SMTH vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSMTHVXUSWinner
Expense Ratio0.59%0.05%
AUM$3.0B$156.5B
Dividend Yield4.38%2.60%
Holdings9548,747
YTD Return+0.11%+13.57%
1Y Return+2.33%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)4.0%15.1%
Max Drawdown-4.1%-39.9%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 5, 2023Jan 26, 2011

SMTH vs VXUS Performance

ALPS Smith Core Plus Bond ETF (SMTH) is a ETF from ALPS Advisors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SMTH returned +2.33% while VXUS returned +28.78%. Year to date, SMTH is up 0.11% versus a gain of 13.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.0% for SMTH. 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 -4.1% for SMTH 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SMTH charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, SMTH currently yields 4.38% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SMTH and VXUS share 0 holdings out of 8007 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, SMTH or VXUS?

SMTH has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, SMTH or VXUS?

Over the past year SMTH returned +2.33% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), SMTH annualized +4.94% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, SMTH or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.0% for SMTH. Worst drawdown: SMTH -4.1% vs VXUS -39.9%.

Should I hold both SMTH and VXUS?

SMTH and VXUS have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SMTH and VXUS?

SMTH and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8007 unique securities.

Which pays a higher dividend, SMTH or VXUS?

SMTH yields 4.38% while VXUS yields 2.60%, so SMTH currently pays the higher dividend yield.

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