SRIU.L vs. SFY

Last updated Jun 5, 2026

SRIU.L (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and SFY (SoFi Select 500 ETF) are both exchange-traded funds - SRIU.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while SFY is a Large Cap Growth Equities fund tracking the Solactive SoFi US 500 Growth Index. Both are passively managed. Over the past 5 years, SRIU.L returned 12.78%/yr vs 17.16%/yr for SFY. At a 0.43 correlation, their price movements are largely independent. SRIU.L charges 0.22%/yr vs 0.00%/yr for SFY.

Performance

SRIU.L vs. SFY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) and SoFi Select 500 ETF (SFY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SRIU.L is traded in GBp, while SFY is traded in USD. To make them comparable, the SFY values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, SRIU.L achieves a 13.81% return, which is significantly lower than SFY's 15.22% return.

SRIU.L

• 1D: -0.51%
• 1M: 8.42%
• YTD: 13.81%
• 6M: 12.98%
• 1Y: 27.22%
• 3Y*: 16.86%
• 5Y*: 12.78%
• 10Y*: —

SFY

• 1D: 0.21%
• 1M: 7.82%
• YTD: 15.22%
• 6M: 13.75%
• 1Y: 36.78%
• 3Y*: 24.45%
• 5Y*: 17.16%
• 10Y*: —

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

SRIU.L vs. SFY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis	13.81%	3.18%	21.24%	25.25%	-15.68%	31.46%	-7.21%
SFY SoFi Select 500 ETF	15.22%	13.93%	32.08%	22.89%	-13.67%	29.24%	22.34%

Correlation

The correlation between SRIU.L and SFY is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.51
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (All Time) Calculated using the full available price history since May 14, 2020	0.43

The correlation between SRIU.L and SFY shifts across timeframes, from 0.41 (5 years) to 0.60 (1 year), reflecting how their relationship changes across market environments.

SRIU.L vs. SFY - Sectors Allocation Comparison

Sectors	SRIU.L	SFY
Technology	44.2%	45.5%
Financial Services	12.0%	9.6%
Consumer Cyclical	11.1%	7.6%
Industrials	9.9%	6.7%
Healthcare	9.1%	9.4%
Consumer Defensive	5.0%	3.4%
Communication Services	3.6%	10.2%
Real Estate	2.8%	1.7%
Basic Materials	1.6%	1.7%
Utilities	0.7%	1.9%
Energy	-	2.4%

Return for Risk

SRIU.L vs. SFY — Risk / Return Rank

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

SRIU.L

SRIU.L Risk / Return Rank: 64
SRIU.L Sharpe Ratio Rank: 70
SRIU.L Sortino Ratio Rank: 70
SRIU.L Omega Ratio Rank: 70
SRIU.L Calmar Ratio Rank: 58
SRIU.L Martin Ratio Rank: 54

SFY

SFY Risk / Return Rank: 74
SFY Sharpe Ratio Rank: 77
SFY Sortino Ratio Rank: 74
SFY Omega Ratio Rank: 73
SFY Calmar Ratio Rank: 67
SFY Martin Ratio Rank: 76

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.

SRIU.L vs. SFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) and SoFi Select 500 ETF (SFY). 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.

	SRIU.L	SFY	Difference
Sharpe ratio: Return per unit of total volatility	2.25	2.65	-0.40
Sortino ratio: Return per unit of downside risk	3.15	3.40	-0.25
Omega ratio: Gain probability vs. loss probability	1.41	1.48	-0.07
Calmar ratio: Return relative to maximum drawdown	2.82	3.63	-0.81
Martin ratio: Return relative to average drawdown	9.16	12.29	-3.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRIU.L vs. SFY - Sharpe Ratio Comparison

The current SRIU.L Sharpe Ratio is 2.25, which is comparable to the SFY Sharpe Ratio of 2.65. The chart below compares the historical Sharpe Ratios of SRIU.L and SFY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SRIU.L	SFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.25	2.65	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.96	0.96	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.91	-0.27

Drawdowns

SRIU.L vs. SFY - Drawdown Comparison

The maximum SRIU.L drawdown since its inception was -24.84%, roughly equal to the maximum SFY drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for SRIU.L and SFY.

Drawdown Indicators

	SRIU.L	SFY	Difference
Max Drawdown Largest peak-to-trough decline	-24.84%	-25.25%	+0.41%
Max Drawdown (1Y) Largest decline over 1 year	-9.71%	-10.18%	+0.47%
Max Drawdown (3Y) Largest decline over 3 years	-22.56%	-24.42%	+1.86%
Max Drawdown (5Y) Largest decline over 5 years	-22.56%	-24.42%	+1.86%
Current Drawdown Current decline from peak	-0.51%	-0.46%	-0.05%
Average Drawdown Average peak-to-trough decline	-6.45%	-4.63%	-1.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.98%	3.00%	-0.02%

Volatility

SRIU.L vs. SFY - Volatility Comparison

UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) has a higher volatility of 4.11% compared to SoFi Select 500 ETF (SFY) at 3.70%. This indicates that SRIU.L's price experiences larger fluctuations and is considered to be riskier than SFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRIU.L	SFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.11%	3.70%	+0.41%
Volatility (6M) Calculated over the trailing 6-month period	8.90%	10.06%	-1.16%
Volatility (1Y) Calculated over the trailing 1-year period	12.17%	13.95%	-1.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.44%	17.93%	-0.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.76%	19.50%	+1.26%

SRIU.L vs. SFY - Expense Ratio Comparison

SRIU.L has a 0.22% expense ratio, which is higher than SFY's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

SRIU.L vs. SFY - Dividend Comparison

SRIU.L's dividend yield for the trailing twelve months is around 0.70%, less than SFY's 0.84% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
SFY SoFi Select 500 ETF	0.84%	0.96%	0.99%	1.40%	1.61%	0.90%	1.18%	1.02%
SRIU.L UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis	0.70%	0.98%	0.51%	0.94%	1.08%	0.80%	0.21%	0.00%

Frequently Asked Questions

Can I hold both SRIU.L and SFY in my portfolio?

SRIU.L and SFY have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SRIU.L or SFY?

On fees, SFY 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, SRIU.L or SFY?

SFY is cheaper with a 0.00% expense ratio, compared with 0.22% for SRIU.L.

What is the main difference between SRIU.L and SFY?

SRIU.L is categorized as Large Cap Blend Equities, while SFY is Large Cap Growth Equities. SRIU.L tracks Russell 1000 TR USD, while SFY tracks Solactive SoFi US 500 Growth Index. They also come from different issuers: UBS and Toroso Investments. Their fees differ too: 0.22% for SRIU.L and 0.00% for SFY.