SOFX vs VOO
Defiance Daily Target 2X Long SOFI ETF vs Vanguard S&P 500 ETF
Which is better, SOFX or VOO?
Leverage Strategy against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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
| Metric | SOFX | VOO |
|---|---|---|
| Expense Ratio | 1.29% | 0.03%Best |
| AUM | $55M | $997.4B |
| Dividend Yield | 38.81% | 1.04% |
| Holdings | 22 | 509 |
| YTD Return | -74.51% | +12.25%Best |
| 1Y Return | -78.51% | +17.03%Best |
| 3Y Return (annualized) | - | +21.25% |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 103.6% | 13.0%Best |
| Max Drawdown | -84.8% | -18.7%Best |
| $10,000 over 1.7 years | $3,971 | $13,188Best |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Blend |
| Inception | Jan 15, 2025 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 16, 2025 to Sep 17, 2026 (1.7 years).
SOFX vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
SOFX vs VOO Performance
Defiance Daily Target 2X Long SOFI ETF (SOFX) is an ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SOFX returned -78.51% while VOO returned +17.03%. Year to date, SOFX is down 74.51% versus a gain of 12.25% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOFX has been the more volatile fund, with annualized monthly volatility of 103.6% compared with 13.0% 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 -18.7% 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 0.56. They move together some of the time, and apart the rest.
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 38.81% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 2 holdings in SOFX and 494 in VOO, totalling 37.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in SOFX and 494 in VOO, against full books of 22 and 509.
You are not choosing between two funds in isolation.
Whichever of SOFX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $126 a year on a $10,000 investment.
Which performed better, SOFX or VOO?
Over the past year SOFX returned -78.51% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SOFX annualized -41.92% vs +17.68% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SOFX or VOO?
SOFX has been the more volatile fund at 103.6% annualized versus 13.0% for VOO. Worst drawdown: SOFX -84.8% vs VOO -18.7%.
Should I hold both SOFX and VOO?
SOFX and VOO have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SOFX or VOO?
SOFX yields 38.81% while VOO yields 1.04%, so SOFX currently pays the higher dividend yield.
Is VOO better than SOFX?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.