SOFX vs VOO
Defiance Daily Target 2X Long SOFI ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SOFX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.03% | |
| AUM | $75M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 11 | 509 | |
| YTD Return | -69.09% | +13.44% | |
| 1Y Return | -63.54% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 106.2% | 14.1% | |
| Max Drawdown | -84.8% | -34.3% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 15, 2025 | Sep 7, 2010 |
SOFX vs VOO Performance
Defiance Daily Target 2X Long SOFI ETF (SOFX) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SOFX returned -63.54% while VOO returned +22.62%. Year to date, SOFX is down 69.09% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
SOFX has been the more volatile fund, with annualized monthly volatility of 106.2% compared with 14.1% 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 -84.8% for SOFX and -34.3% for VOO. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SOFX charges 1.29% per year while VOO charges 0.03%. On a $10,000 position that is $129 vs $3 annually, a gap of $126 per year that compounds over a long holding period. On income, SOFX currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
SOFX and VOO share 0 holdings out of 507 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, SOFX or VOO?
SOFX has an expense ratio of 1.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $126 per year of difference.
Which performed better, SOFX or VOO?
Over the past year SOFX returned -63.54% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SOFX annualized -36.58% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SOFX or VOO?
SOFX has been the more volatile fund at 106.2% annualized versus 14.1% for VOO. Worst drawdown: SOFX -84.8% vs VOO -34.3%.
Should I hold both SOFX and VOO?
SOFX and VOO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SOFX and VOO?
SOFX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, SOFX or VOO?
SOFX yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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