SFYX vs VOO

SFYX vs VOO

Which is better, SFYX or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SFYX is less concentrated, with 10.3% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: SFYX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSFYXVOO
Expense Ratio0.06%0.03%Best
AUM$28M$1.0T
Dividend Yield1.39%1.04%
Holdings491506
Volatility (annualized)20.9%16.6%Best
Max Drawdown-39.6%-34.3%Best
$10,000 over 6.9 years$18,693$25,762Best
Top 10 Weight10.3%Best37.6%
Fund FamilySoFiVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionApr 10, 2019Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 226 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SFYX has data through Feb 18, 2026 and VOO through Oct 2, 2026.

Volatility and max drawdown, and the $10,000 over 6.9 years row, are measured over the window both funds cover: Apr 11, 2019 to Feb 18, 2026 (6.9 years).

Risk: Volatility and Drawdowns

SFYX has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 16.6% for VOO. 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 -39.6% for SFYX and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SFYX charges 0.06% per year while VOO charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, SFYX currently yields 1.39% against 1.04% for VOO.

Holdings Overlap

SFYX already in VOO13.1%
VOO already in SFYX1.1%

13.1% of SFYX's money is in holdings VOO also owns. 1.1% of VOO's money is in holdings SFYX also owns.

SFYX and VOO share little of their money.

The two holdings books were reported 245 days apart, SFYX as of Nov 28, 2025 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

44 positions in common, counted across the 492 positions we hold weights for in SFYX and 494 in VOO, against full books of 491 and 506.

What only one of them owns

Our book lists 444 positions for VOO that do not appear in our book for SFYX (98.0% of the fund), and 438 for SFYX that do not appear in VOO (83.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SFYXWeight in VOODifference
TKOTko Group Holdings Inc1.21%0.02%1.19%
FIXComfort Systems USA Inc.1.02%0.09%0.93%
COHRCoherent Corp0.90%0.08%0.82%
BXPBoston Properties Inc0.66%0.02%0.64%
CIENCiena Corp0.53%0.08%0.45%
TRMBTrimble Inc.0.43%0.02%0.41%
LITELumentum Holdings Inc0.36%0.09%0.27%
CRLCharles River Laboratories International Inc0.41%0.02%0.39%
TPRTapestry Inc.0.36%0.05%0.31%
IVZInvesco PLC0.36%0.02%0.34%

You are not choosing between two funds in isolation.

Whichever of SFYX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SFYXVOO

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Frequently Asked Questions

Which is cheaper, SFYX or VOO?

SFYX has an expense ratio of 0.06% while VOO charges 0.03%. VOO is the cheaper option, by $3 a year on a $10,000 investment.

Which is riskier, SFYX or VOO?

SFYX has been the more volatile fund at 20.9% annualized versus 16.6% for VOO. Worst drawdown: SFYX -39.6% vs VOO -34.3%.

Should I hold both SFYX and VOO?

SFYX and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SFYX and VOO?

13.1% of SFYX's money is in holdings VOO also owns. 1.1% of VOO's is in holdings SFYX also owns. They hold 44 positions in common, counted across the 492 positions we hold weights for in SFYX and 494 in VOO.

Which pays a higher dividend, SFYX or VOO?

SFYX yields 1.39% while VOO yields 1.04%, so SFYX currently pays the higher dividend yield.

Is VOO better than SFYX?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SFYX is less concentrated, with 10.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.