FOXY vs VTI
Simplify Currency Strategy ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | FOXY | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.03% | |
| AUM | $359M | $666.9B | |
| Dividend Yield | 8.82% | 1.07% | |
| Holdings | 23 | 3,543 | |
| YTD Return | +8.66% | +12.65% | |
| 1Y Return | +13.66% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 11.9% | 15.3% | |
| Max Drawdown | -13.1% | -56.6% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 3, 2025 | May 24, 2001 |
FOXY vs VTI Performance
Simplify Currency Strategy ETF (FOXY) is a ETF from Simplify Exchange Traded Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FOXY returned +13.66% while VTI returned +21.39%. Year to date, FOXY is up 8.66% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.9% for FOXY. 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 -13.1% for FOXY and -56.6% for VTI. 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
FOXY charges 0.81% per year while VTI charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, FOXY currently yields 8.82% against 1.07% for VTI.
Holdings Overlap
FOXY and VTI share 0 holdings out of 2788 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, FOXY or VTI?
FOXY has an expense ratio of 0.81% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
Which performed better, FOXY or VTI?
Over the past year FOXY returned +13.66% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), FOXY annualized +15.08% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, FOXY or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.9% for FOXY. Worst drawdown: FOXY -13.1% vs VTI -56.6%.
Should I hold both FOXY and VTI?
FOXY and VTI 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 FOXY and VTI?
FOXY and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, FOXY or VTI?
FOXY yields 8.82% while VTI yields 1.07%, so FOXY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.