SFY vs NKX
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF).
5-Year PerformanceSFY has outperformed NKX, delivering a return of +14.3% compared to +0.3%
SFY vs NKX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SFY vs NKX - Historical Returns
Returns include dividend reinvestment.
SFY vs NKX - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SFY | NKX |
|---|---|---|
| 2026 | +11.75% | +3.90% |
| 2025 | +22.30% | +4.64% |
| 2024 | +30.66% | +16.57% |
| 2023 | +30.52% | -3.34% |
| 2022 | -23.41% | -18.48% |
| 2021 | +29.52% | +4.57% |
| 2020 | +23.52% | +7.61% |
| 2019 | +13.37% | +23.74% |
| 2018 | N/A | -13.29% |
| 2017 | N/A | +12.78% |
| 2016 | N/A | -1.75% |
| 2015 | N/A | +11.55% |
| 2014 | N/A | +28.02% |
| 2013 | N/A | -13.32% |
| 2012 | N/A | +6.03% |
| 2011 | N/A | +28.66% |
| 2010 | N/A | +2.31% |
| 2009 | N/A | +26.36% |
| 2008 | N/A | -24.06% |
| 2007 | N/A | +0.18% |
| 2006 | N/A | +14.75% |
| 2005 | N/A | +0.57% |
| 2004 | N/A | +9.14% |
| 2003 | N/A | +0.81% |
SFY vs NKX Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The current SFY drawdown is -3.00%. The current NKX drawdown is -2.05%.
| Rank | SFY | NKX |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -43.86% Jan 14, 2008 - Sep 16, 2009 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -35.62% Nov 12, 2021 - Feb 11, 2026 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -27.52% Feb 7, 2020 - Aug 10, 2020 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -23.95% Nov 30, 2012 - Dec 10, 2014 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -19.95% Sep 8, 2016 - Jul 19, 2019 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -19.40% Aug 16, 2010 - Oct 27, 2011 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -15.06% Jun 13, 2003 - Sep 20, 2004 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -12.43% Apr 23, 2007 - Jan 14, 2008 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -9.74% Feb 11, 2026 - Mar 30, 2026 |
| #10 | -6.19% Jun 2, 2026 - Jun 10, 2026 | -9.66% Oct 8, 2009 - Jun 18, 2010 |
| #11 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -9.63% Jun 2, 2006 - Oct 4, 2006 |
| #12 | -5.37% Mar 28, 2024 - May 14, 2024 | -8.70% May 31, 2005 - Jan 23, 2006 |
| #13 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -7.75% Feb 15, 2012 - May 1, 2012 |
| #14 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -7.27% Jan 30, 2015 - Oct 8, 2015 |
| #15 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -6.76% Mar 14, 2005 - May 31, 2005 |
Correlation
Correlation between SFY and NKX is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
SFY vs NKX dividend yield comparison.
| Year | SFY | NKX |
|---|---|---|
| 2026 | 0.43% | 4.22% |
| 2025 | 0.96% | 7.33% |
| 2024 | 0.99% | 6.14% |
| 2023 | 1.40% | 4.38% |
| 2022 | 1.61% | 5.17% |
| 2021 | 0.90% | 4.21% |
| 2020 | 1.18% | 4.05% |
| 2019 | 1.02% | 4.06% |
| 2018 | 0.00% | 5.25% |
| 2017 | 0.00% | 5.06% |
| 2016 | 0.00% | 6.18% |
| 2015 | 0.00% | 5.66% |
| 2014 | 0.00% | 5.24% |
| 2013 | 0.00% | 7.03% |
| 2012 | 0.00% | 5.64% |
| 2011 | 0.00% | 5.62% |
| 2010 | 0.00% | 6.56% |
| 2009 | 0.00% | 5.91% |
| 2008 | 0.00% | 7.35% |
| 2007 | 0.00% | 4.93% |
| 2006 | 0.00% | 4.85% |
| 2005 | 0.00% | 5.87% |
| 2004 | 0.00% | 6.27% |
| 2003 | 0.00% | 5.83% |
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