TMFX vs. SFYX

Last updated Jun 4, 2026

TMFX (Motley Fool Next Index ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - TMFX tracks the Motley Fool Next Index while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. Their correlation of 0.88 suggests significant overlap in exposure. TMFX charges 0.50%/yr vs 0.00%/yr for SFYX.

Performance

TMFX vs. SFYX - Performance Comparison

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

Returns By Period

TMFX

• 1D: -0.92%
• 1M: 5.95%
• YTD: 4.09%
• 6M: 4.52%
• 1Y: 12.73%
• 3Y*: 13.61%
• 5Y*: —
• 10Y*: —

SFYX

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

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

TMFX vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
TMFX Motley Fool Next Index ETF	4.09%	10.41%	16.04%	17.95%	-28.16%
SFYX SoFi Next 500 ETF	5.66%	14.25%	14.45%	17.70%	-22.88%

Correlation

The correlation between TMFX and SFYX is 0.72, 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	0.72
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (All Time) Calculated using the full available price history since Jan 3, 2022	0.88

The correlation between TMFX and SFYX shifts across timeframes, from 0.72 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.

TMFX vs. SFYX - Sectors Allocation Comparison

Sectors	TMFX	SFYX
Technology	28.8%	16.9%
Healthcare	17.6%	12.1%
Consumer Cyclical	16.9%	9.9%
Industrials	14.1%	20.5%
Financial Services	10.5%	15.9%
Communication Services	5.6%	4.5%
Consumer Defensive	2.7%	3.0%
Real Estate	2.1%	6.4%
Basic Materials	1.6%	3.2%
Energy	0.0%	4.5%
Utilities	-	2.2%

Return for Risk

TMFX vs. SFYX — Risk / Return Rank

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

TMFX

TMFX Risk / Return Rank: 21
TMFX Sharpe Ratio Rank: 21
TMFX Sortino Ratio Rank: 21
TMFX Omega Ratio Rank: 20
TMFX Calmar Ratio Rank: 21
TMFX Martin Ratio Rank: 23

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.

TMFX vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) 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.

	TMFX	SFYX	Difference
Sharpe ratio Return per unit of total volatility	0.76	—	—
Sortino ratio Return per unit of downside risk	1.18	—	—
Omega ratio Gain probability vs. loss probability	1.13	—	—
Calmar ratio Return relative to maximum drawdown	0.92	—	—
Martin ratio Return relative to average drawdown	2.93	—	—
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

	TMFX	SFYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	—	—

Drawdowns

Drawdown Indicators

	TMFX	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-34.30%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-13.95%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.05%	—	—
Current Drawdown Current decline from peak	-1.78%	—	—
Average Drawdown Average peak-to-trough decline	-14.38%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.35%	—	—

Volatility

Volatility by Period

	TMFX	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.11%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.86%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.39%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.39%	—	—

TMFX vs. SFYX - Expense Ratio Comparison

TMFX has a 0.50% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

TMFX vs. SFYX - Dividend Comparison

TMFX's dividend yield for the trailing twelve months is around 0.05%, 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%
TMFX Motley Fool Next Index ETF	0.05%	0.05%	0.06%	0.16%	0.22%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TMFX and SFYX in my portfolio?

TMFX and SFYX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TMFX 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, TMFX or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.50% for TMFX.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.05% for TMFX.

What is the main difference between TMFX and SFYX?

TMFX tracks Motley Fool Next Index, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: Motley Fool and Toroso Investments. Their fees differ too: 0.50% for TMFX and 0.00% for SFYX.