SMDD vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSMDDVXUSWinner
Expense Ratio0.95%0.05%
AUM$2M$156.5B
Dividend Yield6.11%2.60%
Holdings68,747
YTD Return-37.96%+14.57%
1Y Return-50.10%+27.82%
3Y Return (annualized)-36.64%+19.27%
5Y Return (annualized)-31.18%+9.28%
Volatility (annualized)52.4%15.1%
Max Drawdown-100.0%-39.9%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionFeb 9, 2010Jan 26, 2011

SMDD vs VXUS Performance

UltraPro Short MidCap400 (SMDD) is a ETF from ProShares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SMDD returned -50.10% while VXUS returned +27.82%. Year to date, SMDD is down 37.96% versus a gain of 14.57% for VXUS.

Over three years, SMDD compounded at -36.64% per year against +19.27% for VXUS; over five years the annualized figures are -31.18% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs -40.37%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMDD has been the more volatile fund, with annualized monthly volatility of 52.4% compared with 15.1% 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 -100.0% for SMDD and -39.9% for VXUS. 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 -0.70. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMDD charges 0.95% per year while VXUS charges 0.05%. On a $10,000 position that is $95 vs $5 annually, a gap of $90 per year that compounds over a long holding period. On income, SMDD currently yields 6.11% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, SMDD or VXUS?

SMDD has an expense ratio of 0.95% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, SMDD or VXUS?

Over the past year SMDD returned -50.10% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SMDD annualized -40.37% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SMDD or VXUS?

SMDD has been the more volatile fund at 52.4% annualized versus 15.1% for VXUS. Worst drawdown: SMDD -100.0% vs VXUS -39.9%.

Should I hold both SMDD and VXUS?

SMDD and VXUS have a monthly-return correlation of -0.70, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SMDD or VXUS?

SMDD yields 6.11% while VXUS yields 2.60%, so SMDD currently pays the higher dividend yield.

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