SOFA vs VTI
Direxion Daily SOFI Bull 2X ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SOFA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $8M | $666.9B | |
| Dividend Yield | 0.86% | 1.07% | |
| Holdings | 8 | 3,543 | |
| YTD Return | -41.27% | +12.74% | |
| 1Y Return | - | +20.66% | |
| 3Y Return (annualized) | - | +20.69% | |
| 5Y Return (annualized) | - | +11.52% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -55.1% | -56.6% | |
| Fund Family | Direxion Shares ETF Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 11, 2026 | May 24, 2001 |
SOFA vs VTI Performance
Direxion Daily SOFI Bull 2X ETF (SOFA) is a ETF from Direxion Shares ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SOFA is down 41.27% versus a gain of 12.74% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -55.1% for SOFA and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SOFA charges 0.97% per year while VTI charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, SOFA currently yields 0.86% against 1.07% for VTI.
Holdings Overlap
SOFA and VTI share 1 holdings out of 2790 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SOFA | Weight in VTI | Difference |
|---|---|---|---|
| SOFI | 19.11% | 0.03% | 19.08% |
Frequently Asked Questions
Which is cheaper, SOFA or VTI?
SOFA has an expense ratio of 0.97% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
What is the holdings overlap between SOFA and VTI?
SOFA and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, SOFA or VTI?
SOFA yields 0.86% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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