JSTC vs. SFYX

Last updated Jun 4, 2026

JSTC (Adasina Social Justice All Cap Global ETF) and SFYX (SoFi Next 500 ETF) are both exchange-traded funds - JSTC is a Global Equities fund actively managed by Toroso Investments, while SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index. JSTC is actively managed, while SFYX is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. JSTC charges 0.89%/yr vs 0.00%/yr for SFYX.

Performance

JSTC vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Adasina Social Justice All Cap Global ETF (JSTC) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JSTC

• 1D: -0.22%
• 1M: 5.99%
• YTD: 10.79%
• 6M: 11.65%
• 1Y: 18.07%
• 3Y*: 14.06%
• 5Y*: 6.41%
• 10Y*: —

SFYX

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

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

JSTC vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
JSTC Adasina Social Justice All Cap Global ETF	10.79%	12.02%	8.96%	15.67%	-17.58%	19.28%	2.16%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	3.19%

Correlation

The correlation between JSTC and SFYX is 0.64, 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	0.64
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.83

The correlation between JSTC and SFYX shifts across timeframes, from 0.64 (1 year) to 0.84 (5 years), reflecting how their relationship changes across market environments.

JSTC vs. SFYX - Sectors Allocation Comparison

Sectors	JSTC	SFYX
Technology	27.2%	16.9%
Financial Services	22.5%	15.9%
Industrials	16.7%	20.5%
Healthcare	10.3%	12.1%
Communication Services	7.7%	4.5%
Consumer Cyclical	4.6%	9.9%
Consumer Defensive	3.0%	3.0%
Utilities	1.8%	2.2%
Basic Materials	0.8%	3.2%
Real Estate	0.5%	6.4%
Energy	0.0%	4.5%

Return for Risk

JSTC vs. SFYX — Risk / Return Rank

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

JSTC

JSTC Risk / Return Rank: 39
JSTC Sharpe Ratio Rank: 38
JSTC Sortino Ratio Rank: 38
JSTC Omega Ratio Rank: 37
JSTC Calmar Ratio Rank: 37
JSTC Martin Ratio Rank: 45

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.

JSTC vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adasina Social Justice All Cap Global ETF (JSTC) 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.

	JSTC	SFYX	Difference
Sharpe ratio Return per unit of total volatility	1.36	—	—
Sortino ratio Return per unit of downside risk	1.98	—	—
Omega ratio Gain probability vs. loss probability	1.24	—	—
Calmar ratio Return relative to maximum drawdown	1.83	—	—
Martin ratio Return relative to average drawdown	7.44	—	—
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

	JSTC	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.36	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	—	—

Drawdowns

Drawdown Indicators

	JSTC	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-26.82%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.93%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.72%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-26.82%	—	—
Current Drawdown Current decline from peak	-0.22%	—	—
Average Drawdown Average peak-to-trough decline	-6.60%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	—	—

Volatility

Volatility by Period

	JSTC	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.30%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.70%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.35%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.95%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.76%	—	—

JSTC vs. SFYX - Expense Ratio Comparison

JSTC has a 0.89% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

JSTC vs. SFYX - Dividend Comparison

JSTC's dividend yield for the trailing twelve months is around 1.21%, less than SFYX's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
JSTC Adasina Social Justice All Cap Global ETF	1.21%	1.34%	1.11%	1.03%	0.83%	0.96%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both JSTC and SFYX in my portfolio?

JSTC and SFYX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JSTC 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, JSTC or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.89% for JSTC.

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

SFYX has the higher dividend yield at 1.36%, compared with 1.21% for JSTC.

What is the main difference between JSTC and SFYX?

JSTC is categorized as Global Equities, while SFYX is Mid Cap Growth Equities. Their fees differ too: 0.89% for JSTC and 0.00% for SFYX.