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SFYX vs. QQJG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SFYX vs. QQJG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Next 500 ETF (SFYX) and Invesco ESG NASDAQ Next Gen 100 ETF (QQJG). The values are adjusted to include any dividend payments, if applicable.

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SFYX vs. QQJG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SFYX
SoFi Next 500 ETF
5.66%14.25%14.45%17.70%-22.88%-1.17%
QQJG
Invesco ESG NASDAQ Next Gen 100 ETF
1.44%18.05%14.67%17.20%-27.69%0.91%

Returns By Period


SFYX

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

QQJG

1D
0.00%
1M
0.00%
YTD
1.44%
6M
3.25%
1Y
27.88%
3Y*
14.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SFYX vs. QQJG - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than QQJG's 0.20% 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%.


Return for Risk

SFYX vs. QQJG — Risk / Return Rank

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

SFYX

QQJG
QQJG Risk / Return Rank: 7070
Overall Rank
QQJG Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
QQJG Sortino Ratio Rank: 7272
Sortino Ratio Rank
QQJG Omega Ratio Rank: 7373
Omega Ratio Rank
QQJG Calmar Ratio Rank: 6262
Calmar Ratio Rank
QQJG Martin Ratio Rank: 7373
Martin Ratio Rank
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. QQJG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and Invesco ESG NASDAQ Next Gen 100 ETF (QQJG). 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. QQJG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SFYXQQJGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

Correlation

The correlation between SFYX and QQJG is 0.88, 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. QQJG - Dividend Comparison

SFYX's dividend yield for the trailing twelve months is around 1.36%, less than QQJG's 13.86% yield.


TTM2025202420232022202120202019
SFYX
SoFi Next 500 ETF
1.36%1.44%1.25%1.51%1.56%0.90%1.16%1.02%
QQJG
Invesco ESG NASDAQ Next Gen 100 ETF
13.86%0.68%0.65%0.54%0.70%0.08%0.00%0.00%

Drawdowns

SFYX vs. QQJG - Drawdown Comparison


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Drawdown Indicators


SFYXQQJGDifference

Max Drawdown

Largest peak-to-trough decline

-36.76%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

Current Drawdown

Current decline from peak

-2.09%

Average Drawdown

Average peak-to-trough decline

-15.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

Volatility

SFYX vs. QQJG - Volatility Comparison


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Volatility by Period


SFYXQQJGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

11.78%

Volatility (1Y)

Calculated over the trailing 1-year period

21.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.12%