SMRF vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricSMRFVTIWinner
Expense Ratio0.65%0.03%
AUM$15M$663.5B
Dividend Yield0.28%1.07%
Holdings743,543
YTD Return+0.17%+14.22%
1Y Return-+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-26.2%-56.6%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionFeb 18, 2026May 24, 2001

SMRF vs VTI Performance

ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) is a ETF from ALPS Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SMRF is up 0.17% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -26.2% for SMRF and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SMRF charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, SMRF currently yields 0.28% against 1.07% for VTI.

Holdings Overlap

8.0%overlap

SMRF and VTI share 35 holdings out of 2822 unique holdings combined, representing a 8.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SMRFWeight in VTIDifference
GEV4.37%0.43%3.94%
BWXT4.50%0.02%4.48%
NUVL4.50%0.00%4.50%
AVGOProProPro
OKLOProProPro
LEUProProPro
MUProProPro
UUUU:CAProProPro
SMRProProPro
XEProProPro
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Frequently Asked Questions

Which is cheaper, SMRF or VTI?

SMRF has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between SMRF and VTI?

SMRF and VTI share 35 common holdings with a 8.0% weight overlap. Combined, they hold 2822 unique securities.

Which pays a higher dividend, SMRF or VTI?

SMRF yields 0.28% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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