SFY vs VXUS

Quick Verdict

VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: TiedHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSFYVXUSWinner
Expense Ratio0.05%0.05%
AUM$649M$156.5B
Dividend Yield0.84%2.60%
Holdings5068,747
YTD Return+16.11%+14.57%
1Y Return+26.75%+27.82%
3Y Return (annualized)+25.83%+19.27%
5Y Return (annualized)+14.64%+9.28%
Volatility (annualized)17.8%15.1%
Max Drawdown-33.3%-39.9%
Fund FamilySoFiVanguard (US)
CategoryEquityEquity
InceptionApr 10, 2019Jan 26, 2011

SFY vs VXUS Performance

Sofi Select 500 ETF (SFY) is a ETF from SoFi and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SFY returned +26.75% while VXUS returned +27.82%. Year to date, SFY is up 16.11% versus a gain of 14.57% for VXUS.

Over three years, SFY compounded at +25.83% per year against +19.27% for VXUS; over five years the annualized figures are +14.64% and +9.28% respectively. Across the full 7-year window we track, SFY has the edge at +17.56% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SFY has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% for VXUS. 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 -33.3% for SFY and -39.9% for VXUS. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SFY charges 0.05% per year while VXUS charges 0.05%. On a $10,000 position that is $5 vs $5 annually. On income, SFY currently yields 0.84% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

SFY and VXUS share 7 holdings out of 8346 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SFYWeight in VXUSDifference
ORCL0.41%0.00%0.41%
IRM0.11%0.05%0.06%
AMRZ:SM0.03%0.07%0.04%
HBANProProPro
SREProProPro
KRProProPro
BGProProPro
See all 7 holdings SFY shares with VXUS
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Frequently Asked Questions

Which is cheaper, SFY or VXUS?

SFY has an expense ratio of 0.05% while VXUS charges 0.05%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, SFY or VXUS?

Over the past year SFY returned +26.75% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), SFY annualized +17.56% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SFY or VXUS?

SFY has been the more volatile fund at 17.8% annualized versus 15.1% for VXUS. Worst drawdown: SFY -33.3% vs VXUS -39.9%.

Should I hold both SFY and VXUS?

SFY and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SFY and VXUS?

SFY and VXUS share 7 common holdings with a 0.1% weight overlap. Combined, they hold 8346 unique securities.

Which pays a higher dividend, SFY or VXUS?

SFY yields 0.84% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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