TMFM vs. SFYX

Last updated Jun 5, 2026

TMFM (Motley Fool Mid-Cap Growth ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds. TMFM is actively managed, while SFYX is passively managed. Their correlation of 0.82 suggests significant overlap in exposure. TMFM charges 0.85%/yr vs 0.00%/yr for SFYX.

Performance

TMFM vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Mid-Cap Growth ETF (TMFM) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TMFM

• 1D: 1.21%
• 1M: 3.69%
• YTD: -8.40%
• 6M: -9.85%
• 1Y: -18.32%
• 3Y*: 3.93%
• 5Y*: —
• 10Y*: —

SFYX

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

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

TMFM vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
TMFM Motley Fool Mid-Cap Growth ETF	-8.40%	-8.98%	17.54%	21.81%	-27.36%	2.08%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%	2.44%

Correlation

The correlation between TMFM and SFYX is 0.55, 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	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021	0.82

Over the past year, the correlation between TMFM and SFYX has dropped to 0.55 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.

TMFM vs. SFYX - Sectors Allocation Comparison

Sectors	TMFM	SFYX
Technology	28.5%	16.9%
Healthcare	23.9%	12.1%
Industrials	21.4%	20.5%
Financial Services	14.0%	15.9%
Real Estate	5.1%	6.4%
Consumer Cyclical	4.9%	9.9%
Consumer Defensive	2.2%	3.0%
Basic Materials	-	3.2%
Communication Services	-	4.5%
Energy	-	4.5%
Utilities	-	2.2%

Return for Risk

TMFM vs. SFYX — Risk / Return Rank

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

TMFM

TMFM Risk / Return Rank: 2
TMFM Sharpe Ratio Rank: 1
TMFM Sortino Ratio Rank: 2
TMFM Omega Ratio Rank: 2
TMFM Calmar Ratio Rank: 3
TMFM Martin Ratio Rank: 3

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.

TMFM vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Mid-Cap Growth ETF (TMFM) 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.

	TMFM	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	-0.98	—	—
Sortino ratio: Return per unit of downside risk	-1.38	—	—
Omega ratio: Gain probability vs. loss probability	0.85	—	—
Calmar ratio: Return relative to maximum drawdown	-0.67	—	—
Martin ratio: Return relative to average drawdown	-1.25	—	—
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

	TMFM	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.98	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.13	—	—

Drawdowns

Drawdown Indicators

	TMFM	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-31.75%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-27.34%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-31.75%	—	—
Current Drawdown Current decline from peak	-25.46%	—	—
Average Drawdown Average peak-to-trough decline	-15.86%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	14.70%	—	—

Volatility

Volatility by Period

	TMFM	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.06%	—	—
Volatility (6M) Calculated over the trailing 6-month period	15.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.79%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.63%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.63%	—	—

TMFM vs. SFYX - Expense Ratio Comparison

TMFM has a 0.85% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

TMFM vs. SFYX - Dividend Comparison

TMFM's dividend yield for the trailing twelve months is around 0.07%, less 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%
TMFM Motley Fool Mid-Cap Growth ETF	0.07%	0.06%	16.27%	2.55%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TMFM and SFYX in my portfolio?

TMFM and SFYX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TMFM 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, TMFM or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.85% for TMFM.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.07% for TMFM.

What is the main difference between TMFM and SFYX?

They also come from different issuers: Motley Fool and Toroso Investments. Their fees differ too: 0.85% for TMFM and 0.00% for SFYX.