SYFI vs VOO

SYFI vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. SYFI offers more diversification with 553 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: SYFI

Side-by-Side Comparison

MetricSYFIVOOWinner
Expense Ratio0.40%0.03%
AUM$946M$997.4B
Dividend Yield6.05%1.08%
Holdings553509
YTD Return+2.83%+12.68%
1Y Return+5.67%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)2.4%14.1%
Max Drawdown-4.8%-34.3%
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 10, 2024Sep 7, 2010

SYFI vs VOO Performance

AB Short Duration High Yield ETF (SYFI) is a ETF from AllianceBernstein L.P. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SYFI returned +5.67% while VOO returned +21.87%. Year to date, SYFI is up 2.83% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.4% 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 -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 0.80. 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 1.08% for VOO.

Holdings Overlap

0.0%overlap

SYFI and VOO share 1 holdings out of 870 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SYFIWeight in VOODifference
C0.02%0.36%0.34%

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. On a $10,000 investment, that is $37 per year of difference.

Which performed better, SYFI or VOO?

Over the past year SYFI returned +5.67% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SYFI annualized +6.65% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, SYFI or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.4% for SYFI. Worst drawdown: SYFI -4.8% vs VOO -34.3%.

Should I hold both SYFI and VOO?

SYFI and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SYFI and VOO?

SYFI and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 870 unique securities.

Which pays a higher dividend, SYFI or VOO?

SYFI yields 6.05% while VOO yields 1.08%, so SYFI currently pays the higher dividend yield.

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