NXTI vs VYM
Simplify Next Intangible Core Index ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | NXTI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $40M | $79.0B | |
| Dividend Yield | 0.56% | 2.86% | |
| Holdings | 202 | 568 | |
| YTD Return | +12.33% | +16.10% | |
| 1Y Return | +18.54% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 13.7% | 14.6% | |
| Max Drawdown | -19.6% | -58.8% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 15, 2024 | Nov 10, 2006 |
NXTI vs VYM Performance
Simplify Next Intangible Core Index ETF (NXTI) is a ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NXTI returned +18.54% while VYM returned +25.99%. Year to date, NXTI is up 12.33% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.7% for NXTI. 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 -58.8% for VYM. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NXTI charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, NXTI currently yields 0.56% against 2.86% for VYM.
Holdings Overlap
NXTI and VYM share 6 holdings out of 570 unique holdings combined, representing a 2.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NXTI or VYM?
NXTI has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, NXTI or VYM?
Over the past year NXTI returned +18.54% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NXTI annualized +19.54% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, NXTI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.7% for NXTI. Worst drawdown: NXTI -19.6% vs VYM -58.8%.
Should I hold both NXTI and VYM?
NXTI and VYM have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NXTI and VYM?
NXTI and VYM share 6 common holdings with a 2.3% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, NXTI or VYM?
NXTI yields 0.56% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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