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

WKLY vs. SPYI

Last updated May 14, 2025

Compare and contrast key facts about SoFi Weekly Dividend ETF (WKLY) and NEOS S&P 500 High Income ETF (SPYI).

WKLY and SPYI 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. SPYI is an actively managed fund by Neos. It was launched on Aug 29, 2022.

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

Correlation

The correlation between WKLY and SPYI is 0.61, 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. SPYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Weekly Dividend ETF (WKLY) and NEOS S&P 500 High Income ETF (SPYI). 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

SPYI

YTD

0.94%

1M

8.33%

6M

-0.07%

1Y

12.32%

5Y*

N/A

10Y*

N/A

*Annualized

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WKLY vs. SPYI - Expense Ratio Comparison

WKLY has a 0.49% expense ratio, which is lower than SPYI's 0.68% expense ratio.

SPYI
NEOS S&P 500 High Income ETF
WKLY
SoFi Weekly Dividend ETF

Risk-Adjusted Performance

WKLY vs. SPYI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WKLY
SPYI
The Risk-Adjusted Performance Rank of SPYI is 7070
Overall Rank
The Sharpe Ratio Rank of SPYI is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYI is 6666
Sortino Ratio Rank
The Omega Ratio Rank of SPYI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of SPYI is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SPYI is 7373
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. SPYI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Weekly Dividend ETF (WKLY) and NEOS S&P 500 High Income ETF (SPYI). 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. SPYI - Dividend Comparison

WKLY has not paid dividends to shareholders, while SPYI's dividend yield for the trailing twelve months is around 12.47%.

TTM2024202320222021
WKLY
SoFi Weekly Dividend ETF		0.00%0.24%2.93%3.20%1.21%
SPYI
NEOS S&P 500 High Income ETF		12.47%12.04%11.02%4.10%0.00%

Drawdowns

WKLY vs. SPYI - Drawdown Comparison

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Volatility

WKLY vs. SPYI - Volatility Comparison

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