03%
Holdings243,543
YTD Return-50.35%+12.30%Best
1Y Return-81.86%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)178.6%12.7%Best
Max Drawdown--19.3%
$10,000 over 2.1 years$165$14,098Best
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged DebtLarge Cap Blend
InceptionAug 21, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 22, 2024 to Sep 18, 2026 (2.1 years).

SMCX vs VTI 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 2.1 years both funds cover.

SMCX vs VTI Performance

Defiance Daily Target 2X Long SMCI ETF (SMCX) is an ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SMCX returned -81.86% while VTI returned +16.08%. Year to date, SMCX is down 50.35% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMCX has been the more volatile fund, with annualized monthly volatility of 178.6% compared with 12.7% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SMCX charges 1.43% per year while VTI charges 0.03%. On a $10,000 position that is $143 vs $3 annually, a gap of $140 per year that compounds over a long holding period. On income, SMCX currently yields 8.35% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 2 holdings in SMCX and 3,463 in VTI, totalling 7.9% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in SMCX and 3,463 in VTI, against full books of 24 and 3,543.

You are not choosing between two funds in isolation.

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

SMCXVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SMCX or VTI?

SMCX has an expense ratio of 1.43% while VTI charges 0.03%. VTI is the cheaper option, by $140 a year on a $10,000 investment.

Which performed better, SMCX or VTI?

Over the past year SMCX returned -81.86% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), SMCX annualized -85.83% vs +17.77% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SMCX or VTI?

SMCX has been the more volatile fund at 178.6% annualized versus 12.7% for VTI.

Should I hold both SMCX and VTI?

SMCX and VTI have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SMCX or VTI?

SMCX yields 8.35% while VTI yields 1.03%, so SMCX currently pays the higher dividend yield.

Is VTI better than SMCX?

VTI has a lower expense ratio. VTI 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.