SOFR vs VXUS
SOFR vs VXUS
Amplify Samsung SOFR ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SOFR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.05% | |
| AUM | $453M | $156.5B | |
| Dividend Yield | 4.20% | 2.60% | |
| Holdings | 6 | 8,747 | |
| YTD Return | +2.12% | +14.57% | |
| 1Y Return | +3.82% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 0.4% | 15.1% | |
| Max Drawdown | -0.4% | -39.9% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 15, 2023 | Jan 26, 2011 |
SOFR vs VXUS Performance
Amplify Samsung SOFR ETF (SOFR) is a ETF from Amplify ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SOFR returned +3.82% while VXUS returned +27.82%. Year to date, SOFR is up 2.12% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 0.4% for SOFR. 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 -0.4% for SOFR 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SOFR charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, SOFR currently yields 4.20% against 2.60% for VXUS.
Holdings Overlap
SOFR and VXUS share 0 holdings out of 7862 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SOFR or VXUS?
SOFR has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, SOFR or VXUS?
Over the past year SOFR returned +3.82% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), SOFR annualized +4.53% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, SOFR or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 0.4% for SOFR. Worst drawdown: SOFR -0.4% vs VXUS -39.9%.
Should I hold both SOFR and VXUS?
SOFR and VXUS have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SOFR and VXUS?
SOFR and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.
Which pays a higher dividend, SOFR or VXUS?
SOFR yields 4.20% while VXUS yields 2.60%, so SOFR currently pays the higher dividend yield.
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