SYFI vs VOO

SYFI vs VOO

Which is better, SYFI or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricSYFIVOO
Expense Ratio0.40%0.03%Best
AUM$956M$997.4B
Dividend Yield6.05%1.04%
Holdings553509
YTD Return+2.23%+12.50%Best
1Y Return+3.53%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)2.7%Best11.9%
Max Drawdown-4.8%Best-18.7%
$10,000 over 2.3 years$11,481$14,793Best
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionJun 10, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 10, 2024 to Sep 11, 2026 (2.3 years).

SYFI 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 2.3 years both funds cover.

SYFI vs VOO Performance

AB Short Duration High Yield ETF (SYFI) is an ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SYFI returned +3.53% while VOO returned +17.58%. Year to date, SYFI is up 2.23% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 2.7% for SYFI. 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 -4.8% for SYFI 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SYFI charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, SYFI currently yields 6.05% against 1.04% for VOO.

Holdings Overlap

VOO already in SYFI0.4%

At least 0.4% of VOO's money is in holdings SYFI also owns.

Stated as a floor: for SYFI, our book for it covers 79.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 362 positions we hold weights for in SYFI and 505 in VOO, against full books of 553 and 509.

Top Shared Holdings

StockWeight in SYFIWeight in VOODifference
CCitigroup Inc V/R /Perp0.02%0.36%0.34%

You are not choosing between two funds in isolation.

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

SYFIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SYFI or VOO?

SYFI has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, SYFI or VOO?

Over the past year SYFI returned +3.53% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SYFI annualized +6.19% vs +18.56% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SYFI or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 2.7% for SYFI. Worst drawdown: SYFI -4.8% vs VOO -18.7%.

Should I hold both SYFI and VOO?

SYFI and VOO have a monthly-return correlation of 0.76, 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, SYFI or VOO?

SYFI yields 6.05% while VOO yields 1.04%, so SYFI currently pays the higher dividend yield.

Is VOO better than SYFI?

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.