NUMG vs. SFYX

Last updated Jun 5, 2026

NUMG (Nuveen ESG Mid-Cap Growth ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - NUMG tracks the MSCI TIAA ESG USA Mid Cap Growth while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their correlation of 0.85 suggests significant overlap in exposure. NUMG charges 0.30%/yr vs 0.00%/yr for SFYX.

Performance

NUMG vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG Mid-Cap Growth ETF (NUMG) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NUMG

• 1D: -0.29%
• 1M: 4.36%
• YTD: -0.70%
• 6M: -0.64%
• 1Y: -0.99%
• 3Y*: 8.38%
• 5Y*: 0.93%
• 10Y*: —

SFYX

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

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

NUMG vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
NUMG Nuveen ESG Mid-Cap Growth ETF	-0.70%	0.78%	11.99%	20.47%	-28.31%	12.27%	45.73%	9.92%
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 NUMG and SFYX is 0.60, 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	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (All Time) Calculated using the full available price history since Apr 12, 2019	0.85

Over the past year, the correlation between NUMG and SFYX has dropped to 0.60 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.

NUMG vs. SFYX - Sectors Allocation Comparison

Sectors	NUMG	SFYX
Technology	28.7%	16.9%
Industrials	26.5%	20.5%
Healthcare	13.9%	12.1%
Consumer Cyclical	11.8%	9.9%
Financial Services	6.5%	15.9%
Communication Services	5.2%	4.5%
Real Estate	3.7%	6.4%
Basic Materials	2.3%	3.2%
Utilities	1.4%	2.2%
Consumer Defensive	-	3.0%
Energy	-	4.5%

Return for Risk

NUMG vs. SFYX — Risk / Return Rank

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

NUMG

NUMG Risk / Return Rank: 8
NUMG Sharpe Ratio Rank: 8
NUMG Sortino Ratio Rank: 8
NUMG Omega Ratio Rank: 8
NUMG Calmar Ratio Rank: 9
NUMG Martin Ratio Rank: 9

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.

NUMG vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Mid-Cap Growth ETF (NUMG) 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.

	NUMG	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	-0.05	—	—
Sortino ratio: Return per unit of downside risk	0.05	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	-0.05	—	—
Martin ratio: Return relative to average drawdown	-0.13	—	—
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

	NUMG	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.05	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.04	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	—	—

Drawdowns

Drawdown Indicators

	NUMG	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-38.85%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-19.71%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-26.58%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.85%	—	—
Current Drawdown Current decline from peak	-9.61%	—	—
Average Drawdown Average peak-to-trough decline	-11.37%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.59%	—	—

Volatility

Volatility by Period

	NUMG	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.71%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.16%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.85%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.87%	—	—

NUMG vs. SFYX - Expense Ratio Comparison

NUMG has a 0.30% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

NUMG vs. SFYX - Dividend Comparison

NUMG's dividend yield for the trailing twelve months is around 0.01%, less than SFYX's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
NUMG Nuveen ESG Mid-Cap Growth ETF	0.01%	0.01%	0.06%	0.18%	0.18%	12.76%	3.82%	0.27%	5.14%	0.56%
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%

Frequently Asked Questions

Can I hold both NUMG and SFYX in my portfolio?

NUMG and SFYX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NUMG 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, NUMG or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.30% for NUMG.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.01% for NUMG.

What is the main difference between NUMG and SFYX?

NUMG tracks MSCI TIAA ESG USA Mid Cap Growth, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: Nuveen and Toroso Investments. Their fees differ too: 0.30% for NUMG and 0.00% for SFYX.