PortfoliosLab logoPortfoliosLab logo
AMID vs. SFYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMID vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Argent Mid Cap ETF (AMID) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


AMID

1D
-1.06%
1M
3.01%
YTD
6.47%
6M
4.43%
1Y
9.43%
3Y*
11.94%
5Y*
10Y*

SFYX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMID vs. SFYX - Yearly Performance Comparison


2026 (YTD)2025202420232022
AMID
Argent Mid Cap ETF
6.47%-1.39%13.06%31.26%-7.01%
SFYX
SoFi Next 500 ETF
5.66%14.25%14.45%17.70%-11.65%

Correlation

The correlation between AMID and SFYX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2022

0.84

The correlation between AMID and SFYX shifts across timeframes, from 0.66 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

AMID vs. SFYX - Sectors Allocation Comparison


Sectors
AMID
SFYX

Industrials

32.5%
22.3%

Technology

23.8%
16.0%

Financial Services

16.2%
15.0%

Consumer Cyclical

9.5%
9.9%

Healthcare

5.7%
12.0%

Energy

3.9%
4.8%

Basic Materials

3.6%
3.4%

Real Estate

3.3%
7.3%

Utilities

2.6%
2.3%

Consumer Defensive

2.3%
3.0%

Communication Services

-

4.0%

Industrials

AMID
32.5%
SFYX
22.3%

Technology

AMID
23.8%
SFYX
16.0%

Financial Services

AMID
16.2%
SFYX
15.0%

Consumer Cyclical

AMID
9.5%
SFYX
9.9%

Healthcare

AMID
5.7%
SFYX
12.0%

Energy

AMID
3.9%
SFYX
4.8%

Basic Materials

AMID
3.6%
SFYX
3.4%

Real Estate

AMID
3.3%
SFYX
7.3%

Utilities

AMID
2.6%
SFYX
2.3%

Consumer Defensive

AMID
2.3%
SFYX
3.0%

Communication Services

AMID

-

SFYX
4.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AMID vs. SFYX — Risk / Return Rank

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

AMID
AMID Risk / Return Rank: 1919
Overall Rank
AMID Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
AMID Sortino Ratio Rank: 1818
Sortino Ratio Rank
AMID Omega Ratio Rank: 1717
Omega Ratio Rank
AMID Calmar Ratio Rank: 1818
Calmar Ratio Rank
AMID Martin Ratio Rank: 2222
Martin Ratio Rank

SFYX

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

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.

AMID vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Argent Mid Cap ETF (AMID) and SoFi Next 500 ETF (SFYX). 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.


AMIDSFYXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.11

Calmar ratioReturn relative to maximum drawdown

0.77

Martin ratioReturn relative to average drawdown

2.66

AMID vs. SFYX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

AMID vs. SFYX - Drawdown Comparison


Loading charts...

Drawdown Indicators


AMIDSFYXDifference

Max Drawdown

Largest peak-to-trough decline

-23.32%

Max Drawdown (1Y)

Largest decline over 1 year

-12.31%

Max Drawdown (3Y)

Largest decline over 3 years

-23.32%

Current Drawdown

Current decline from peak

-4.40%

Average Drawdown

Average peak-to-trough decline

-6.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

Volatility

AMID vs. SFYX - Volatility Comparison


Loading charts...

Volatility by Period


AMIDSFYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

Volatility (6M)

Calculated over the trailing 6-month period

12.67%

Volatility (1Y)

Calculated over the trailing 1-year period

16.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.13%

AMID vs. SFYX - Expense Ratio Comparison

AMID has a 0.52% expense ratio, which is higher than SFYX's 0.00% expense ratio.


Dividends

AMID vs. SFYX - Dividend Comparison

AMID's dividend yield for the trailing twelve months is around 0.34%, while SFYX has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
AMID
Argent Mid Cap ETF
0.34%0.36%0.33%0.43%0.25%0.00%0.00%0.00%
SFYX
SoFi Next 500 ETF
1.36%1.44%1.25%1.51%1.56%0.90%1.16%1.02%

Frequently Asked Questions


AMID and SFYX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

SFYX is cheaper with a 0.00% expense ratio, compared with 0.52% for AMID.

SFYX has the higher dividend yield at 1.36%, compared with 0.34% for AMID.

They also come from different issuers: Argent and Toroso Investments. Their fees differ too: 0.52% for AMID and 0.00% for SFYX.

Portfolio Optimizer

Find the right allocation for AMID and SFYX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer