Quick Verdict

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

Lower Fees: VXUSHigher Returns: SMSTMore Diversified: VXUS

Side-by-Side Comparison

MetricSMSTVXUSWinner
Expense Ratio1.31%0.05%
AUM$24M$156.5B
Dividend Yield0.00%2.60%
Holdings88,747
YTD Return-40.22%+14.57%
1Y Return+143.97%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)180.7%15.1%
Max Drawdown-99.3%-39.9%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionAug 20, 2024Jan 26, 2011

SMST vs VXUS Performance

Defiance Daily Target 2X Short MSTR ETF (SMST) is a ETF from Defiance ETFs, LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SMST returned +143.97% while VXUS returned +27.82%. Year to date, SMST is down 40.22% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

SMST has been the more volatile fund, with annualized monthly volatility of 180.7% 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 -99.3% for SMST 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMST charges 1.31% per year while VXUS charges 0.05%. On a $10,000 position that is $131 vs $5 annually, a gap of $126 per year that compounds over a long holding period. On income, SMST currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SMST and VXUS share 0 holdings out of 7862 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 VXUS?

SMST has an expense ratio of 1.31% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

Which performed better, SMST or VXUS?

Over the past year SMST returned +143.97% vs +27.82% for VXUS, so SMST leads on 1-year performance. Over the longest common window we track (2 years), SMST annualized -83.81% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SMST or VXUS?

SMST has been the more volatile fund at 180.7% annualized versus 15.1% for VXUS. Worst drawdown: SMST -99.3% vs VXUS -39.9%.

Should I hold both SMST and VXUS?

SMST and VXUS have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SMST and VXUS?

SMST and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.

Which pays a higher dividend, SMST or VXUS?

SMST yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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