PCR vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPCRVYMWinner
Expense Ratio0.76%0.04%
AUM$2M$79.0B
Dividend Yield8.86%2.86%
Holdings256568
YTD Return-6.12%+16.78%
1Y Return-11.72%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)-14.6%
Max Drawdown-20.1%-58.8%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 22, 2025Nov 10, 2006

PCR vs VYM Performance

Simplify VettaFi Private Credit Strategy ETF (PCR) 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 PCR returned -11.72% while VYM returned +24.43%. Year to date, PCR is down 6.12% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -20.1% for PCR and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $76 vs $4 annually, a gap of $72 per year that compounds over a long holding period. On income, PCR currently yields 8.86% against 2.86% for VYM.

Holdings Overlap

3.0%overlap

PCR and VYM share 25 holdings out of 726 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PCRWeight in VYMDifference
JNJ0.29%2.62%2.33%
PM0.28%1.28%1.00%
IBM0.26%0.98%0.72%
MSProProPro
ACNProProPro
ITWProProPro
FASTProProPro
OKEProProPro
DELLProProPro
GRMNProProPro
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Frequently Asked Questions

Which is cheaper, PCR or VYM?

PCR has an expense ratio of 0.76% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, PCR or VYM?

Over the past year PCR returned -11.72% vs +24.43% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between PCR and VYM?

PCR and VYM share 25 common holdings with a 3.0% weight overlap. Combined, they hold 726 unique securities.

Which pays a higher dividend, PCR or VYM?

PCR yields 8.86% while VYM yields 2.86%, so PCR currently pays the higher dividend yield.

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