SFY vs IBMP
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).
5-Year PerformanceSFY has outperformed IBMP, delivering a return of +13.3% compared to +0.6%
SFY vs IBMP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFY
$656M
IBMP
$656M
Expense Ratio
Winner
SFY
0.05%
IBMP
0.18%
Max Drawdown
SFY
33.25%
Winner
IBMP
15.24%
Sharpe Ratio
Winner
SFY
1.14
IBMP
-1.46
5Y Beta
SFY
1.14
Winner
IBMP
0.01
P/E Ratio
SFY
26.88
IBMP
N/A
Forward P/E
SFY
19.19
IBMP
N/A
5Y Dividends CAGR
SFY
9.58%
Winner
IBMP
17.57%
5Y EPS CAGR
SFY
39.81%
IBMP
N/A
Debt to Equity
SFY
34.11%
IBMP
N/A
P/S Ratio
SFY
4.31
IBMP
N/A
P/B Ratio
SFY
6.05
IBMP
N/A
SFY vs IBMP - Holdings Comparison
SFY and IBMP have 1 common holdings. Overlap is -0.59%
SFY's top 25 holdings weight is 54.40%. IBMP's top 25 holdings weight is 19.76%.
| Rank | SFY | IBMP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.07% | CALIFORNIA ST 5% (n/a) - 3.07% |
| #2 | MICROSOFT CORP (MSFT) - 4.98% | ILLINOIS ST 5% (n/a) - 1.55% |
| #3 | APPLE INC (AAPL) - 4.63% | n/a (n/a) - 1.22% |
| #4 | BROADCOM INC (AVGO) - 4.14% | NEW YORK N Y 5% (n/a) - 0.97% |
| #5 | AMAZON.COM INC (AMZN) - 3.18% | WASHINGTON ST 5% (n/a) - 0.83% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.01% | MASSACHUSETTS ST 5% (n/a) - 0.81% |
| #7 | ELI LILLY AND CO (LLY) - 2.49% | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.76% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.12% | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.69% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.99% | GEORGIA ST 5% (n/a) - 0.65% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.98% | CONNECTICUT ST 5% (n/a) - 0.64% |
| #11 | n/a (PLTR) - 1.47% | UNIVERSITY CALIF REVS 5% (n/a) - 0.63% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.38% | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.62% |
| #13 | TESLA INC (TSLA) - 1.09% | HAWAII ST 5% (n/a) - 0.62% |
| #14 | INTEL CORP (INTC) - 1.00% | DISTRICT COLUMBIA 5% (n/a) - 0.62% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.88% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.61% |
| #16 | WALMART INC (WMT) - 0.86% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.58% |
| #17 | ABBVIE INC (ABBV) - 0.78% | n/a (n/a) - 0.58% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.74% | n/a (n/a) - 0.57% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.68% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.57% |
| #20 | VISA INC CLASS A (V) - 0.65% | WISCONSIN ST 5% (n/a) - 0.55% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.27% | CHICAGO ILL O HARE INTL ARPT REV 5% (n/a) - 0.54% |
| #22 | SERVICENOW INC (NOW) - 0.26% | n/a (n/a) - 0.53% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.26% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.52% |
| #24 | NEWMONT CORP (NEM) - 0.25% | AUSTIN TEX INDPT SCH DIST 5% (n/a) - 0.52% |
| #25 | INTUITIVE SURGICAL INC (ISRG) - 0.24% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.51% |
| Total Holdings | 458 | 705 |
SFY vs IBMP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFY
+4.32%
IBMP
+0.25%
3M
Winner
SFY
+2.06%
IBMP
+0.69%
6M
Winner
SFY
+13.75%
IBMP
+0.77%
1Y
Winner
SFY
+23.75%
IBMP
+2.27%
5Y(CAGR)
Winner
SFY
+13.32%
IBMP
+0.61%
Max(CAGR)
Winner
SFY
+16.72%
IBMP
+1.92%
SFY vs IBMP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFY | IBMP |
|---|---|---|
| 2026 | +14.56% | +1.44% |
| 2025 | +22.30% | +3.36% |
| 2024 | +30.12% | +1.36% |
| 2023 | +29.00% | +3.22% |
| 2022 | -24.38% | -5.93% |
| 2021 | +28.54% | -0.14% |
| 2020 | +22.23% | +6.10% |
| 2019 | +12.42% | +4.88% |
SFY vs IBMP Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current SFY drawdown is -2.38%. The current IBMP drawdown is -0.02%.
| Rank | SFY | IBMP |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -15.24% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -28.36% Dec 27, 2021 - Feb 7, 2024 | -10.10% Feb 11, 2021 - Aug 1, 2025 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -2.24% Aug 15, 2019 - Jan 10, 2020 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -1.27% Aug 7, 2020 - Nov 20, 2020 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -0.59% Sep 18, 2025 - Dec 19, 2025 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -0.55% Mar 2, 2026 - Jun 4, 2026 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -0.44% Jan 6, 2021 - Jan 27, 2021 |
| #8 | -7.01% Jun 2, 2026 - Aug 7, 2026 | -0.42% Jan 31, 2020 - Feb 19, 2020 |
| #9 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -0.32% Apr 11, 2019 - Apr 24, 2019 |
| #10 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -0.25% Feb 27, 2020 - Mar 6, 2020 |
| #11 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -0.24% Jun 3, 2019 - Jun 19, 2019 |
| #12 | -5.37% Mar 28, 2024 - May 14, 2024 | -0.24% Aug 3, 2026 - Aug 14, 2026 |
| #13 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -0.21% Jul 2, 2019 - Jul 9, 2019 |
| #14 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -0.20% Aug 8, 2019 - Aug 13, 2019 |
| #15 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -0.20% Jan 9, 2026 - Jan 20, 2026 |
Correlation
Correlation between SFY and IBMP is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2019 - 2026)
SFY vs IBMP dividend yield comparison.
| Year | SFY | IBMP |
|---|---|---|
| 2026 | 0.42% | 1.47% |
| 2025 | 0.96% | 2.47% |
| 2024 | 0.60% | 2.35% |
| 2023 | 0.28% | 2.05% |
| 2022 | 0.32% | 1.26% |
| 2021 | 0.18% | 0.86% |
| 2020 | 0.24% | 1.16% |
| 2019 | 0.20% | 1.06% |
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