SFYF vs. BST
Compare and contrast key facts about SoFi Social 50 ETF (SFYF) and BlackRock Science and Technology Trust (BST).
SFYF is a passively managed fund by Toroso Investments that tracks the performance of the SFYF-US - SoFi Social 50 Index. It was launched on May 8, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFYF or BST.
Key characteristics
| SFYF | BST | |
|---|---|---|
| YTD Return | 5.54% | 10.75% |
| 1Y Return | 35.82% | 26.47% |
| 3Y Return (Ann) | 3.40% | -5.82% |
| 5Y Return (Ann) | 10.64% | 10.80% |
| Sharpe Ratio | 1.67 | 1.49 |
| Daily Std Dev | 21.26% | 17.49% |
| Max Drawdown | -56.09% | -46.59% |
| Current Drawdown | -24.06% | -21.78% |
Correlation
The correlation between SFYF and BST is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SFYF vs. BST - Performance Comparison
In the year-to-date period, SFYF achieves a 5.54% return, which is significantly lower than BST's 10.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SFYF vs. BST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and BlackRock Science and Technology Trust (BST). 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.
Dividends
SFYF vs. BST - Dividend Comparison
SFYF's dividend yield for the trailing twelve months is around 1.62%, less than BST's 8.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SFYF SoFi Social 50 ETF | 1.62% | 1.71% | 1.19% | 0.26% | 0.40% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BST BlackRock Science and Technology Trust | 8.27% | 8.91% | 10.57% | 8.45% | 3.72% | 10.19% | 6.20% | 4.64% | 6.47% | 6.71% | 0.55% |
Drawdowns
SFYF vs. BST - Drawdown Comparison
The maximum SFYF drawdown since its inception was -56.09%, which is greater than BST's maximum drawdown of -46.59%. Use the drawdown chart below to compare losses from any high point for SFYF and BST. For additional features, visit the drawdowns tool.
Volatility
SFYF vs. BST - Volatility Comparison
SoFi Social 50 ETF (SFYF) has a higher volatility of 8.10% compared to BlackRock Science and Technology Trust (BST) at 6.63%. This indicates that SFYF's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.