SVOL vs VTI
Simplify Volatility Premium ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SVOL | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | |
| AUM | $532M | $666.9B | |
| Dividend Yield | 22.35% | 1.07% | |
| Holdings | 38 | 3,543 | |
| YTD Return | +6.20% | +12.65% | |
| 1Y Return | +17.99% | +21.39% | |
| 3Y Return (annualized) | +7.61% | +21.54% | |
| 5Y Return (annualized) | +7.59% | +12.11% | |
| Volatility (annualized) | 13.5% | 15.3% | |
| Max Drawdown | -33.5% | -56.6% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 12, 2021 | May 24, 2001 |
SVOL vs VTI Performance
Simplify Volatility Premium ETF (SVOL) 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 SVOL returned +17.99% while VTI returned +21.39%. Year to date, SVOL is up 6.20% versus a gain of 12.65% for VTI.
Over three years, SVOL compounded at +7.61% per year against +21.54% for VTI; over five years the annualized figures are +7.59% and +12.11% respectively. Across the full 5-year window we track, SVOL has the edge at +8.66% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.5% for SVOL. 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 -33.5% for SVOL and -56.6% for VTI. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SVOL charges 0.66% per year while VTI charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, SVOL currently yields 22.35% against 1.07% for VTI.
Holdings Overlap
SVOL and VTI share 0 holdings out of 2795 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SVOL or VTI?
SVOL has an expense ratio of 0.66% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, SVOL or VTI?
Over the past year SVOL returned +17.99% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), SVOL annualized +8.66% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, SVOL or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.5% for SVOL. Worst drawdown: SVOL -33.5% vs VTI -56.6%.
Should I hold both SVOL and VTI?
SVOL and VTI have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SVOL and VTI?
SVOL and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2795 unique securities.
Which pays a higher dividend, SVOL or VTI?
SVOL yields 22.35% while VTI yields 1.07%, so SVOL currently pays the higher dividend yield.
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