IOPP vs VTI
Simplify Tara India Opportunities 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 | IOPP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $7M | $666.9B | |
| Dividend Yield | 0.38% | 1.07% | |
| Holdings | 27 | 3,543 | |
| YTD Return | -0.87% | +13.38% | |
| 1Y Return | -2.62% | +21.12% | |
| 3Y Return (annualized) | - | +21.85% | |
| 5Y Return (annualized) | - | +12.44% | |
| Volatility (annualized) | 15.1% | 15.3% | |
| Max Drawdown | -23.7% | -56.6% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2024 | May 24, 2001 |
IOPP vs VTI Performance
Simplify Tara India Opportunities ETF (IOPP) 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 IOPP returned -2.62% while VTI returned +21.12%. Year to date, IOPP is down 0.87% versus a gain of 13.38% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for IOPP. 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 -23.7% for IOPP 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IOPP charges 0.73% per year while VTI charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, IOPP currently yields 0.38% against 1.07% for VTI.
Holdings Overlap
IOPP and VTI share 0 holdings out of 2813 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, IOPP or VTI?
IOPP has an expense ratio of 0.73% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, IOPP or VTI?
Over the past year IOPP returned -2.62% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), IOPP annualized +5.98% vs +8.10% for VTI. Past performance does not guarantee future results.
Which is riskier, IOPP or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 15.1% for IOPP. Worst drawdown: IOPP -23.7% vs VTI -56.6%.
Should I hold both IOPP and VTI?
IOPP and VTI have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IOPP and VTI?
IOPP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2813 unique securities.
Which pays a higher dividend, IOPP or VTI?
IOPP yields 0.38% while VTI yields 1.07%, so VTI 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.