SOFI vs. IUIT.L
SOFI (SoFi Technologies, Inc.) is a stock, while IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) is Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Over the past 5 years, SOFI returned -5.84%/yr vs 22.66%/yr for IUIT.L. At a 0.29 correlation, their price movements are largely independent.
Performance
SOFI vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, SOFI achieves a -36.67% return, which is significantly lower than IUIT.L's 17.28% return.
SOFI
- 1D
- -0.54%
- 1M
- 6.21%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
IUIT.L
- 1D
- 2.98%
- 1M
- 0.18%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 43.37%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
SOFI vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.28% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 5.86% |
Correlation
The correlation between SOFI and IUIT.L is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.29 |
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Return for Risk
SOFI vs. IUIT.L — Risk / Return Rank
SOFI
IUIT.L
SOFI vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L). 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.
| SOFI | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 2.48 | -2.27 |
| Martin ratioReturn relative to average drawdown | 0.39 | 7.17 | -6.77 |
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Drawdowns
SOFI vs. IUIT.L - Drawdown Comparison
The maximum SOFI drawdown since its inception was -83.32%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for SOFI and IUIT.L.
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Drawdown Indicators
| SOFI | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.32% | -33.46% | -49.86% |
Max Drawdown (1Y)Largest decline over 1 year | -52.96% | -17.03% | -35.93% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -26.40% | -26.56% |
Max Drawdown (5Y)Largest decline over 5 years | -81.54% | -33.46% | -48.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -48.53% | -7.68% | -40.85% |
Average DrawdownAverage peak-to-trough decline | -51.20% | -5.90% | -45.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.88% | 5.91% | +22.97% |
Volatility
SOFI vs. IUIT.L - Volatility Comparison
SoFi Technologies, Inc. (SOFI) has a higher volatility of 17.35% compared to iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) at 8.88%. This indicates that SOFI's price experiences larger fluctuations and is considered to be riskier than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOFI | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.35% | 8.88% | +8.47% |
Volatility (6M)Calculated over the trailing 6-month period | 38.57% | 16.62% | +21.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.54% | 21.07% | +35.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.69% | 23.74% | +42.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.92% | 22.26% | +49.66% |
Dividends
SOFI vs. IUIT.L - Dividend Comparison
Neither SOFI nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
SOFI and IUIT.L have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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