SYFI vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSYFIVTIWinner
Expense Ratio0.40%0.03%
AUM$924M$663.5B
Dividend Yield5.29%1.07%
Holdings5683,543
YTD Return+1.97%+11.83%
1Y Return+4.59%+21.79%
3Y Return (annualized)-+20.40%
5Y Return (annualized)-+11.96%
Volatility (annualized)2.5%15.3%
Max Drawdown-4.8%-56.6%
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 10, 2024May 24, 2001

SYFI vs VTI Performance

AB Short Duration High Yield ETF (SYFI) is a ETF from AllianceBernstein L.P. and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SYFI returned +4.59% while VTI returned +21.79%. Year to date, SYFI is up 1.97% versus a gain of 11.83% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 2.5% for SYFI. 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 -4.8% for SYFI 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SYFI charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, SYFI currently yields 5.29% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SYFI and VTI share 2 holdings out of 3147 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SYFIWeight in VTIDifference
C0.02%0.32%0.30%
NFE0.00%0.00%0.00%

Frequently Asked Questions

Which is cheaper, SYFI or VTI?

SYFI has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, SYFI or VTI?

Over the past year SYFI returned +4.59% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), SYFI annualized +6.39% vs +8.06% for VTI. Past performance does not guarantee future results.

Which is riskier, SYFI or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 2.5% for SYFI. Worst drawdown: SYFI -4.8% vs VTI -56.6%.

Should I hold both SYFI and VTI?

SYFI and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SYFI and VTI?

SYFI and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3147 unique securities.

Which pays a higher dividend, SYFI or VTI?

SYFI yields 5.29% while VTI yields 1.07%, so SYFI currently pays the higher dividend yield.

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