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WKLY vs. FALN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

WKLY vs. FALN

Last updated May 11, 2025

Compare and contrast key facts about SoFi Weekly Dividend ETF (WKLY) and iShares Fallen Angels USD Bond ETF (FALN).

WKLY and FALN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WKLY is a passively managed fund by Toroso Investments that tracks the performance of the SoFi Sustainable Dividend Index. It was launched on May 11, 2021. FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016. Both WKLY and FALN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WKLY or FALN.

Correlation

The correlation between WKLY and FALN is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

WKLY vs. FALN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Weekly Dividend ETF (WKLY) and iShares Fallen Angels USD Bond ETF (FALN). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

WKLY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FALN

YTD

-0.08%

1M

2.71%

6M

-0.81%

1Y

5.23%

5Y*

6.55%

10Y*

N/A

*Annualized

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WKLY vs. FALN - Expense Ratio Comparison

WKLY has a 0.49% expense ratio, which is higher than FALN's 0.25% expense ratio.

WKLY
SoFi Weekly Dividend ETF
FALN
iShares Fallen Angels USD Bond ETF

Risk-Adjusted Performance

WKLY vs. FALN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WKLY
FALN
The Risk-Adjusted Performance Rank of FALN is 7676
Overall Rank
The Sharpe Ratio Rank of FALN is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FALN is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FALN is 7474
Omega Ratio Rank
The Calmar Ratio Rank of FALN is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FALN is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WKLY vs. FALN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Weekly Dividend ETF (WKLY) and iShares Fallen Angels USD Bond ETF (FALN). 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.

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Dividends

WKLY vs. FALN - Dividend Comparison

WKLY has not paid dividends to shareholders, while FALN's dividend yield for the trailing twelve months is around 6.44%.

TTM202420232022202120202019201820172016
WKLY
SoFi Weekly Dividend ETF		0.00%0.24%2.93%3.20%1.21%0.00%0.00%0.00%0.00%0.00%
FALN
iShares Fallen Angels USD Bond ETF		6.44%6.24%5.37%5.08%3.40%5.14%5.35%5.97%6.98%3.55%

Drawdowns

WKLY vs. FALN - Drawdown Comparison

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Volatility

WKLY vs. FALN - Volatility Comparison

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