SFYX vs. NUMG

Last updated Apr 1, 2026

Compare and contrast key facts about SoFi Next 500 ETF (SFYX) and Nuveen ESG Mid-Cap Growth ETF (NUMG).

SFYX and NUMG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. NUMG is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Mid Cap Growth. It was launched on Dec 13, 2016. Both SFYX and NUMG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

SFYX vs. NUMG - Performance Comparison

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

SFYX vs. NUMG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	17.63%	6.95%
NUMG Nuveen ESG Mid-Cap Growth ETF	-13.96%	0.78%	11.99%	20.47%	-28.31%	12.27%	45.73%	9.92%

Returns By Period

In the year-to-date period, SFYX achieves a 5.66% return, which is significantly higher than NUMG's -13.96% return.

SFYX

• 1D: 0.00%
• 1M: 0.00%
• YTD: 5.66%
• 6M: 7.51%
• 1Y: 28.83%
• 3Y*: 13.77%
• 5Y*: 6.70%
• 10Y*: —

NUMG

• 1D: 3.29%
• 1M: -6.68%
• YTD: -13.96%
• 6M: -15.60%
• 1Y: -4.28%
• 3Y*: 2.51%
• 5Y*: -1.83%
• 10Y*: —

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

SFYX vs. NUMG - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than NUMG's 0.30% expense ratio.

NUMG

Nuveen ESG Mid-Cap Growth ETF

SFYX

SoFi Next 500 ETF

Return for Risk

SFYX vs. NUMG — Risk / Return Rank

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

SFYX

SFYX Risk / Return Rank: 52
SFYX Sharpe Ratio Rank: 51
SFYX Sortino Ratio Rank: 55
SFYX Omega Ratio Rank: 55
SFYX Calmar Ratio Rank: 47
SFYX Martin Ratio Rank: 53

NUMG

NUMG Risk / Return Rank: 8
NUMG Sharpe Ratio Rank: 8
NUMG Sortino Ratio Rank: 8
NUMG Omega Ratio Rank: 8
NUMG Calmar Ratio Rank: 8
NUMG Martin Ratio Rank: 7

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. NUMG - Risk-Adjusted Trends Comparison

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

	SFYX	NUMG	Difference
Sharpe ratio Return per unit of total volatility	0.89	-0.18	+1.07
Sortino ratio Return per unit of downside risk	1.39	-0.10	+1.49
Omega ratio Gain probability vs. loss probability	1.20	0.99	+0.21
Calmar ratio Return relative to maximum drawdown	1.14	-0.21	+1.36
Martin ratio Return relative to average drawdown	4.98	-0.65	+5.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SFYX vs. NUMG - Sharpe Ratio Comparison

The current SFYX Sharpe Ratio is 0.89, which is higher than the NUMG Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of SFYX and NUMG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SFYX	NUMG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.89	-0.18	+1.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	-0.08	+0.40
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.37	+0.04

Correlation

The correlation between SFYX and NUMG is 0.86, 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.

Dividends

SFYX vs. NUMG - Dividend Comparison

SFYX's dividend yield for the trailing twelve months is around 1.36%, more than NUMG's 0.01% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%	0.00%	0.00%
NUMG Nuveen ESG Mid-Cap Growth ETF	0.01%	0.01%	0.06%	0.18%	0.18%	12.76%	3.82%	0.27%	5.14%	0.56%

Drawdowns

SFYX vs. NUMG - Drawdown Comparison

The maximum SFYX drawdown since its inception was -39.59%, roughly equal to the maximum NUMG drawdown of -38.85%. Use the drawdown chart below to compare losses from any high point for SFYX and NUMG.

Drawdown Indicators

	SFYX	NUMG	Difference
Max Drawdown Largest peak-to-trough decline	-39.59%	-38.85%	-0.74%
Max Drawdown (1Y) Largest decline over 1 year	-14.97%	-19.71%	+4.74%
Max Drawdown (5Y) Largest decline over 5 years	-32.36%	-38.85%	+6.49%
Current Drawdown Current decline from peak	-1.20%	-21.68%	+20.48%
Average Drawdown Average peak-to-trough decline	-10.36%	-11.30%	+0.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.24%	6.47%	-2.23%

Volatility

SFYX vs. NUMG - Volatility Comparison

The current volatility for SoFi Next 500 ETF (SFYX) is 4.79%, while Nuveen ESG Mid-Cap Growth ETF (NUMG) has a volatility of 6.83%. This indicates that SFYX experiences smaller price fluctuations and is considered to be less risky than NUMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SFYX	NUMG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.79%	6.83%	-2.04%
Volatility (6M) Calculated over the trailing 6-month period	11.05%	14.15%	-3.10%
Volatility (1Y) Calculated over the trailing 1-year period	22.72%	23.42%	-0.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.42%	22.83%	-1.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.37%	21.92%	+1.45%