SFYX vs. RISR

Last updated Aug 4, 2026

SFYX (SoFi Next 500 ETF) and RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) are both exchange-traded funds - SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index, while RISR is a Nontraditional Bonds fund actively managed by FolioBeyond. SFYX is passively managed, while RISR is actively managed. Their -0.05 correlation means they have often moved in opposite directions in the past. SFYX charges 0.00%/yr vs 1.13%/yr for RISR.

Performance

SFYX vs. RISR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Next 500 ETF (SFYX) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFYX

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

RISR

• 1D: -0.15%
• 1M: 1.47%
• 6M: 4.83%
• YTD: 4.75%
• 1Y: 6.29%
• 3Y*: 10.07%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.46%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	$3.20M	$3.07M	$3.51M

SFYX vs. RISR - 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%	2.73%
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	4.75%	4.63%	24.20%	7.02%	31.98%	-0.04%

Correlation

The correlation between SFYX and RISR is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.15
Correlation (3Y) Balances recent behavior with more history.	-0.10
Correlation (All Time) Calculated using the full available price history since Oct 1, 2021	-0.05

The correlation between SFYX and RISR shifts across timeframes, from -0.15 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SFYX vs. RISR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SFYX

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

RISR

RISR Risk / Return Rank: 51
RISR Sharpe Ratio Rank: 48
RISR Sortino Ratio Rank: 47
RISR Omega Ratio Rank: 46
RISR Calmar Ratio Rank: 67
RISR Martin Ratio Rank: 49

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SFYX vs. RISR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). 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	RISR	Difference
Sharpe ratio: Return per unit of total volatility	—	1.20	—
Sortino ratio: Return per unit of downside risk	—	1.76	—
Omega ratio: Gain probability vs. loss probability	—	1.22	—
Calmar ratio: Return relative to maximum drawdown	—	2.42	—
Martin ratio: Return relative to average drawdown	—	5.79	—

Drawdowns

Drawdown Indicators

	SFYX	RISR	Difference
Max Drawdown Largest peak-to-trough decline	—	-14.31%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-2.61%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-8.07%	—
Current Drawdown Current decline from peak	—	-0.15%	—
Average Drawdown Average peak-to-trough decline	—	-2.12%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.09%	—

Volatility

Volatility by Period

	SFYX	RISR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	5.25%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	11.67%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	11.67%	—

SFYX vs. RISR - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than RISR's 1.13% expense ratio.

Dividends

SFYX vs. RISR - Dividend Comparison

SFYX has not paid dividends to shareholders, while RISR's dividend yield for the trailing twelve months is around 5.88%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	5.88%	5.95%	5.67%	7.96%	4.26%	0.30%	0.00%	0.00%
SFYX SoFi Next 500 ETF	0.67%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both SFYX and RISR in my portfolio?

SFYX and RISR have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SFYX or RISR?

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.

Which ETF is cheaper, SFYX or RISR?

SFYX is cheaper with a 0.00% expense ratio, compared with 1.13% for RISR.

Which ETF pays a higher dividend yield, SFYX or RISR?

RISR has the higher dividend yield at 5.88%, compared with 0.67% for SFYX.

What is the main difference between SFYX and RISR?

SFYX is categorized as Mid Cap Growth Equities, while RISR is Nontraditional Bonds. They also come from different issuers: Toroso Investments and FolioBeyond. Their fees differ too: 0.00% for SFYX and 1.13% for RISR.