SFYX vs. VGUS

Last updated Jun 24, 2026

SFYX (SoFi Next 500 ETF) and VGUS (Vanguard Ultra-Short Treasury ETF) are both exchange-traded funds - SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index, while VGUS is a Ultrashort Bond fund tracking the Bloomberg Short Treasury Index. Both are passively managed. At a correlation of -0.11, they often move in opposite directions. SFYX charges 0.00%/yr vs 0.07%/yr for VGUS.

Performance

SFYX vs. VGUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Next 500 ETF (SFYX) and Vanguard Ultra-Short Treasury ETF (VGUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VGUS

• 1D: 0.01%
• 1M: 0.20%
• YTD: 1.61%
• 6M: 1.69%
• 1Y: 3.85%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SFYX vs. VGUS - Yearly Performance Comparison

	2026 (YTD)	2025
SFYX SoFi Next 500 ETF	5.66%	8.98%
VGUS Vanguard Ultra-Short Treasury ETF	1.61%	3.78%

Correlation

The correlation between SFYX and VGUS is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.06
Correlation (All Time) Calculated using the full available price history since Feb 11, 2025	-0.11

Return for Risk

SFYX vs. VGUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SFYX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VGUS

VGUS Risk / Return Rank: 99
VGUS Sharpe Ratio Rank: 100
VGUS Sortino Ratio Rank: 99
VGUS Omega Ratio Rank: 99
VGUS Calmar Ratio Rank: 99
VGUS Martin Ratio Rank: 100

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFYX vs. VGUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and Vanguard Ultra-Short Treasury ETF (VGUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SFYX	VGUS	Difference
Sharpe ratio: Return per unit of total volatility	—	11.84	—
Sortino ratio: Return per unit of downside risk	—	34.08	—
Omega ratio: Gain probability vs. loss probability	—	10.49	—
Calmar ratio: Return relative to maximum drawdown	—	53.13	—
Martin ratio: Return relative to average drawdown	—	402.18	—

Drawdowns

Drawdown Indicators

	SFYX	VGUS	Difference
Max Drawdown Largest peak-to-trough decline	—	-0.07%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-0.07%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-0.00%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.01%	—

Volatility

Volatility by Period

	SFYX	VGUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.11%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	0.33%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	0.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	0.34%	—

SFYX vs. VGUS - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than VGUS's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

SFYX vs. VGUS - Dividend Comparison

SFYX has not paid dividends to shareholders, while VGUS's dividend yield for the trailing twelve months is around 3.60%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%
VGUS Vanguard Ultra-Short Treasury ETF	3.60%	3.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SFYX and VGUS in my portfolio?

SFYX and VGUS have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SFYX or VGUS?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SFYX or VGUS?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.07% for VGUS.

Which ETF pays a higher dividend yield, SFYX or VGUS?

VGUS has the higher dividend yield at 3.60%, compared with 1.36% for SFYX.

What is the main difference between SFYX and VGUS?

SFYX is categorized as Mid Cap Growth Equities, while VGUS is Ultrashort Bond. SFYX tracks Solactive SoFi US Next 500 Growth Index, while VGUS tracks Bloomberg Short Treasury Index. They also come from different issuers: Toroso Investments and Vanguard. Their fees differ too: 0.00% for SFYX and 0.07% for VGUS.