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SFYX vs. FEMG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SFYX vs. FEMG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Next 500 ETF (SFYX) and Fidelity Enhanced Mid Cap Growth ETF (FEMG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SFYX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FEMG

1D
-0.84%
1M
3.74%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFYX vs. FEMG - Yearly Performance Comparison


SFYX vs. FEMG - Sectors Allocation Comparison


Sectors
SFYX
FEMG

Industrials

20.5%
26.5%

Technology

16.9%
24.0%

Financial Services

15.9%
6.0%

Healthcare

12.1%
12.6%

Consumer Cyclical

9.9%
17.4%

Real Estate

6.4%
1.8%

Communication Services

4.5%
2.7%

Energy

4.5%
3.3%

Basic Materials

3.2%
0.7%

Consumer Defensive

3.0%
1.4%

Utilities

2.2%
2.9%

Industrials

SFYX
20.5%
FEMG
26.5%

Technology

SFYX
16.9%
FEMG
24.0%

Financial Services

SFYX
15.9%
FEMG
6.0%

Healthcare

SFYX
12.1%
FEMG
12.6%

Consumer Cyclical

SFYX
9.9%
FEMG
17.4%

Real Estate

SFYX
6.4%
FEMG
1.8%

Communication Services

SFYX
4.5%
FEMG
2.7%

Energy

SFYX
4.5%
FEMG
3.3%

Basic Materials

SFYX
3.2%
FEMG
0.7%

Consumer Defensive

SFYX
3.0%
FEMG
1.4%

Utilities

SFYX
2.2%
FEMG
2.9%

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Return for Risk

SFYX vs. FEMG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and Fidelity Enhanced Mid Cap Growth ETF (FEMG). 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.


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

SFYX vs. FEMG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SFYXFEMGDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

4.78

Drawdowns

SFYX vs. FEMG - Drawdown Comparison


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Drawdown Indicators


SFYXFEMGDifference

Max Drawdown

Largest peak-to-trough decline

-3.29%

Current Drawdown

Current decline from peak

-1.18%

Average Drawdown

Average peak-to-trough decline

-0.96%

Volatility

SFYX vs. FEMG - Volatility Comparison


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Volatility by Period


SFYXFEMGDifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.29%

SFYX vs. FEMG - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than FEMG's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SFYX vs. FEMG - Dividend Comparison

SFYX's dividend yield for the trailing twelve months is around 1.36%, while FEMG has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
FEMG
Fidelity Enhanced Mid Cap Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SFYX
SoFi Next 500 ETF
1.36%1.44%1.25%1.51%1.56%0.90%1.16%1.02%

Frequently Asked Questions


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.

SFYX is cheaper with a 0.00% expense ratio, compared with 0.23% for FEMG.

SFYX has the higher dividend yield at 1.36%, compared with 0.00% for FEMG.

They also come from different issuers: Toroso Investments and Fidelity. Their fees differ too: 0.00% for SFYX and 0.23% for FEMG.

Portfolio Optimizer

Find the right allocation for SFYX and FEMG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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