CAGE vs. SFYI

Last updated Jul 21, 2026

CAGE (Calamos Autocallable Growth ETF) and SFYI (SoFi Social 50 Income ETF) are both Derivative Income funds. Both are actively managed. A 0.55 correlation means they provide meaningful diversification when combined.

Performance

CAGE vs. SFYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Autocallable Growth ETF (CAGE) and SoFi Social 50 Income ETF (SFYI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CAGE

• 1D: -0.76%
• 1M: -1.51%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SFYI

• 1D: -0.09%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

CAGE vs. SFYI - Yearly Performance Comparison

	2026 (YTD)
CAGE Calamos Autocallable Growth ETF	-3.97%
SFYI SoFi Social 50 Income ETF	-2.07%

Correlation

The correlation between CAGE and SFYI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 7, 2026	0.55

Return for Risk

CAGE vs. SFYI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Autocallable Growth ETF (CAGE) and SoFi Social 50 Income ETF (SFYI). 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.

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

Drawdowns

CAGE vs. SFYI - Drawdown Comparison

The maximum CAGE drawdown since its inception was -6.60%, which is greater than SFYI's maximum drawdown of -3.25%. Use the drawdown chart below to compare losses from any high point for CAGE and SFYI.

Drawdown Indicators

	CAGE	SFYI	Difference
Max Drawdown Largest peak-to-trough decline	-6.60%	-3.25%	-3.35%
Current Drawdown Current decline from peak	-4.11%	-3.25%	-0.86%
Average Drawdown Average peak-to-trough decline	-1.73%	-1.26%	-0.47%

Volatility

Volatility by Period

	CAGE	SFYI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	20.92%	12.99%	+7.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.92%	12.99%	+7.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.92%	12.99%	+7.93%

Dividends

CAGE vs. SFYI - Dividend Comparison

Neither CAGE nor SFYI has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both CAGE and SFYI in my portfolio?

CAGE and SFYI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF pays a higher dividend yield, CAGE or SFYI?

CAGE and SFYI have nearly identical dividend yields, around 0.00%.

What is the main difference between CAGE and SFYI?

They also come from different issuers: Calamos and Tidal.