SFY vs ETJ
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ, ETF).
5-Year PerformanceSFY has outperformed ETJ, delivering a return of +15.0% compared to +3.0%
SFY vs ETJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SFY vs ETJ - Historical Returns
Returns include dividend reinvestment.
SFY vs ETJ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SFY | ETJ |
|---|---|---|
| 2026 | +9.92% | -1.67% |
| 2025 | +22.30% | +4.37% |
| 2024 | +30.66% | +30.50% |
| 2023 | +30.52% | +14.46% |
| 2022 | -23.41% | -23.01% |
| 2021 | +29.52% | +15.18% |
| 2020 | +23.52% | +22.42% |
| 2019 | +13.37% | +26.64% |
| 2018 | N/A | -8.47% |
| 2017 | N/A | +18.00% |
| 2016 | N/A | +0.02% |
| 2015 | N/A | +4.14% |
| 2014 | N/A | +4.34% |
| 2013 | N/A | +17.40% |
| 2012 | N/A | +9.78% |
| 2011 | N/A | -13.13% |
| 2010 | N/A | -11.37% |
| 2009 | N/A | +3.45% |
| 2008 | N/A | +6.37% |
| 2007 | N/A | -4.18% |
SFY vs ETJ Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for ETJ was -32.81%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.
The current SFY drawdown is -4.59%. The current ETJ drawdown is -3.70%.
| Rank | SFY | ETJ |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -32.81% Feb 19, 2020 - Jun 3, 2020 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -31.32% Apr 22, 2010 - Jan 14, 2014 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -30.40% Jul 31, 2008 - Jul 21, 2009 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -28.53% Nov 12, 2021 - Aug 16, 2024 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -19.65% Oct 1, 2018 - Apr 17, 2019 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -15.45% Dec 26, 2024 - Jun 30, 2025 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -15.30% Jul 27, 2007 - Apr 24, 2008 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -12.54% Jun 18, 2015 - Jul 8, 2016 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -10.41% Feb 2, 2026 - Mar 27, 2026 |
| #10 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -9.84% Aug 22, 2016 - Jan 25, 2017 |
| #11 | -5.37% Mar 28, 2024 - May 14, 2024 | -8.46% Jan 12, 2018 - Jun 4, 2018 |
| #12 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -8.25% Nov 28, 2014 - Jun 18, 2015 |
| #13 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -8.19% Sep 18, 2014 - Nov 28, 2014 |
| #14 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -7.97% Sep 1, 2020 - Nov 13, 2020 |
| #15 | -4.59% Jun 2, 2026 - Jun 5, 2026 | -6.75% Sep 18, 2009 - Jan 8, 2010 |
Correlation
Correlation between SFY and ETJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
SFY vs ETJ dividend yield comparison.
| Year | SFY | ETJ |
|---|---|---|
| 2026 | 0.00% | 3.90% |
| 2025 | 0.96% | 8.86% |
| 2024 | 0.99% | 8.16% |
| 2023 | 1.40% | 8.86% |
| 2022 | 1.61% | 11.68% |
| 2021 | 0.90% | 8.53% |
| 2020 | 1.18% | 8.79% |
| 2019 | 1.02% | 9.77% |
| 2018 | 0.00% | 11.23% |
| 2017 | 0.00% | 9.82% |
| 2016 | 0.00% | 12.46% |
| 2015 | 0.00% | 10.98% |
| 2014 | 0.00% | 10.47% |
| 2013 | 0.00% | 9.90% |
| 2012 | 0.00% | 11.09% |
| 2011 | 0.00% | 12.23% |
| 2010 | 0.00% | 13.55% |
| 2009 | 0.00% | 10.80% |
| 2008 | 0.00% | 10.01% |
| 2007 | 0.00% | 2.41% |
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