SMST vs VOO

Quick Verdict

VOO has a lower expense ratio. SMST delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: SMSTMore Diversified: VOO

Side-by-Side Comparison

MetricSMSTVOOWinner
Expense Ratio1.31%0.03%
AUM$24M$979.0B
Dividend Yield0.00%1.09%
Holdings8509
YTD Return-37.21%+14.48%
1Y Return+142.05%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)180.6%14.2%
Max Drawdown-99.3%-34.3%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionAug 20, 2024Sep 7, 2010

SMST vs VOO Performance

Defiance Daily Target 2X Short MSTR ETF (SMST) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SMST returned +142.05% while VOO returned +22.02%. Year to date, SMST is down 37.21% versus a gain of 14.48% for VOO.

Risk: Volatility and Drawdowns

SMST has been the more volatile fund, with annualized monthly volatility of 180.6% compared with 14.2% 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 -99.3% for SMST 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 -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMST charges 1.31% per year while VOO charges 0.03%. On a $10,000 position that is $131 vs $3 annually, a gap of $128 per year that compounds over a long holding period. On income, SMST currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SMST 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, SMST or VOO?

SMST has an expense ratio of 1.31% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $128 per year of difference.

Which performed better, SMST or VOO?

Over the past year SMST returned +142.05% vs +22.02% for VOO, so SMST leads on 1-year performance. Over the longest common window we track (2 years), SMST annualized -83.15% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, SMST or VOO?

SMST has been the more volatile fund at 180.6% annualized versus 14.2% for VOO. Worst drawdown: SMST -99.3% vs VOO -34.3%.

Should I hold both SMST and VOO?

SMST and VOO have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SMST and VOO?

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

Which pays a higher dividend, SMST or VOO?

SMST yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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