SPRE vs. SFYX

Last updated Jun 3, 2026

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

Performance

SPRE vs. SFYX - Performance Comparison

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

Returns By Period

SPRE

• 1D: 0.73%
• 1M: -1.70%
• YTD: 7.88%
• 6M: 8.62%
• 1Y: 10.66%
• 3Y*: 6.67%
• 5Y*: 1.62%
• 10Y*: —

SFYX

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

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

SPRE vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SPRE SP Funds S&P Global REIT Sharia ETF	7.88%	3.07%	2.11%	9.40%	-29.48%	44.78%	0.73%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	18.89%	0.34%

Correlation

The correlation between SPRE and SFYX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (All Time) Calculated using the full available price history since Dec 31, 2020	0.57

Over the past year, the correlation between SPRE and SFYX has dropped to 0.32 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

SPRE vs. SFYX - Sectors Allocation Comparison

Sectors	SPRE	SFYX
Real Estate	84.4%	6.4%
Basic Materials	5.0%	3.2%
Utilities	0.4%	2.2%
Financial Services	0.1%	15.9%
Consumer Cyclical	-	9.9%
Consumer Defensive	-	3.0%
Energy	-	4.5%
Healthcare	-	12.1%
Industrials	-	20.5%
Technology	-	16.9%
Communication Services	-0.0%	4.5%

Return for Risk

SPRE vs. SFYX — Risk / Return Rank

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

SPRE

SPRE Risk / Return Rank: 24
SPRE Sharpe Ratio Rank: 23
SPRE Sortino Ratio Rank: 22
SPRE Omega Ratio Rank: 22
SPRE Calmar Ratio Rank: 24
SPRE Martin Ratio Rank: 27

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.

SPRE vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P Global REIT Sharia ETF (SPRE) and SoFi Next 500 ETF (SFYX). 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.

	SPRE	SFYX	Difference
Sharpe ratio Return per unit of total volatility	0.81	—	—
Sortino ratio Return per unit of downside risk	1.19	—	—
Omega ratio Gain probability vs. loss probability	1.15	—	—
Calmar ratio Return relative to maximum drawdown	1.15	—	—
Martin ratio Return relative to average drawdown	3.91	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SPRE	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.81	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	—	—

Drawdowns

Drawdown Indicators

	SPRE	SFYX	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	-12.42%	—	—
Average Drawdown Average peak-to-trough decline	-17.93%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.83%	—	—

Volatility

Volatility by Period

	SPRE	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.22%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.74%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.42%	—	—

SPRE vs. SFYX - Expense Ratio Comparison

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

Dividends

SPRE vs. SFYX - Dividend Comparison

SPRE's dividend yield for the trailing twelve months is around 3.86%, more than SFYX's 1.36% yield.

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	3.86%	4.10%	4.13%	4.16%	4.17%	2.83%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SPRE and SFYX in my portfolio?

SPRE and SFYX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SPRE or SFYX?

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, SPRE or SFYX?

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

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

SPRE has the higher dividend yield at 3.86%, compared with 1.36% for SFYX.

What is the main difference between SPRE and SFYX?

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