SMCZ vs VOO

SMCZ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSMCZVOOWinner
Expense Ratio1.29%0.03%
AUM$6M$997.4B
Dividend Yield16.30%1.08%
Holdings7509
YTD Return-93.45%+12.68%
1Y Return-92.04%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)174.8%14.1%
Max Drawdown-98.5%-34.3%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionMar 31, 2025Sep 7, 2010

SMCZ vs VOO Performance

Defiance Daily Target 2X Short SMCI ETF (SMCZ) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMCZ returned -92.04% while VOO returned +21.87%. Year to date, SMCZ is down 93.45% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

SMCZ has been the more volatile fund, with annualized monthly volatility of 174.8% compared with 14.1% for VOO. 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 -98.5% for SMCZ and -34.3% for VOO. 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 -0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMCZ charges 1.29% per year while VOO charges 0.03%. On a $10,000 position that is $129 vs $3 annually, a gap of $126 per year that compounds over a long holding period. On income, SMCZ currently yields 16.30% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SMCZ and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SMCZ or VOO?

SMCZ has an expense ratio of 1.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

Which performed better, SMCZ or VOO?

Over the past year SMCZ returned -92.04% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), SMCZ annualized -93.51% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, SMCZ or VOO?

SMCZ has been the more volatile fund at 174.8% annualized versus 14.1% for VOO. Worst drawdown: SMCZ -98.5% vs VOO -34.3%.

Should I hold both SMCZ and VOO?

SMCZ and VOO have a monthly-return correlation of -0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SMCZ and VOO?

SMCZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SMCZ or VOO?

SMCZ yields 16.30% while VOO yields 1.08%, so SMCZ currently pays the higher dividend yield.

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