IJK vs. SFYX

Last updated Jun 5, 2026

IJK (iShares S&P MidCap 400 Growth ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - IJK tracks the S&P MidCap 400 Growth Index while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their correlation of 0.93 suggests significant overlap in exposure. IJK charges 0.17%/yr vs 0.00%/yr for SFYX.

Performance

IJK vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P MidCap 400 Growth ETF (IJK) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IJK

• 1D: 0.34%
• 1M: 4.53%
• YTD: 19.41%
• 6M: 18.76%
• 1Y: 30.22%
• 3Y*: 18.50%
• 5Y*: 8.64%
• 10Y*: 11.54%

SFYX

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

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

IJK vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IJK iShares S&P MidCap 400 Growth ETF	19.41%	7.28%	15.68%	17.41%	-19.03%	18.68%	22.45%	7.19%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	17.63%	6.95%

Correlation

The correlation between IJK and SFYX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (All Time) Calculated using the full available price history since Apr 12, 2019	0.93

The correlation between IJK and SFYX shifts across timeframes, from 0.74 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.

IJK vs. SFYX - Sectors Allocation Comparison

Sectors	IJK	SFYX
Industrials	31.1%	20.5%
Technology	21.8%	16.9%
Healthcare	13.5%	12.1%
Consumer Cyclical	7.9%	9.9%
Financial Services	7.3%	15.9%
Real Estate	5.5%	6.4%
Energy	3.7%	4.5%
Basic Materials	3.6%	3.2%
Consumer Defensive	2.1%	3.0%
Utilities	2.0%	2.2%
Communication Services	1.5%	4.5%

Return for Risk

IJK vs. SFYX — Risk / Return Rank

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

IJK

IJK Risk / Return Rank: 58
IJK Sharpe Ratio Rank: 53
IJK Sortino Ratio Rank: 54
IJK Omega Ratio Rank: 51
IJK Calmar Ratio Rank: 62
IJK Martin Ratio Rank: 67

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.

IJK vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and SoFi Next 500 ETF (SFYX). 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.

	IJK	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	1.79	—	—
Sortino ratio: Return per unit of downside risk	2.55	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	3.06	—	—
Martin ratio: Return relative to average drawdown	12.09	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	IJK	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.79	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	—	—

Drawdowns

Drawdown Indicators

	IJK	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-54.47%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.92%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.63%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.24%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.25%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-10.80%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	—	—

Volatility

Volatility by Period

	IJK	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.98%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.15%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.00%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.69%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.06%	—	—

IJK vs. SFYX - Expense Ratio Comparison

IJK has a 0.17% expense ratio, which is higher than SFYX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IJK vs. SFYX - Dividend Comparison

IJK's dividend yield for the trailing twelve months is around 0.54%, less than SFYX's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IJK iShares S&P MidCap 400 Growth ETF	0.54%	0.66%	0.79%	1.13%	1.08%	0.50%	0.70%	1.09%	1.13%	0.93%	1.15%	1.12%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IJK and SFYX in my portfolio?

IJK and SFYX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IJK or SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IJK or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.17% for IJK.

Which ETF pays a higher dividend yield, IJK or SFYX?

SFYX has the higher dividend yield at 1.36%, compared with 0.54% for IJK.

What is the main difference between IJK and SFYX?

IJK tracks S&P MidCap 400 Growth Index, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: iShares and Toroso Investments. Their fees differ too: 0.17% for IJK and 0.00% for SFYX.