SFYF vs. AVGY.TO

Last updated Jun 4, 2026

SFYF (SoFi Social 50 ETF) and AVGY.TO (Harvest Broadcom Enhanced High Income Shares ETF - Class A Units) are both exchange-traded funds - SFYF is a Large Cap Growth Equities fund tracking the SoFi Social 50 Index, while AVGY.TO is a Derivative Income fund actively managed by Harvest. SFYF is passively managed, while AVGY.TO is actively managed. Over the past year, SFYF returned 43.96% vs 105.25% for AVGY.TO. At a 0.49 correlation, their price movements are largely independent. SFYF charges 0.29%/yr vs 0.40%/yr for AVGY.TO.

Performance

SFYF vs. AVGY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Social 50 ETF (SFYF) and Harvest Broadcom Enhanced High Income Shares ETF - Class A Units (AVGY.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SFYF is traded in USD, while AVGY.TO is traded in CAD. To make them comparable, the AVGY.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SFYF achieves a 14.85% return, which is significantly lower than AVGY.TO's 41.15% return.

SFYF

• 1D: -0.85%
• 1M: 8.95%
• YTD: 14.85%
• 6M: 14.20%
• 1Y: 43.96%
• 3Y*: 36.32%
• 5Y*: 12.34%
• 10Y*: —

AVGY.TO

• 1D: -0.85%
• 1M: 16.80%
• YTD: 41.15%
• 6M: 27.71%
• 1Y: 105.25%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SFYF vs. AVGY.TO - Yearly Performance Comparison

	2026 (YTD)	2025
SFYF SoFi Social 50 ETF	14.85%	36.06%
AVGY.TO Harvest Broadcom Enhanced High Income Shares ETF - Class A Units	41.15%	91.65%

Correlation

The correlation between SFYF and AVGY.TO is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.44
Correlation (All Time) Calculated using the full available price history since Mar 6, 2025	0.49

Return for Risk

SFYF vs. AVGY.TO — Risk / Return Rank

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

SFYF

SFYF Risk / Return Rank: 63
SFYF Sharpe Ratio Rank: 71
SFYF Sortino Ratio Rank: 64
SFYF Omega Ratio Rank: 64
SFYF Calmar Ratio Rank: 58
SFYF Martin Ratio Rank: 55

AVGY.TO

AVGY.TO Risk / Return Rank: 65
AVGY.TO Sharpe Ratio Rank: 73
AVGY.TO Sortino Ratio Rank: 63
AVGY.TO Omega Ratio Rank: 63
AVGY.TO Calmar Ratio Rank: 76
AVGY.TO Martin Ratio Rank: 52

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.

SFYF vs. AVGY.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and Harvest Broadcom Enhanced High Income Shares ETF - Class A Units (AVGY.TO). 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.

	SFYF	AVGY.TO	Difference
Sharpe ratio: Return per unit of total volatility	2.36	2.31	+0.05
Sortino ratio: Return per unit of downside risk	3.01	2.86	+0.16
Omega ratio: Gain probability vs. loss probability	1.40	1.37	+0.02
Calmar ratio: Return relative to maximum drawdown	2.91	3.70	-0.79
Martin ratio: Return relative to average drawdown	9.65	8.94	+0.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SFYF vs. AVGY.TO - Sharpe Ratio Comparison

The current SFYF Sharpe Ratio is 2.36, which is comparable to the AVGY.TO Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of SFYF and AVGY.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SFYF	AVGY.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.36	2.31	+0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	2.40	-1.79

Drawdowns

SFYF vs. AVGY.TO - Drawdown Comparison

The maximum SFYF drawdown since its inception was -56.09%, which is greater than AVGY.TO's maximum drawdown of -28.57%. Use the drawdown chart below to compare losses from any high point for SFYF and AVGY.TO.

Drawdown Indicators

	SFYF	AVGY.TO	Difference
Max Drawdown Largest peak-to-trough decline	-56.09%	-28.57%	-27.52%
Max Drawdown (1Y) Largest decline over 1 year	-15.18%	-28.57%	+13.39%
Max Drawdown (3Y) Largest decline over 3 years	-26.45%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-56.09%	—	—
Current Drawdown Current decline from peak	-1.68%	-0.85%	-0.83%
Average Drawdown Average peak-to-trough decline	-16.58%	-8.06%	-8.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.57%	11.82%	-7.25%

Volatility

SFYF vs. AVGY.TO - Volatility Comparison

The current volatility for SoFi Social 50 ETF (SFYF) is 5.58%, while Harvest Broadcom Enhanced High Income Shares ETF - Class A Units (AVGY.TO) has a volatility of 13.42%. This indicates that SFYF experiences smaller price fluctuations and is considered to be less risky than AVGY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SFYF	AVGY.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.58%	13.42%	-7.84%
Volatility (6M) Calculated over the trailing 6-month period	13.21%	33.72%	-20.51%
Volatility (1Y) Calculated over the trailing 1-year period	18.74%	45.85%	-27.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.28%	51.23%	-21.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.68%	51.23%	-20.55%

SFYF vs. AVGY.TO - Expense Ratio Comparison

SFYF has a 0.29% expense ratio, which is lower than AVGY.TO's 0.40% expense ratio.

Dividends

SFYF vs. AVGY.TO - Dividend Comparison

SFYF's dividend yield for the trailing twelve months is around 0.29%, less than AVGY.TO's 19.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVGY.TO Harvest Broadcom Enhanced High Income Shares ETF - Class A Units	19.08%	14.82%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SFYF SoFi Social 50 ETF	0.29%	0.33%	0.31%	1.71%	1.19%	0.26%	0.40%	0.73%

Frequently Asked Questions

Can I hold both SFYF and AVGY.TO in my portfolio?

SFYF and AVGY.TO have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SFYF or AVGY.TO?

On fees, SFYF is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SFYF or AVGY.TO?

SFYF is cheaper with a 0.29% expense ratio, compared with 0.40% for AVGY.TO.

What is the main difference between SFYF and AVGY.TO?

SFYF is categorized as Large Cap Growth Equities, while AVGY.TO is Derivative Income. They also come from different issuers: Toroso Investments and Harvest. Their fees differ too: 0.29% for SFYF and 0.40% for AVGY.TO.