ENV vs. EXFY

Last updated Jun 9, 2026

ENV (Envestnet, Inc.) and EXFY (Expensify Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. At a 0.27 correlation, their price movements are largely independent.

Performance

ENV vs. EXFY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Envestnet, Inc. (ENV) and Expensify Inc (EXFY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ENV

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

EXFY

• 1D: 2.61%
• 1M: 15.12%
• YTD: -21.85%
• 6M: -26.25%
• 1Y: -49.36%
• 3Y*: -45.20%
• 5Y*: —
• 10Y*: —

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

ENV vs. EXFY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-4.94%
EXFY Expensify Inc	-21.85%	-54.93%	35.63%	-72.03%	-79.93%	7.16%

Correlation

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

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (All Time) Calculated using the full available price history since Nov 11, 2021	0.27

Fundamentals

Total Revenue (TTM) ENV : $1.34B EXFY : $140.00M
Gross Profit (TTM) ENV : $911.20M EXFY : $69.46M
EBITDA (TTM) ENV : -$92.97M EXFY : -$13.41M

Return for Risk

ENV vs. EXFY — Risk / Return Rank

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

EXFY

EXFY Risk / Return Rank: 14
EXFY Sharpe Ratio Rank: 10
EXFY Sortino Ratio Rank: 11
EXFY Omega Ratio Rank: 12
EXFY Calmar Ratio Rank: 17
EXFY Martin Ratio Rank: 19

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.

ENV vs. EXFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) and Expensify Inc (EXFY). 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.

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

Sharpe Ratios by Period

	ENV	EXFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	-0.67	—

Drawdowns

Drawdown Indicators

	ENV	EXFY	Difference
Max Drawdown Largest peak-to-trough decline	—	-98.46%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-71.38%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-90.86%	—
Current Drawdown Current decline from peak	—	-97.57%	—
Average Drawdown Average peak-to-trough decline	—	-84.37%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	44.52%	—

Volatility

Volatility by Period

	ENV	EXFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	20.09%	—
Volatility (6M) Calculated over the trailing 6-month period	—	51.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	62.45%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	80.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	80.34%	—

Dividends

ENV vs. EXFY - Dividend Comparison

Neither ENV nor EXFY has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both ENV and EXFY in my portfolio?

ENV and EXFY 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.