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BNKL.TO vs. SOFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNKL.TO vs. SOFI - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Global X Enhanced Equal Weight Banks Index ETF (BNKL.TO) and SoFi Technologies, Inc. (SOFI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BNKL.TO is traded in CAD, while SOFI is traded in USD. To make them comparable, the SOFI values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BNKL.TO achieves a 20.92% return, which is significantly higher than SOFI's -35.48% return.


BNKL.TO

1D
-0.62%
1M
4.25%
YTD
20.92%
6M
28.82%
1Y
75.00%
3Y*
5Y*
10Y*

SOFI

1D
-5.59%
1M
5.02%
YTD
-35.48%
6M
-42.84%
1Y
23.68%
3Y*
34.93%
5Y*
-1.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNKL.TO vs. SOFI - Yearly Performance Comparison


2026 (YTD)202520242023
BNKL.TO
Global X Enhanced Equal Weight Banks Index ETF
20.92%55.98%29.92%9.73%
SOFI
SoFi Technologies, Inc.
-35.48%62.20%68.07%23.30%

Correlation

The correlation between BNKL.TO and SOFI is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2023

0.25

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Return for Risk

BNKL.TO vs. SOFI — Risk / Return Rank

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

BNKL.TO
BNKL.TO Risk / Return Rank: 9696
Overall Rank
BNKL.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BNKL.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
BNKL.TO Omega Ratio Rank: 9797
Omega Ratio Rank
BNKL.TO Calmar Ratio Rank: 9494
Calmar Ratio Rank
BNKL.TO Martin Ratio Rank: 9595
Martin Ratio Rank

SOFI
SOFI Risk / Return Rank: 5151
Overall Rank
SOFI Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SOFI Sortino Ratio Rank: 5151
Sortino Ratio Rank
SOFI Omega Ratio Rank: 4949
Omega Ratio Rank
SOFI Calmar Ratio Rank: 5050
Calmar Ratio Rank
SOFI Martin Ratio Rank: 4949
Martin Ratio Rank
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.

BNKL.TO vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Enhanced Equal Weight Banks Index ETF (BNKL.TO) and SoFi Technologies, Inc. (SOFI). 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.


BNKL.TOSOFIDifference
Sharpe ratioReturn per unit of total volatility

+4.57

Sortino ratioReturn per unit of downside risk

+5.74

Omega ratioGain probability vs. loss probability

1.90

1.11

+0.79

Calmar ratioReturn relative to maximum drawdown

7.02

0.44

+6.57

Martin ratioReturn relative to average drawdown

30.53

0.83

+29.70

BNKL.TO vs. SOFI - Sharpe Ratio Comparison

The current BNKL.TO Sharpe Ratio is 5.00, which is higher than the SOFI Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of BNKL.TO and SOFI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNKL.TOSOFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.00

0.43

+4.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

2.60

0.14

+2.45

Drawdowns

BNKL.TO vs. SOFI - Drawdown Comparison

The maximum BNKL.TO drawdown since its inception was -18.58%, smaller than the maximum SOFI drawdown of -82.27%. Use the drawdown chart below to compare losses from any high point for BNKL.TO and SOFI.


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Drawdown Indicators


BNKL.TOSOFIDifference

Max Drawdown

Largest peak-to-trough decline

-18.58%

-82.27%

+63.69%

Max Drawdown (1Y)

Largest decline over 1 year

-10.79%

-53.60%

+42.81%

Max Drawdown (3Y)

Largest decline over 3 years

-53.60%

Max Drawdown (5Y)

Largest decline over 5 years

-79.76%

Current Drawdown

Current decline from peak

-3.44%

-48.62%

+45.18%

Average Drawdown

Average peak-to-trough decline

-3.06%

-50.30%

+47.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.47%

28.44%

-25.97%

Volatility

BNKL.TO vs. SOFI - Volatility Comparison

The current volatility for Global X Enhanced Equal Weight Banks Index ETF (BNKL.TO) is 4.61%, while SoFi Technologies, Inc. (SOFI) has a volatility of 15.04%. This indicates that BNKL.TO experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNKL.TOSOFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

15.04%

-10.43%

Volatility (6M)

Calculated over the trailing 6-month period

13.18%

37.41%

-24.23%

Volatility (1Y)

Calculated over the trailing 1-year period

15.15%

55.45%

-40.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.83%

65.62%

-49.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.83%

70.82%

-54.99%

Dividends

BNKL.TO vs. SOFI - Dividend Comparison

BNKL.TO's dividend yield for the trailing twelve months is around 2.99%, while SOFI has not paid dividends to shareholders.


PositionTTM202520242023
BNKL.TO
Global X Enhanced Equal Weight Banks Index ETF
2.99%3.40%4.39%2.79%
SOFI
SoFi Technologies, Inc.
0.00%0.00%0.00%0.00%

Frequently Asked Questions


BNKL.TO and SOFI have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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