VITAX vs. SFY
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and SoFi Select 500 ETF (SFY).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. SFY is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US 500 Growth Index. It was launched on Apr 11, 2019. Both VITAX and SFY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
VITAX vs. SFY - Performance Comparison
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VITAX vs. SFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 19.50% |
SFY SoFi Select 500 ETF | -4.64% | 22.67% | 29.81% | 29.36% | -22.84% | 28.03% | 24.52% | 13.38% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than SFY's -4.64% return.
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
SFY
- 1D
- 0.97%
- 1M
- -4.34%
- YTD
- -4.64%
- 6M
- -2.54%
- 1Y
- 24.30%
- 3Y*
- 21.79%
- 5Y*
- 12.84%
- 10Y*
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VITAX vs. SFY - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is higher than SFY's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VITAX vs. SFY — Risk / Return Rank
VITAX
SFY
VITAX vs. SFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and SoFi Select 500 ETF (SFY). 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.
| VITAX | SFY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.16 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.74 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.08 | -0.30 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.54 | -3.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VITAX | SFY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.16 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.68 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.77 | -0.17 |
Correlation
The correlation between VITAX and SFY is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VITAX vs. SFY - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than SFY's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
SFY SoFi Select 500 ETF | 1.01% | 0.96% | 0.99% | 1.40% | 1.61% | 0.90% | 1.18% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VITAX vs. SFY - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than SFY's maximum drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for VITAX and SFY.
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Drawdown Indicators
| VITAX | SFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -33.25% | -21.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -12.01% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -27.72% | -7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | — | — |
Current DrawdownCurrent decline from peak | -12.77% | -6.85% | -5.92% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -6.31% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.92% | +2.38% |
Volatility
VITAX vs. SFY - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to SoFi Select 500 ETF (SFY) at 6.31%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than SFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | SFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 6.31% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 11.69% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 20.98% | +6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 18.95% | +6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 20.31% | +4.41% |