Compare · 2 funds side by side · dividends reinvested

CDX and VTI

CDXSimplify×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

CDX and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

Simplify High Yield ETFBonds & Cash · High yield0.50%8.33%−4.6%−5.1%+5.7%[…]−5.9%6.3%$302M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CDX 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Simplify High Yield ETF · $302M[…]

CDX

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

CDXMeasureVTI

−4.6%Year to dateJan 1 → Nov 6+8.9%

−5.1%1 yearTotal return+9.9%

+5.7%3 years · per year$10,000 became $11,808 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

8.33%Trailing 12-mo yield$833 · $109 a year on $10k1.09%

−5.9%Worst dropSmaller is better−8.9%

6.3%VolatilityLower is calmer13.7%

CDXVTI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4VTI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDX vs VTI: Top 5 Holdings

Today

CDX

75.0%in top 5

VTI

in top 525.0%

CDXStockVTI

73.7%SBILnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

0.4%ACNnot top 5

0.3%GEHCnot top 5

0.3%NXTnot top 5

0.3%TYLnot top 5

Held in common10.9%

End-of-day Nov 6, 2026 · share of each fund

CDX vs VTI Returns, Every Period

SimplifyCDX

−5.1%

past year

VTIVanguard

+9.9%

past year

CDXVTIFaded: behind in that period

0–3VTI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: CDX vs VTI

YTD

SimplifyCDX

−4.6%

VTIVanguard

+8.9%

−4.6%Year to date+8.9%

−5.9%Worst drop · 1Y−8.9%

6.3%Volatility · 1Y13.7%

8.3%Yield1.1%

$302MAssets$689B

3–1CDX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDX, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

CDX0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CDX, VTI

8.33%highest, CDX

FundTrailing yieldYield$10k

CDX8.33%$833

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CDX, VTI

Today

10.9%most shared, CDX and VTI

CDXVTI

CDX—10.9%

VTI10.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

CDXWorst drop−5.9%6.3% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CDXVTI

−4.6%Year to date+8.9%

8.3%Yield1.1%

−5.1%Past year+9.9%

0.50%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026