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IJK vs. SFYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJK vs. SFYX

Last updated Jun 26, 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 0.92 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.

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Returns By Period

IJK

1D
0.96%
1M
1.80%
YTD
20.02%
6M
17.34%
1Y
30.65%
3Y*
17.91%
5Y*
8.31%
10Y*
12.28%

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)2025202420232022202120202019
IJK
iShares S&P MidCap 400 Growth ETF		20.02%7.28%15.68%17.41%-19.03%18.68%22.45%7.43%
SFYX
SoFi Next 500 ETF		5.66%14.25%14.45%17.70%-22.88%18.89%17.63%7.27%

Correlation

The correlation between IJK and SFYX is 0.70, 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

0.70

Correlation (3Y)
Calculated over the trailing 3-year period

0.86

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2019

0.92

Over the past year, the correlation between IJK and SFYX has dropped to 0.70 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.

IJK vs. SFYX - Sectors Allocation Comparison

Sectors
IJK
SFYX

Industrials

30.2%
22.3%

Technology

24.8%
16.0%

Healthcare

13.7%
12.0%

Consumer Cyclical

7.5%
9.9%

Financial Services

6.7%
15.0%

Real Estate

5.3%
7.3%

Basic Materials

3.5%
3.4%

Energy

3.2%
4.8%

Utilities

2.0%
2.3%

Consumer Defensive

1.8%
3.0%

Communication Services

1.4%
4.0%

Industrials

IJK
30.2%
SFYX
22.3%

Technology

IJK
24.8%
SFYX
16.0%

Healthcare

IJK
13.7%
SFYX
12.0%

Consumer Cyclical

IJK
7.5%
SFYX
9.9%

Financial Services

IJK
6.7%
SFYX
15.0%

Real Estate

IJK
5.3%
SFYX
7.3%

Basic Materials

IJK
3.5%
SFYX
3.4%

Energy

IJK
3.2%
SFYX
4.8%

Utilities

IJK
2.0%
SFYX
2.3%

Consumer Defensive

IJK
1.8%
SFYX
3.0%

Communication Services

IJK
1.4%
SFYX
4.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P MidCap 400 Growth ETF

SoFi Next 500 ETF

Often compared with IJK:
IJK vs. IJHIJK vs. IWPIJK vs. VOTIJK vs. IMCGIJK vs. VOIJK vs. VCITIJK vs. ^GSPC
Often compared with SFYX:
SFYX vs. SFYSFYX vs. FXAIXSFYX vs. SCHGSFYX vs. SFYFSFYX vs. SCHDSFYX vs. VOOSFYX vs. VXF

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: 6565
Overall Rank
IJK Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
IJK Sortino Ratio Rank: 6161
Sortino Ratio Rank
IJK Omega Ratio Rank: 5656
Omega Ratio Rank
IJK Calmar Ratio Rank: 7171
Calmar Ratio Rank
IJK Martin Ratio Rank: 7575
Martin Ratio Rank
SFYX

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

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.

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.

IJKSFYXDifference
Sharpe ratioReturn per unit of total volatility
1.75

—

—

Sortino ratioReturn per unit of downside risk
2.49

—

—

Omega ratioGain probability vs. loss probability

1.31

—

—

Calmar ratioReturn relative to maximum drawdown

3.10

—

—

Martin ratioReturn relative to average drawdown

12.17

—

—

IJK vs. SFYX - Sharpe Ratio Comparison

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Drawdowns

IJK vs. SFYX - Drawdown Comparison

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Drawdown Indicators

IJKSFYXDifference

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

-0.28%

—

—

Average Drawdown

Average peak-to-trough decline

-10.78%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.53%

—

—

Volatility

IJK vs. SFYX - Volatility Comparison

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Volatility by Period

IJKSFYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

13.80%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.60%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.78%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.08%

—

—

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 0.53%, while SFYX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
IJK
iShares S&P MidCap 400 Growth ETF		0.53%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

IJK and SFYX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.53% for IJK.

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.

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