SDMF vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricSDMFVTIWinner
Expense Ratio0.35%0.03%
AUM-$663.5B
Dividend Yield-1.07%
Holdings03,543
YTD Return+3.47%+13.87%
1Y Return-+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-6.2%-56.6%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
InceptionFeb 17, 2026May 24, 2001

SDMF vs VTI Performance

Simplify DBi CTA Managed Futures Index ETF (SDMF) is a ETF from Simplify Exchange Traded Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SDMF is up 3.47% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.2% for SDMF 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

SDMF charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period.

Frequently Asked Questions

Which is cheaper, SDMF or VTI?

SDMF has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

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