SFYF vs. FDFIX
Compare and contrast key facts about SoFi Social 50 ETF (SFYF) and Fidelity Flex 500 Index Fund (FDFIX).
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. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFYF or FDFIX.
Key characteristics
| SFYF | FDFIX | |
|---|---|---|
| YTD Return | 5.52% | 9.88% |
| 1Y Return | 35.14% | 28.05% |
| 3Y Return (Ann) | 4.36% | 9.29% |
| 5Y Return (Ann) | 10.63% | 14.51% |
| Sharpe Ratio | 1.68 | 2.47 |
| Daily Std Dev | 21.25% | 11.60% |
| Max Drawdown | -56.09% | -33.77% |
| Current Drawdown | -24.08% | -0.63% |
Correlation
The correlation between SFYF and FDFIX is 0.81, 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. FDFIX - Performance Comparison
In the year-to-date period, SFYF achieves a 5.52% return, which is significantly lower than FDFIX's 9.88% 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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SFYF vs. FDFIX - Expense Ratio Comparison
SFYF has a 0.29% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
SFYF vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and Fidelity Flex 500 Index Fund (FDFIX). 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. FDFIX - Dividend Comparison
SFYF's dividend yield for the trailing twelve months is around 1.62%, more than FDFIX's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
SFYF SoFi Social 50 ETF | 1.62% | 1.71% | 1.19% | 0.26% | 0.40% | 0.73% | 0.00% | 0.00% |
FDFIX Fidelity Flex 500 Index Fund | 1.36% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% |
Drawdowns
SFYF vs. FDFIX - Drawdown Comparison
The maximum SFYF drawdown since its inception was -56.09%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for SFYF and FDFIX. For additional features, visit the drawdowns tool.
Volatility
SFYF vs. FDFIX - Volatility Comparison
SoFi Social 50 ETF (SFYF) has a higher volatility of 8.06% compared to Fidelity Flex 500 Index Fund (FDFIX) at 4.01%. This indicates that SFYF's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.