ENV vs. SOFI

Last updated Jun 9, 2026

ENV (Envestnet, Inc.) and SOFI (SoFi Technologies, Inc.) are both stocks. ENV operates in Software - Application (Technology), while SOFI operates in Credit Services (Financial Services). At a 0.27 correlation, their price movements are largely independent.

Performance

ENV vs. SOFI - Performance Comparison

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

Returns By Period

ENV

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

SOFI

• 1D: 2.93%
• 1M: 4.76%
• YTD: -36.97%
• 6M: -40.24%
• 1Y: 15.87%
• 3Y*: 26.35%
• 5Y*: -6.19%
• 10Y*: —

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

ENV vs. SOFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-3.58%	2.53%
SOFI SoFi Technologies, Inc.	-36.97%	70.00%	54.77%	115.84%	-70.84%	27.09%	18.70%

Correlation

The correlation between ENV and SOFI 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	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (All Time) Calculated using the full available price history since Dec 1, 2020	0.27

Fundamentals

Total Revenue (TTM) ENV : $1.34B SOFI : $4.73B
Gross Profit (TTM) ENV : $911.20M SOFI : $3.39B
EBITDA (TTM) ENV : -$92.97M SOFI : $1.40B

Return for Risk

ENV vs. SOFI — Risk / Return Rank

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

SOFI

SOFI Risk / Return Rank: 50
SOFI Sharpe Ratio Rank: 52
SOFI Sortino Ratio Rank: 50
SOFI Omega Ratio Rank: 48
SOFI Calmar Ratio Rank: 50
SOFI Martin Ratio Rank: 49

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. SOFI - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	ENV	SOFI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.28	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.09	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.12	—

Drawdowns

Drawdown Indicators

	ENV	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	—	-83.32%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-52.96%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-52.96%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-81.54%	—
Current Drawdown Current decline from peak	—	-48.77%	—
Average Drawdown Average peak-to-trough decline	—	-51.23%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	28.21%	—

Volatility

Volatility by Period

	ENV	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	17.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	38.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	56.53%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	66.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	71.97%	—

Dividends

ENV vs. SOFI - Dividend Comparison

Neither ENV nor SOFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both ENV and SOFI in my portfolio?

ENV 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.