SFYI vs. IVVW
SFYI (SoFi Social 50 Income ETF) and IVVW (iShares S&P 500 BuyWrite ETF) are both Derivative Income funds. SFYI is actively managed, while IVVW is passively managed. At a correlation of -1.00, they often move in opposite directions. SFYI charges 0.73%/yr vs 0.25%/yr for IVVW.
Performance
SFYI vs. IVVW - Performance Comparison
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Returns By Period
SFYI
- 1D
- -0.10%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVVW
- 1D
- -0.14%
- 1M
- 1.99%
- 6M
- 5.34%
- YTD
- 5.89%
- 1Y
- 17.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SFYI vs. IVVW - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SFYI SoFi Social 50 Income ETF | 0.03% |
IVVW iShares S&P 500 BuyWrite ETF | -0.49% |
Correlation
The correlation between SFYI and IVVW is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 7, 2026 | -1.00 |
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Return for Risk
SFYI vs. IVVW — Risk / Return Rank
SFYI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IVVW
SFYI vs. IVVW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 Income ETF (SFYI) and iShares S&P 500 BuyWrite ETF (IVVW). 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.
| SFYI | IVVW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.47 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.01 | — |
| Martin ratioReturn relative to average drawdown | — | 15.99 | — |
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Drawdowns
SFYI vs. IVVW - Drawdown Comparison
The maximum SFYI drawdown since its inception was -0.10%, smaller than the maximum IVVW drawdown of -16.79%. Use the drawdown chart below to compare losses from any high point for SFYI and IVVW.
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Drawdown Indicators
| SFYI | IVVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.10% | -16.79% | +16.69% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.81% | — |
Current DrawdownCurrent decline from peak | -0.10% | -0.49% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -1.71% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.09% | — |
Volatility
SFYI vs. IVVW - Volatility Comparison
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Volatility by Period
| SFYI | IVVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.28% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.02% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.66% | 8.13% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.66% | 12.62% | -9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 12.62% | -9.96% |
SFYI vs. IVVW - Expense Ratio Comparison
SFYI has a 0.73% expense ratio, which is higher than IVVW's 0.25% expense ratio.
Dividends
SFYI vs. IVVW - Dividend Comparison
SFYI has not paid dividends to shareholders, while IVVW's dividend yield for the trailing twelve months is around 19.23%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IVVW iShares S&P 500 BuyWrite ETF | 19.23% | 18.55% | 13.72% |
SFYI SoFi Social 50 Income ETF | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SFYI and IVVW have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IVVW is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IVVW is cheaper with a 0.25% expense ratio, compared with 0.73% for SFYI.
IVVW has the higher dividend yield at 19.23%, compared with 0.00% for SFYI.
They also come from different issuers: Tidal and iShares. Their fees differ too: 0.73% for SFYI and 0.25% for IVVW.
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