SFYX vs. RAVI
SFYX (SoFi Next 500 ETF) and RAVI (FlexShares Ultra-Short Income ETF) are both exchange-traded funds - SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index, while RAVI is a Ultrashort Bond fund actively managed by FlexShares. SFYX is passively managed, while RAVI is actively managed. At a 0.08 correlation, their price movements are largely independent. SFYX charges 0.00%/yr vs 0.25%/yr for RAVI.
Performance
SFYX vs. RAVI - Performance Comparison
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Returns By Period
SFYX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RAVI
- 1D
- 0.05%
- 1M
- 0.30%
- YTD
- 1.69%
- 6M
- 1.79%
- 1Y
- 4.37%
- 3Y*
- 5.17%
- 5Y*
- 3.54%
- 10Y*
- 2.67%
SFYX vs. RAVI - 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% | 7.27% |
RAVI FlexShares Ultra-Short Income ETF | 1.69% | 4.98% | 5.67% | 5.55% | 0.15% | -0.04% | 2.06% | 2.17% |
Correlation
The correlation between SFYX and RAVI is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2019 | 0.08 |
The correlation between SFYX and RAVI shifts across timeframes, from -0.06 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SFYX vs. RAVI — Risk / Return Rank
SFYX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RAVI
SFYX vs. RAVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and FlexShares Ultra-Short Income ETF (RAVI). 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.
| SFYX | RAVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 5.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 37.51 | — |
| Martin ratioReturn relative to average drawdown | — | 214.85 | — |
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Drawdowns
SFYX vs. RAVI - Drawdown Comparison
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Drawdown Indicators
| SFYX | RAVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -3.72% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -3.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -3.72% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | -0.17% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.02% | — |
Volatility
SFYX vs. RAVI - Volatility Comparison
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Volatility by Period
| SFYX | RAVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.31% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 0.41% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 1.41% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 1.28% | — |
SFYX vs. RAVI - Expense Ratio Comparison
SFYX has a 0.00% expense ratio, which is lower than RAVI's 0.25% 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. RAVI - Dividend Comparison
SFYX has not paid dividends to shareholders, while RAVI's dividend yield for the trailing twelve months is around 4.37%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RAVI FlexShares Ultra-Short Income ETF | 4.37% | 4.59% | 5.34% | 4.55% | 1.70% | 0.90% | 1.29% | 2.53% | 2.22% | 1.28% | 0.90% |
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% | 0.00% |
Frequently Asked Questions
SFYX and RAVI have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.25% for RAVI.
RAVI has the higher dividend yield at 4.37%, compared with 1.36% for SFYX.
SFYX is categorized as Mid Cap Growth Equities, while RAVI is Ultrashort Bond. They also come from different issuers: Toroso Investments and FlexShares. Their fees differ too: 0.00% for SFYX and 0.25% for RAVI.
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