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SMST.L vs. SVIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMST.L vs. SVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Leverage Shares -3x Short MicroStrategy ETP (SMST.L) and Volatility Shares -1x Short VIX Futures ETF (SVIX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SMST.L is traded in GBP, while SVIX is traded in USD. To make them comparable, the SVIX values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SMST.L achieves a -69.29% return, which is significantly lower than SVIX's -7.83% return.


SMST.L

1D
6.95%
1M
96.31%
YTD
-69.29%
6M
-56.28%
1Y
54.90%
3Y*
5Y*
10Y*

SVIX

1D
0.18%
1M
17.87%
YTD
-7.83%
6M
7.02%
1Y
52.52%
3Y*
-3.05%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMST.L vs. SVIX - Yearly Performance Comparison


2026 (YTD)20252024
SMST.L
Leverage Shares -3x Short MicroStrategy ETP
-69.29%9,160.39%-98.46%
SVIX
Volatility Shares -1x Short VIX Futures ETF
-7.83%-11.30%-2.00%

Correlation

The correlation between SMST.L and SVIX is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.19

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2024

-0.21

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Return for Risk

SMST.L vs. SVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMST.L
SMST.L Risk / Return Rank: 2424
Overall Rank
SMST.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SMST.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
SMST.L Omega Ratio Rank: 3737
Omega Ratio Rank
SMST.L Calmar Ratio Rank: 1616
Calmar Ratio Rank
SMST.L Martin Ratio Rank: 1515
Martin Ratio Rank

SVIX
SVIX Risk / Return Rank: 2626
Overall Rank
SVIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SVIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
SVIX Omega Ratio Rank: 2929
Omega Ratio Rank
SVIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
SVIX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMST.L vs. SVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leverage Shares -3x Short MicroStrategy ETP (SMST.L) and Volatility Shares -1x Short VIX Futures ETF (SVIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SMST.LSVIXDifference

Sharpe ratio

Return per unit of total volatility

0.27

0.98

-0.72

Sortino ratio

Return per unit of downside risk

1.89

1.47

+0.42

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

0.59

1.25

-0.67

Martin ratio

Return relative to average drawdown

1.15

3.57

-2.42

SMST.L vs. SVIX - Sharpe Ratio Comparison

The current SMST.L Sharpe Ratio is 0.27, which is lower than the SVIX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of SMST.L and SVIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SMST.LSVIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

0.98

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.15

-0.15

Drawdowns

SMST.L vs. SVIX - Drawdown Comparison

The maximum SMST.L drawdown since its inception was -99.26%, which is greater than SVIX's maximum drawdown of -79.70%. Use the drawdown chart below to compare losses from any high point for SMST.L and SVIX.


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Drawdown Indicators


SMST.LSVIXDifference

Max Drawdown

Largest peak-to-trough decline

-99.26%

-79.70%

-19.56%

Max Drawdown (1Y)

Largest decline over 1 year

-93.24%

-42.08%

-51.16%

Max Drawdown (3Y)

Largest decline over 3 years

-79.70%

Current Drawdown

Current decline from peak

-92.32%

-57.86%

-34.46%

Average Drawdown

Average peak-to-trough decline

-80.46%

-30.76%

-49.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

47.77%

14.77%

+33.00%

Volatility

SMST.L vs. SVIX - Volatility Comparison

Leverage Shares -3x Short MicroStrategy ETP (SMST.L) has a higher volatility of 59.35% compared to Volatility Shares -1x Short VIX Futures ETF (SVIX) at 7.38%. This indicates that SMST.L's price experiences larger fluctuations and is considered to be riskier than SVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMST.LSVIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

59.35%

7.38%

+51.97%

Volatility (6M)

Calculated over the trailing 6-month period

180.31%

39.89%

+140.42%

Volatility (1Y)

Calculated over the trailing 1-year period

203.88%

53.64%

+150.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19,155.72%

64.85%

+19,090.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19,155.72%

64.85%

+19,090.87%

SMST.L vs. SVIX - Expense Ratio Comparison

SMST.L has a 0.75% expense ratio, which is lower than SVIX's 1.47% expense ratio.


Dividends

SMST.L vs. SVIX - Dividend Comparison

Neither SMST.L nor SVIX has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SMST.L and SVIX have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SMST.L is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SMST.L is cheaper with a 0.75% expense ratio, compared with 1.47% for SVIX.

They also come from different issuers: Leverage Shares and Volatility Shares. Their fees differ too: 0.75% for SMST.L and 1.47% for SVIX.

Portfolio Optimizer

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