SFYF vs. XLY
Compare and contrast key facts about SoFi Social 50 ETF (SFYF) and Consumer Discretionary Select Sector SPDR Fund (XLY).
SFYF and XLY 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 SFYF-US - SoFi Social 50 Index. It was launched on May 8, 2019. XLY is a passively managed fund by State Street that tracks the performance of the Consumer Discretionary Select Sector Index. It was launched on Dec 16, 1998. Both SFYF and XLY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFYF or XLY.
Key characteristics
| SFYF | XLY | |
|---|---|---|
| YTD Return | 5.54% | -0.32% |
| 1Y Return | 35.82% | 21.39% |
| 3Y Return (Ann) | 3.40% | 0.84% |
| 5Y Return (Ann) | 10.64% | 9.73% |
| Sharpe Ratio | 1.67 | 1.21 |
| Daily Std Dev | 21.26% | 17.59% |
| Max Drawdown | -56.09% | -59.05% |
| Current Drawdown | -24.06% | -14.10% |
Correlation
The correlation between SFYF and XLY is 0.84, 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. XLY - Performance Comparison
In the year-to-date period, SFYF achieves a 5.54% return, which is significantly higher than XLY's -0.32% 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. XLY - Expense Ratio Comparison
SFYF has a 0.29% expense ratio, which is higher than XLY's 0.13% expense ratio.
Risk-Adjusted Performance
SFYF vs. XLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and Consumer Discretionary Select Sector SPDR Fund (XLY). 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. XLY - Dividend Comparison
SFYF's dividend yield for the trailing twelve months is around 1.62%, more than XLY's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
XLY Consumer Discretionary Select Sector SPDR Fund | 0.76% | 0.78% | 1.00% | 0.53% | 0.82% | 1.28% | 1.34% | 1.20% | 1.71% | 1.43% | 1.31% | 1.16% |
Drawdowns
SFYF vs. XLY - Drawdown Comparison
The maximum SFYF drawdown since its inception was -56.09%, smaller than the maximum XLY drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SFYF and XLY. For additional features, visit the drawdowns tool.
Volatility
SFYF vs. XLY - Volatility Comparison
SoFi Social 50 ETF (SFYF) has a higher volatility of 8.10% compared to Consumer Discretionary Select Sector SPDR Fund (XLY) at 5.51%. This indicates that SFYF's price experiences larger fluctuations and is considered to be riskier than XLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.