HOOD vs. SOFI

Last updated Apr 9, 2026

HOOD (Robinhood Markets, Inc.) is a stock, while SOFI (SoFi Technologies, Inc.) is a stock. Over the past 3 years, HOOD returned 92.88%/yr vs 42.07%/yr for SOFI. A 0.64 correlation means they provide meaningful diversification when combined.

Performance

HOOD vs. SOFI - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with HOOD having a -36.49% return and SOFI slightly lower at -37.01%.

HOOD

• 1D: 3.13%
• 1M: -9.48%
• YTD: -36.49%
• 6M: -52.39%
• 1Y: 110.21%
• 3Y*: 92.88%
• 5Y*: —
• 10Y*: —

SOFI

• 1D: 2.36%
• 1M: -12.24%
• YTD: -37.01%
• 6M: -41.15%
• 1Y: 73.58%
• 3Y*: 42.07%
• 5Y*: -1.48%
• 10Y*: —

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

HOOD vs. SOFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
HOOD Robinhood Markets, Inc.	-36.49%	203.54%	192.46%	56.51%	-54.17%	-48.99%
SOFI SoFi Technologies, Inc.	-37.01%	70.00%	54.77%	115.84%	-70.84%	1.35%

Correlation

The correlation between HOOD and SOFI is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.61
Correlation (All Time) Calculated using the full available price history since Jul 30, 2021	0.64

Fundamentals

Market Cap HOOD : $65.92B SOFI : $22.20B
EPS HOOD : $2.06 SOFI : $0.38
PE Ratio HOOD : 34.90 SOFI : 43.64
PS Ratio HOOD : 18.25 SOFI : 4.82
PB Ratio HOOD : 7.20 SOFI : 2.12
Total Revenue (TTM) HOOD : $3.60B SOFI : $4.36B
Gross Profit (TTM) HOOD : $2.69B SOFI : $2.56B
EBITDA (TTM) HOOD : $1.51B SOFI : $818.24M

Return for Risk

HOOD vs. SOFI — Risk / Return Rank

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

HOOD

HOOD Risk / Return Rank: 72
HOOD Sharpe Ratio Rank: 76
HOOD Sortino Ratio Rank: 74
HOOD Omega Ratio Rank: 69
HOOD Calmar Ratio Rank: 70
HOOD Martin Ratio Rank: 69

SOFI

SOFI Risk / Return Rank: 65
SOFI Sharpe Ratio Rank: 71
SOFI Sortino Ratio Rank: 66
SOFI Omega Ratio Rank: 61
SOFI Calmar Ratio Rank: 63
SOFI Martin Ratio Rank: 65

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.

HOOD vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Robinhood Markets, Inc. (HOOD) 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.

	HOOD	SOFI	Difference
Sharpe ratio Return per unit of total volatility	1.60	1.30	+0.30
Sortino ratio Return per unit of downside risk	2.32	1.93	+0.39
Omega ratio Gain probability vs. loss probability	1.28	1.23	+0.05
Calmar ratio Return relative to maximum drawdown	1.89	1.37	+0.52
Martin ratio Return relative to average drawdown	4.41	3.52	+0.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HOOD vs. SOFI - Sharpe Ratio Comparison

The current HOOD Sharpe Ratio is 1.60, which is comparable to the SOFI Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of HOOD 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.

Sharpe Ratios by Period

	HOOD	SOFI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.60	1.30	+0.30
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.12	+0.10

Drawdowns

HOOD vs. SOFI - Drawdown Comparison

The maximum HOOD drawdown since its inception was -90.21%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for HOOD and SOFI.

Drawdown Indicators

	HOOD	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	-90.21%	-83.32%	-6.89%
Max Drawdown (1Y) Largest decline over 1 year	-57.26%	-52.96%	-4.30%
Max Drawdown (5Y) Largest decline over 5 years	—	-82.00%	—
Current Drawdown Current decline from peak	-52.89%	-48.80%	-4.09%
Average Drawdown Average peak-to-trough decline	-61.44%	-51.35%	-10.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.55%	20.55%	+4.00%

Volatility

HOOD vs. SOFI - Volatility Comparison

Robinhood Markets, Inc. (HOOD) has a higher volatility of 15.31% compared to SoFi Technologies, Inc. (SOFI) at 10.87%. This indicates that HOOD's price experiences larger fluctuations and is considered to be riskier than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HOOD	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.31%	10.87%	+4.44%
Volatility (6M) Calculated over the trailing 6-month period	49.53%	41.68%	+7.85%
Volatility (1Y) Calculated over the trailing 1-year period	69.91%	57.38%	+12.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	73.81%	67.07%	+6.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	73.81%	72.22%	+1.59%

Dividends

HOOD vs. SOFI - Dividend Comparison

Neither HOOD nor SOFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials