PCR vs VTI

PCR vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricPCRVTIWinner
Expense Ratio0.76%0.03%
AUM$3M$666.9B
Dividend Yield10.24%1.07%
Holdings2703,543
YTD Return-8.20%+13.14%
1Y Return-13.67%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-20.1%-56.6%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 22, 2025May 24, 2001

PCR vs VTI Performance

Simplify VettaFi Private Credit Strategy ETF (PCR) 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 PCR returned -13.67% while VTI returned +22.35%. Year to date, PCR is down 8.20% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -20.1% for PCR and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PCR charges 0.76% per year while VTI charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, PCR currently yields 10.24% against 1.07% for VTI.

Holdings Overlap

13.5%overlap

PCR and VTI share 175 holdings out of 2864 unique holdings combined, representing a 13.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PCRWeight in VTIDifference
NVDA0.30%6.32%6.02%
AAPL0.32%5.84%5.52%
MSFT0.32%3.81%3.49%
GOOGLProProPro
AVGOProProPro
METAProProPro
JPMProProPro
VProProPro
AMATProProPro
LRCXProProPro
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Frequently Asked Questions

Which is cheaper, PCR or VTI?

PCR has an expense ratio of 0.76% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, PCR or VTI?

Over the past year PCR returned -13.67% vs +22.35% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between PCR and VTI?

PCR and VTI share 175 common holdings with a 13.5% weight overlap. Combined, they hold 2864 unique securities.

Which pays a higher dividend, PCR or VTI?

PCR yields 10.24% while VTI yields 1.07%, so PCR currently pays the higher dividend yield.

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