SFYX vs. SPRE

Last updated Jun 24, 2026

SFYX (SoFi Next 500 ETF) and SPRE (SP Funds S&P Global REIT Sharia ETF) are both exchange-traded funds - SFYX is a Mid Cap Growth Equities fund tracking the Solactive SoFi US Next 500 Growth Index, while SPRE is a REIT fund tracking the S&P Global All Equity REIT Shariah Capped Index. Both are passively managed. A 0.57 correlation means they provide meaningful diversification when combined. SFYX charges 0.00%/yr vs 0.69%/yr for SPRE.

Performance

SFYX vs. SPRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Next 500 ETF (SFYX) and SP Funds S&P Global REIT Sharia ETF (SPRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFYX

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

SPRE

• 1D: 0.52%
• 1M: 1.22%
• YTD: 10.84%
• 6M: 10.47%
• 1Y: 12.65%
• 3Y*: 8.51%
• 5Y*: 2.01%
• 10Y*: —

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

SFYX vs. SPRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	1.22%
SPRE SP Funds S&P Global REIT Sharia ETF	10.84%	3.07%	2.11%	9.40%	-29.48%	44.78%	-0.17%

Correlation

The correlation between SFYX and SPRE is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.52
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (All Time) Calculated using the full available price history since Dec 30, 2020	0.57

Over the past year, the correlation between SFYX and SPRE has dropped to 0.30 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

SFYX vs. SPRE - Sectors Allocation Comparison

Sectors	SFYX	SPRE
Industrials	22.3%	-
Technology	16.0%	-
Financial Services	15.0%	-0.0%
Healthcare	12.0%	-
Consumer Cyclical	9.9%	-
Real Estate	7.3%	84.6%
Energy	4.8%	-
Communication Services	4.0%	-0.2%
Basic Materials	3.4%	5.2%
Consumer Defensive	3.0%	-
Utilities	2.3%	0.4%

Return for Risk

SFYX vs. SPRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments 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.

SPRE

SPRE Risk / Return Rank: 27
SPRE Sharpe Ratio Rank: 27
SPRE Sortino Ratio Rank: 25
SPRE Omega Ratio Rank: 25
SPRE Calmar Ratio Rank: 28
SPRE Martin Ratio Rank: 32

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. SPRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) and SP Funds S&P Global REIT Sharia ETF (SPRE). 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	SPRE	Difference
Sharpe ratio: Return per unit of total volatility	—	0.94	—
Sortino ratio: Return per unit of downside risk	—	1.36	—
Omega ratio: Gain probability vs. loss probability	—	1.17	—
Calmar ratio: Return relative to maximum drawdown	—	1.32	—
Martin ratio: Return relative to average drawdown	—	4.56	—

Drawdowns

Drawdown Indicators

	SFYX	SPRE	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.63%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.34%	—
Current Drawdown Current decline from peak	—	-10.02%	—
Average Drawdown Average peak-to-trough decline	—	-17.84%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.78%	—

Volatility

Volatility by Period

	SFYX	SPRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.67%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.62%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.78%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.39%	—

SFYX vs. SPRE - Expense Ratio Comparison

SFYX has a 0.00% expense ratio, which is lower than SPRE's 0.69% expense ratio.

Dividends

SFYX vs. SPRE - Dividend Comparison

SFYX has not paid dividends to shareholders, while SPRE's dividend yield for the trailing twelve months is around 3.76%.

Position	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%
SPRE SP Funds S&P Global REIT Sharia ETF	3.76%	4.10%	4.13%	4.16%	4.17%	2.83%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SFYX and SPRE in my portfolio?

SFYX and SPRE have a correlation of 0.30, 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 SPRE?

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 SPRE?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.69% for SPRE.

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

SPRE has the higher dividend yield at 3.76%, compared with 1.36% for SFYX.

What is the main difference between SFYX and SPRE?

SFYX is categorized as Mid Cap Growth Equities, while SPRE is REIT. SFYX tracks Solactive SoFi US Next 500 Growth Index, while SPRE tracks S&P Global All Equity REIT Shariah Capped Index. Their fees differ too: 0.00% for SFYX and 0.69% for SPRE.