SFYX vs. NU

Last updated Apr 2, 2026

Compare and contrast key facts about SoFi Next 500 ETF (SFYX) and Nu Holdings Ltd. (NU).

SFYX is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US Next 500 Growth Index. It was launched on Apr 11, 2019.

Performance

SFYX vs. NU - Performance Comparison

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

SFYX vs. NU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	1.24%
NU Nu Holdings Ltd.	-13.74%	61.58%	24.37%	104.67%	-56.61%	-9.20%

Returns By Period

SFYX

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

NU

• 1D: 0.49%
• 1M: -4.94%
• YTD: -13.74%
• 6M: -4.94%
• 1Y: 38.45%
• 3Y*: 44.76%
• 5Y*: —
• 10Y*: —

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

Return for Risk

SFYX vs. NU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NU

NU Risk / Return Rank: 70
NU Sharpe Ratio Rank: 73
NU Sortino Ratio Rank: 67
NU Omega Ratio Rank: 66
NU Calmar Ratio Rank: 70
NU Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFYX vs. NU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and Nu Holdings Ltd. (NU). 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.

Sharpe Ratios by Period

	SFYX	NU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.97	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.14	—

Correlation

The correlation between SFYX and NU is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SFYX vs. NU - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%
NU Nu Holdings Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	SFYX	NU	Difference
Max Drawdown Largest peak-to-trough decline	—	-72.07%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-27.99%	—
Current Drawdown Current decline from peak	—	-23.03%	—
Average Drawdown Average peak-to-trough decline	—	-29.90%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.45%	—

Volatility

Volatility by Period

	SFYX	NU	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.59%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	39.97%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	59.12%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	59.12%	—