SFY vs. FITZ
SFY (SoFi Select 500 ETF) and FITZ (Fitz-Gerald Must Have Portfolio ETF) are both Large Cap Growth Equities funds. SFY is passively managed, while FITZ is actively managed. At a 0.20 correlation, their price movements are largely independent. SFY charges 0.00%/yr vs 0.75%/yr for FITZ.
Performance
SFY vs. FITZ - Performance Comparison
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Returns By Period
SFY
- 1D
- -3.81%
- 1M
- 0.87%
- YTD
- 10.38%
- 6M
- 9.90%
- 1Y
- 30.97%
- 3Y*
- 25.82%
- 5Y*
- 15.02%
- 10Y*
- —
FITZ
- 1D
- -0.20%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SFY vs. FITZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SFY SoFi Select 500 ETF | -2.81% |
FITZ Fitz-Gerald Must Have Portfolio ETF | -1.66% |
Correlation
The correlation between SFY and FITZ is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 29, 2026 | 0.20 |
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Return for Risk
SFY vs. FITZ — Risk / Return Rank
SFY
FITZ
SFY vs. FITZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) and Fitz-Gerald Must Have Portfolio ETF (FITZ). 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.
| SFY | FITZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.37 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | — | — |
| Martin ratioReturn relative to average drawdown | 12.51 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFY | FITZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | -7.29 | +8.16 |
Drawdowns
SFY vs. FITZ - Drawdown Comparison
The maximum SFY drawdown since its inception was -33.25%, which is greater than FITZ's maximum drawdown of -1.97%. Use the drawdown chart below to compare losses from any high point for SFY and FITZ.
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Drawdown Indicators
| SFY | FITZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.25% | -1.97% | -31.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.79% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.04% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | — | — |
Current DrawdownCurrent decline from peak | -4.59% | -1.97% | -2.62% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -1.08% | -5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | — | — |
Volatility
SFY vs. FITZ - Volatility Comparison
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Volatility by Period
| SFY | FITZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.96% | 8.74% | +6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 8.74% | +10.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 8.74% | +11.50% |
SFY vs. FITZ - Expense Ratio Comparison
SFY has a 0.00% expense ratio, which is lower than FITZ's 0.75% expense ratio.
Dividends
SFY vs. FITZ - Dividend Comparison
SFY's dividend yield for the trailing twelve months is around 0.87%, while FITZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FITZ Fitz-Gerald Must Have Portfolio ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SFY SoFi Select 500 ETF | 0.87% | 0.96% | 0.99% | 1.40% | 1.61% | 0.90% | 1.18% | 1.02% |
Frequently Asked Questions
SFY and FITZ have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SFY is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SFY is cheaper with a 0.00% expense ratio, compared with 0.75% for FITZ.
SFY has the higher dividend yield at 0.87%, compared with 0.00% for FITZ.
They also come from different issuers: Toroso Investments and Nicholas. Their fees differ too: 0.00% for SFY and 0.75% for FITZ.
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