SFYF vs. SFYX

Last updated Aug 2, 2026

SFYF (SoFi Social 50 ETF) and SFYX (SoFi Next 500 ETF) are both exchange-traded funds - SFYF is a Large Cap Growth Equities fund tracking the SoFi Social 50 Index, while SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. SFYF charges 0.29%/yr vs 0.00%/yr for SFYX.

Performance

SFYF vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Social 50 ETF (SFYF) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFYF

• 1D: 0.94%
• 1M: -4.26%
• 6M: 7.79%
• YTD: 6.06%
• 1Y: 24.60%
• 3Y*: 26.04%
• 5Y*: 10.22%
• 10Y*: —
• ALL TIME*: 17.09%

SFYX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SFYF SoFi Social 50 ETF	$154.73K	$199.50K	$235.40K

SFYF vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SFYF SoFi Social 50 ETF	6.06%	30.00%	44.62%	56.80%	-47.73%	35.83%	33.65%	5.50%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	17.63%	7.97%

Correlation

The correlation between SFYF and SFYX is 0.40, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.40
Correlation (3Y) Balances recent behavior with more history.	0.62
Correlation (5Y) Shows whether the relationship held over a longer period.	0.73
Correlation (All Time) Calculated using the full available price history since May 8, 2019	0.75

Over the past year, the correlation between SFYF and SFYX has dropped to 0.40 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.

SFYF vs. SFYX - Sectors Allocation Comparison

Sectors	SFYF	SFYX
Technology	37.7%	16.0%
Consumer Cyclical	23.3%	9.9%
Communication Services	10.9%	4.0%
Financial Services	8.5%	15.0%
Consumer Defensive	7.0%	3.0%
Healthcare	6.1%	12.0%
Industrials	3.5%	22.3%
Energy	1.8%	4.8%
Real Estate	1.3%	7.3%
Basic Materials	-	3.4%
Utilities	-	2.3%

Return for Risk

SFYF vs. SFYX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SFYF

SFYF Risk / Return Rank: 41
SFYF Sharpe Ratio Rank: 43
SFYF Sortino Ratio Rank: 41
SFYF Omega Ratio Rank: 41
SFYF Calmar Ratio Rank: 41
SFYF Martin Ratio Rank: 39

SFYX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SFYF vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and SoFi Next 500 ETF (SFYX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SFYF	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	1.08	—	—
Sortino ratio: Return per unit of downside risk	1.52	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.46	—	—
Martin ratio: Return relative to average drawdown	4.16	—	—

Drawdowns

Drawdown Indicators

	SFYF	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-56.09%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.18%	—	—
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	-9.21%	—	—
Average Drawdown Average peak-to-trough decline	-16.35%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	5.30%	—	—

Volatility

Volatility by Period

	SFYF	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.04%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	20.52%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.39%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.57%	—	—

SFYF vs. SFYX - Expense Ratio Comparison

SFYF has a 0.29% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

SFYF vs. SFYX - Dividend Comparison

SFYF's dividend yield for the trailing twelve months is around 0.37%, while SFYX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
SFYF SoFi Social 50 ETF	0.37%	0.33%	0.31%	1.71%	1.19%	0.26%	0.40%	0.73%
SFYX SoFi Next 500 ETF	0.67%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both SFYF and SFYX in my portfolio?

SFYF and SFYX have a correlation of 0.40, 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 SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SFYF or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.29% for SFYF.

Which ETF pays a higher dividend yield, SFYF or SFYX?

SFYX has the higher dividend yield at 0.67%, compared with 0.37% for SFYF.

What is the main difference between SFYF and SFYX?

SFYF is categorized as Large Cap Growth Equities, while SFYX is Mid Cap Growth Equities. SFYF tracks SoFi Social 50 Index, while SFYX tracks Solactive SoFi US Next 500 Growth Index. Their fees differ too: 0.29% for SFYF and 0.00% for SFYX.