SMUP vs VYM
T-REX 2X Long SMR Daily Target ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SMUP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.04% | |
| AUM | $9M | $79.0B | |
| Dividend Yield | 3.20% | 2.86% | |
| Holdings | 3 | 568 | |
| YTD Return | +348.96% | +16.53% | |
| 1Y Return | -59.26% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 2754.1% | 14.6% | |
| Max Drawdown | -98.8% | -58.8% | |
| Fund Family | REX Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 25, 2025 | Nov 10, 2006 |
SMUP vs VYM Performance
T-REX 2X Long SMR Daily Target ETF (SMUP) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SMUP returned -59.26% while VYM returned +25.03%. Year to date, SMUP is up 348.96% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
SMUP has been the more volatile fund, with annualized monthly volatility of 2754.1% compared with 14.6% for VYM. 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 -98.8% for SMUP and -58.8% for VYM. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SMUP charges 1.50% per year while VYM charges 0.04%. On a $10,000 position that is $150 vs $4 annually, a gap of $146 per year that compounds over a long holding period. On income, SMUP currently yields 3.20% against 2.86% for VYM.
Holdings Overlap
SMUP and VYM share 0 holdings out of 559 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, SMUP or VYM?
SMUP has an expense ratio of 1.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $146 per year of difference.
Which performed better, SMUP or VYM?
Over the past year SMUP returned -59.26% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SMUP annualized -77.31% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, SMUP or VYM?
SMUP has been the more volatile fund at 2754.1% annualized versus 14.6% for VYM. Worst drawdown: SMUP -98.8% vs VYM -58.8%.
Should I hold both SMUP and VYM?
SMUP and VYM have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SMUP and VYM?
SMUP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, SMUP or VYM?
SMUP yields 3.20% while VYM yields 2.86%, so SMUP currently pays the higher dividend yield.
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