SMCZ vs VTI

SMCZ vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSMCZVTIWinner
Expense Ratio1.29%0.03%
AUM$6M$666.9B
Dividend Yield16.30%1.07%
Holdings73,543
YTD Return-93.45%+13.14%
1Y Return-92.04%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)174.8%15.3%
Max Drawdown-98.5%-56.6%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionMar 31, 2025May 24, 2001

SMCZ vs VTI Performance

Defiance Daily Target 2X Short SMCI ETF (SMCZ) is a ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SMCZ returned -92.04% while VTI returned +22.35%. Year to date, SMCZ is down 93.45% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

SMCZ has been the more volatile fund, with annualized monthly volatility of 174.8% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 -0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMCZ charges 1.29% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

SMCZ and VTI share 0 holdings out of 2788 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 VTI?

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

Which performed better, SMCZ or VTI?

Over the past year SMCZ returned -92.04% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), SMCZ annualized -93.51% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, SMCZ or VTI?

SMCZ has been the more volatile fund at 174.8% annualized versus 15.3% for VTI. Worst drawdown: SMCZ -98.5% vs VTI -56.6%.

Should I hold both SMCZ and VTI?

SMCZ and VTI have a monthly-return correlation of -0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SMCZ and VTI?

SMCZ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, SMCZ or VTI?

SMCZ yields 16.30% while VTI yields 1.07%, so SMCZ currently pays the higher dividend yield.

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