IVV vs SFYI
iShares Core S&P 500 ETF vs SoFi Social 50 Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SFYI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.72% | |
| AUM | $907.0B | $2M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 51 | |
| YTD Return | +12.71% | +2.44% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -7.7% | |
| Fund Family | iShares by BlackRock (US) | SoFi | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 6, 2026 |
IVV vs SFYI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SoFi Social 50 Income ETF (SFYI) is a ETF from SoFi. Year to date, IVV is up 12.71% versus a gain of 2.44% for SFYI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.7% for SFYI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SFYI charges 0.72%. On a $10,000 position that is $3 vs $72 annually, a gap of $69 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for SFYI.
Holdings Overlap
IVV and SFYI share 33 holdings out of 522 unique holdings combined, representing a 36.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SFYI?
IVV has an expense ratio of 0.03% while SFYI charges 0.72%. IVV is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between IVV and SFYI?
IVV and SFYI share 33 common holdings with a 36.8% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, IVV or SFYI?
IVV yields 1.10% while SFYI yields 0.00%, so IVV currently pays the higher dividend yield.
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