PINK vs VTI

PINK vs VTI

Which is better, PINK or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. PINK led over 1Y, VTI over 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricPINKVTI
Expense Ratio0.51%0.03%Best
AUM$374M$666.9B
Dividend Yield0.64%1.03%
Holdings553,543
YTD Return+5.31%+11.65%Best
1Y Return+25.56%Best+17.34%
3Y Return (annualized)+14.46%+20.35%Best
5Y Return (annualized)+9.90%+11.72%Best
Volatility (annualized)16.9%15.9%Best
Max Drawdown-18.8%Best-25.4%
$10,000 over 5 years$16,032$17,404Best
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 7, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 8, 2021 to Sep 10, 2026 (4.9 years).

PINK vs VTI 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 4.9 years both funds cover.

PINK vs VTI Performance

Simplify Health Care ETF (PINK) is an ETF from Simplify Exchange Traded Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PINK returned +25.56% while VTI returned +17.34%. Year to date, PINK is up 5.31% versus a gain of 11.65% for VTI.

Over three years, PINK compounded at +14.46% per year against +20.35% for VTI; over five years the annualized figures are +9.90% and +11.72% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PINK has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.9% for VTI. 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 -18.8% for PINK and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PINK charges 0.51% per year while VTI charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, PINK currently yields 0.64% against 1.03% for VTI.

Holdings Overlap

PINK already in VTI91.8%

At least 91.8% of PINK's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of PINK is already inside VTI. Owning both mostly buys the same companies twice.

44 positions in common, counted across the 52 positions we hold weights for in PINK and 2,787 in VTI, against full books of 55 and 3,543.

Top Shared Holdings

StockWeight in PINKWeight in VTIDifference
LLYEli Lilly & Co.9.93%1.40%8.53%
TMOThermo Fisher Scientific Inc7.08%0.26%6.82%
PCTPurecycle Technologies Inc6.47%0.00%6.47%
JNJJohnson & Johnson4.82%0.84%3.98%
UNHUnitedhealth Group Inc.4.60%0.52%4.08%
ABBVAbbvie Inc.4.48%0.61%3.87%
JAZZJazz Pharmaceuticals Plc.4.68%0.02%4.66%
UTHRUnited Therapeutics Corp4.31%0.03%4.28%
WRBYWarby Parker, Inc., Class A4.24%0.00%4.24%
HUMHumana Inc.4.07%0.07%4.00%

91.8% of PINK is already inside VTI.

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

PINKVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PINK or VTI?

PINK has an expense ratio of 0.51% while VTI charges 0.03%. VTI is the cheaper option, by $48 a year on a $10,000 investment.

Which performed better, PINK or VTI?

Over the past year PINK returned +25.56% vs +17.34% for VTI, so PINK leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PINK or VTI?

PINK has been the more volatile fund at 16.9% annualized versus 15.9% for VTI. Worst drawdown: PINK -18.8% vs VTI -25.4%.

Should I hold both PINK and VTI?

PINK and VTI have a monthly-return correlation of 0.67, 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 PINK and VTI?

At least 91.8% of PINK's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 44 positions in common, counted across the 52 positions we hold weights for in PINK and 2,787 in VTI.

Which pays a higher dividend, PINK or VTI?

PINK yields 0.64% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than PINK?

VTI has a lower expense ratio. PINK led over 1Y, VTI over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.