SFYF vs. SCHG
Compare and contrast key facts about SoFi Social 50 ETF (SFYF) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SFYF and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFYF is a passively managed fund by Toroso Investments that tracks the performance of the SoFi Social 50 Index. It was launched on May 8, 2019. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009. Both SFYF and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SFYF vs. SCHG - Performance Comparison
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SFYF vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SFYF SoFi Social 50 ETF | -7.80% | 30.00% | 44.62% | 56.80% | -47.73% | 35.83% | 33.65% | 4.95% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 15.00% |
Returns By Period
In the year-to-date period, SFYF achieves a -7.80% return, which is significantly higher than SCHG's -9.73% return.
SFYF
- 1D
- 0.98%
- 1M
- -3.21%
- YTD
- -7.80%
- 6M
- -6.58%
- 1Y
- 32.86%
- 3Y*
- 30.45%
- 5Y*
- 12.16%
- 10Y*
- —
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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SFYF vs. SCHG - Expense Ratio Comparison
SFYF has a 0.29% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
SFYF vs. SCHG — Risk / Return Rank
SFYF
SCHG
SFYF vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.76 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.24 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.09 | +1.18 |
Martin ratioReturn relative to average drawdown | 7.44 | 3.71 | +3.73 |
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
| SFYF | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.76 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.57 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.79 | -0.29 |
Correlation
The correlation between SFYF and SCHG is 0.85, 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.
Dividends
SFYF vs. SCHG - Dividend Comparison
SFYF's dividend yield for the trailing twelve months is around 0.36%, less than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFYF SoFi Social 50 ETF | 0.36% | 0.33% | 0.31% | 1.71% | 1.19% | 0.26% | 0.40% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
SFYF vs. SCHG - Drawdown Comparison
The maximum SFYF drawdown since its inception was -56.09%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SFYF and SCHG.
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Drawdown Indicators
| SFYF | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.09% | -34.59% | -21.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.18% | -16.41% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -56.09% | -34.59% | -21.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -11.03% | -12.51% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -16.93% | -5.22% | -11.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.84% | -0.20% |
Volatility
SFYF vs. SCHG - Volatility Comparison
SoFi Social 50 ETF (SFYF) has a higher volatility of 7.67% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that SFYF's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFYF | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.67% | 6.77% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 12.54% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.06% | 22.45% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.54% | 22.31% | +8.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.91% | 21.51% | +9.40% |