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

WKLY vs. TGFTX

Last updated May 13, 2025

Compare and contrast key facts about SoFi Weekly Dividend ETF (WKLY) and TCW Artificial Intelligence Equity Fund (TGFTX).

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. TGFTX is managed by TCW. It was launched on Aug 30, 2017.

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

Correlation

The correlation between WKLY and TGFTX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

WKLY vs. TGFTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Weekly Dividend ETF (WKLY) and TCW Artificial Intelligence Equity Fund (TGFTX). 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

TGFTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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WKLY vs. TGFTX - Expense Ratio Comparison

WKLY has a 0.49% expense ratio, which is lower than TGFTX's 0.90% expense ratio.

TGFTX
TCW Artificial Intelligence Equity Fund
WKLY
SoFi Weekly Dividend ETF

Risk-Adjusted Performance

WKLY vs. TGFTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WKLY
TGFTX
The Risk-Adjusted Performance Rank of TGFTX is 5858
Overall Rank
The Sharpe Ratio Rank of TGFTX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of TGFTX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of TGFTX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of TGFTX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of TGFTX is 7474
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. TGFTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Weekly Dividend ETF (WKLY) and TCW Artificial Intelligence Equity Fund (TGFTX). 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. TGFTX - Dividend Comparison

Neither WKLY nor TGFTX has paid dividends to shareholders.

TTM2023202220212020201920182017
WKLY
SoFi Weekly Dividend ETF		0.00%2.93%3.20%1.21%0.00%0.00%0.00%0.00%
TGFTX
TCW Artificial Intelligence Equity Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%

Drawdowns

WKLY vs. TGFTX - Drawdown Comparison

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Volatility

WKLY vs. TGFTX - Volatility Comparison

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