SFYI vs. SOXY
SFYI (SoFi Social 50 Income ETF) and SOXY (YieldMax Target 12™ Semiconductor Option Income ETF) are both Derivative Income funds. Both are actively managed. Their 0.47 correlation means their historical movements had little consistent relationship. SFYI charges 0.73%/yr vs 1.06%/yr for SOXY.
Performance
SFYI vs. SOXY - Performance Comparison
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Returns By Period
SFYI
- 1D
- -0.21%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SOXY
- 1D
- -4.86%
- 1M
- -18.25%
- 6M
- 33.89%
- YTD
- 52.15%
- 1Y
- 79.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 55.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $69.84K | $123.60K | $123.60K | |
| $2.15M | $2.49M | $2.08M |
SFYI vs. SOXY - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SFYI SoFi Social 50 Income ETF | -4.88% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | -17.24% |
Correlation
The correlation between SFYI and SOXY is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 7, 2026 | 0.47 |
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Return for Risk
SFYI vs. SOXY — Risk / Return Rank
SFYI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXY
SFYI vs. SOXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 Income ETF (SFYI) and YieldMax Target 12™ Semiconductor Option Income ETF (SOXY). 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 | SOXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.25 | — |
| Martin ratioReturn relative to average drawdown | — | 13.97 | — |
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Drawdowns
SFYI vs. SOXY - Drawdown Comparison
The maximum SFYI drawdown since its inception was -6.33%, smaller than the maximum SOXY drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for SFYI and SOXY.
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Drawdown Indicators
| SFYI | SOXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.33% | -30.22% | +23.89% |
Max Drawdown (1Y)Largest decline over 1 year | — | -24.76% | — |
Current DrawdownCurrent decline from peak | -6.02% | -24.76% | +18.74% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -5.35% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.74% | — |
Volatility
SFYI vs. SOXY - Volatility Comparison
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Volatility by Period
| SFYI | SOXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 17.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 34.38% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 38.63% | -21.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 38.63% | -21.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 38.63% | -21.92% |
SFYI vs. SOXY - Expense Ratio Comparison
SFYI has a 0.73% expense ratio, which is lower than SOXY's 1.06% expense ratio.
Dividends
SFYI vs. SOXY - Dividend Comparison
SFYI has not paid dividends to shareholders, while SOXY's dividend yield for the trailing twelve months is around 9.80%.
| Position | TTM | 2025 |
|---|---|---|
SFYI SoFi Social 50 Income ETF | 0.00% | 0.00% |
SOXY YieldMax Target 12™ Semiconductor Option Income ETF | 9.80% | 11.47% |
Frequently Asked Questions
SFYI and SOXY have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SFYI is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SFYI is cheaper with a 0.73% expense ratio, compared with 1.06% for SOXY.
SOXY has the higher dividend yield at 9.80%, compared with 0.00% for SFYI.
They also come from different issuers: Tidal and YieldMax. Their fees differ too: 0.73% for SFYI and 1.06% for SOXY.
Find the right allocation for SFYI and SOXY
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