NXTI vs VOO

NXTI vs VOO

Which is better, NXTI or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. NXTI is less concentrated, with 34.3% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: NXTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNXTIVOO
Expense Ratio0.25%0.03%Best
AUM$41M$997.4B
Dividend Yield0.53%1.04%
Holdings202509
YTD Return+12.53%+14.14%Best
1Y Return+10.94%+17.31%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)13.6%11.8%Best
Max Drawdown-19.6%-18.7%Best
$10,000 over 2.4 years$15,059$15,742Best
Top 10 Weight34.3%Best37.6%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 15, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 16, 2024 to Sep 22, 2026 (2.4 years).

NXTI vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.4 years both funds cover.

NXTI vs VOO Performance

Simplify Next Intangible Core Index ETF (NXTI) is an ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year NXTI returned +10.94% while VOO returned +17.31%. Year to date, NXTI is up 12.53% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NXTI has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.8% for VOO. 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 -19.6% for NXTI and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NXTI charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, NXTI currently yields 0.53% against 1.04% for VOO.

Holdings Overlap

NXTI already in VOO88.1%
VOO already in NXTI24.9%

88.1% of NXTI's money is in holdings VOO also owns. 24.9% of VOO's money is in holdings NXTI also owns.

Most of NXTI is already inside VOO. Owning both mostly buys the same companies twice.

161 positions in common, counted across the 200 positions we hold weights for in NXTI and 494 in VOO, against full books of 202 and 509.

What only one of them owns

Our book lists 327 positions for VOO that do not appear in our book for NXTI (74.3% of the fund), and 38 for NXTI that do not appear in VOO (11.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in NXTIWeight in VOODifference
PLTRPalantir Technologies Inc5.23%0.44%4.79%
CSCOCisco Systems Inc. - Ordinary Shares4.36%0.71%3.65%
JNJJohnson & Johnson - Common4.01%0.96%3.05%
WMTWalmart, Inc.4.13%0.76%3.37%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.13%1.46%1.67%
DELLDell Technologies Inc3.37%0.18%3.19%
IBMInternational Business Machines Corp.2.74%0.33%2.41%
XOMExxonmobil Holdings Corp Common Stock Usd2.02%1.00%1.02%
MRKMerck & Company Inc2.47%0.50%1.97%
MAMastercard Inc2.17%0.72%1.45%

88.1% of NXTI is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NXTIVOO

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Frequently Asked Questions

Which is cheaper, NXTI or VOO?

NXTI has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, NXTI or VOO?

Over the past year NXTI returned +10.94% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NXTI annualized +18.60% vs +20.81% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NXTI or VOO?

NXTI has been the more volatile fund at 13.6% annualized versus 11.8% for VOO. Worst drawdown: NXTI -19.6% vs VOO -18.7%.

Should I hold both NXTI and VOO?

NXTI and VOO have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NXTI and VOO?

88.1% of NXTI's money is in holdings VOO also owns. 24.9% of VOO's is in holdings NXTI also owns. They hold 161 positions in common, counted across the 200 positions we hold weights for in NXTI and 494 in VOO.

Which pays a higher dividend, NXTI or VOO?

NXTI yields 0.53% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than NXTI?

VOO has a lower expense ratio. VOO led over 1Y and the full window. NXTI is less concentrated, with 34.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.