SFY vs RSPG
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF).
SFY is from the Technology sector, while RSPG is from the Energy sector.
5-Year PerformanceRSPG has outperformed SFY, delivering a return of +20.5% compared to +15.0%
SFY vs RSPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFY
$624M
RSPG
$624M
Expense Ratio
Winner
SFY
0.05%
RSPG
0.40%
Max Drawdown
Winner
SFY
33.25%
RSPG
82.12%
Sharpe Ratio
SFY
1.61
Winner
RSPG
1.73
5Y Beta
SFY
1.15
Winner
RSPG
0.68
P/E Ratio
SFY
32.72
Winner
RSPG
18.91
Forward P/E
SFY
22.73
Winner
RSPG
12.01
PEG Ratio
SFY
N/A
RSPG
0.93
5Y Dividends CAGR
SFY
9.18%
Winner
RSPG
16.47%
5Y EPS CAGR
Winner
SFY
38.86%
RSPG
15.84%
Debt to Equity
Winner
SFY
28.91%
RSPG
63.96%
P/S Ratio
SFY
4.64
Winner
RSPG
1.60
P/B Ratio
SFY
6.93
Winner
RSPG
2.42
SFY vs RSPG - Holdings Comparison
SFY and RSPG have 17 common holdings. Overlap is 1.35%
SFY's top 25 holdings weight is 55.42%. RSPG's top 25 holdings weight is 96.26%.
| Rank | SFY | RSPG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.52% | TARGA RESOURCES CORP (TRGP) - 5.19% |
| #2 | APPLE INC (AAPL) - 4.80% | SLB LTD (SLB) - 5.19% |
| #3 | BROADCOM INC (AVGO) - 4.31% | WILLIAMS COMPANIES INC (WMB) - 5.04% |
| #4 | MICROSOFT CORP (MSFT) - 4.21% | KINDER MORGAN INC CLASS P (KMI) - 4.97% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.19% | ONEOK INC (OKE) - 4.97% |
| #6 | AMAZON.COM INC (AMZN) - 3.17% | HALLIBURTON CO (HAL) - 4.96% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.46% | BAKER HUGHES CO CLASS A (BKR) - 4.94% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.29% | APA CORP (APA) - 4.93% |
| #9 | ELI LILLY AND CO (LLY) - 2.24% | EXXON MOBIL CORP (XOM) - 4.85% |
| #10 | META PLATFORMS INC CLASS A (META) - 2.07% | PHILLIPS 66 (PSX) - 4.85% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.50% | EOG RESOURCES INC (EOG) - 4.79% |
| #12 | TESLA INC (TSLA) - 1.46% | CHEVRON CORP (CVX) - 4.78% |
| #13 | INTEL CORP (INTC) - 1.30% | VALERO ENERGY CORP (VLO) - 4.78% |
| #14 | n/a (PLTR) - 1.14% | DIAMONDBACK ENERGY INC (FANG) - 4.77% |
| #15 | WALMART INC (WMT) - 0.92% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.74% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.76% | MARATHON PETROLEUM CORP (MPC) - 4.69% |
| #17 | ORACLE CORP (ORCL) - 0.73% | CONOCOPHILLIPS (COP) - 4.64% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.72% | EQT CORP (EQT) - 4.43% |
| #19 | ABBVIE INC (ABBV) - 0.68% | DEVON ENERGY CORP (DVN) - 4.38% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.37% |
| #21 | AMGEN INC (AMGN) - 0.26% | N/A |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.26% | N/A |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.26% | N/A |
| #24 | NEWMONT CORP (NEM) - 0.25% | N/A |
| #25 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% | N/A |
| Total Holdings | 463 | 20 |
SFY vs RSPG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFY
+2.77%
RSPG
-4.48%
3M
Winner
SFY
+11.25%
RSPG
+3.30%
6M
SFY
+9.90%
Winner
RSPG
+25.37%
1Y
SFY
+30.97%
Winner
RSPG
+47.29%
5Y(CAGR)
SFY
+15.01%
Winner
RSPG
+20.53%
10Y(CAGR)
SFY
N/A
RSPG
+9.14%
Max(CAGR)
Winner
SFY
+17.51%
RSPG
+6.02%
SFY vs RSPG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SFY | RSPG |
|---|---|---|
| 2026 | +9.92% | +28.63% |
| 2025 | +22.30% | +5.20% |
| 2024 | +30.66% | +5.19% |
| 2023 | +30.52% | +8.79% |
| 2022 | -23.41% | +52.54% |
| 2021 | +29.52% | +57.30% |
| 2020 | +23.52% | -32.54% |
| 2019 | +13.37% | +10.92% |
| 2018 | N/A | -26.16% |
| 2017 | N/A | -7.51% |
| 2016 | N/A | +35.67% |
| 2015 | N/A | -28.92% |
| 2014 | N/A | -13.65% |
| 2013 | N/A | +25.55% |
| 2012 | N/A | +1.58% |
| 2011 | N/A | -2.04% |
| 2010 | N/A | +21.80% |
| 2009 | N/A | +38.47% |
| 2008 | N/A | -49.06% |
| 2007 | N/A | +47.07% |
| 2006 | N/A | +2.54% |
SFY vs RSPG Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.
The current SFY drawdown is -4.59%. The current RSPG drawdown is -7.73%.
| Rank | SFY | RSPG |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -79.98% Jun 23, 2014 - May 27, 2022 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -65.50% Jun 23, 2008 - Sep 18, 2013 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -28.47% Jun 7, 2022 - Aug 11, 2023 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -23.07% Nov 22, 2024 - Dec 5, 2025 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -18.93% Jan 3, 2008 - Apr 9, 2008 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -13.67% Jul 23, 2007 - Sep 19, 2007 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -13.62% Apr 5, 2024 - Nov 20, 2024 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -13.14% Dec 14, 2006 - Apr 2, 2007 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -12.20% Oct 18, 2023 - Mar 14, 2024 |
| #10 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -12.18% Mar 27, 2026 - Apr 17, 2026 |
| #11 | -5.37% Mar 28, 2024 - May 14, 2024 | -9.70% Nov 6, 2007 - Dec 21, 2007 |
| #12 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -9.21% Sep 14, 2023 - Oct 18, 2023 |
| #13 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -6.89% Apr 21, 2008 - May 15, 2008 |
| #14 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -6.76% Dec 5, 2025 - Jan 14, 2026 |
| #15 | -4.59% Jun 2, 2026 - Jun 5, 2026 | -6.47% Oct 22, 2013 - Feb 24, 2014 |
Correlation
Correlation between SFY and RSPG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2006 - 2026)
SFY vs RSPG dividend yield comparison.
| Year | SFY | RSPG |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 0.96% | 2.60% |
| 2024 | 0.99% | 2.43% |
| 2023 | 1.40% | 2.84% |
| 2022 | 1.61% | 3.43% |
| 2021 | 0.90% | 2.37% |
| 2020 | 1.18% | 3.15% |
| 2019 | 1.02% | 2.15% |
| 2018 | 0.00% | 2.18% |
| 2017 | 0.00% | 2.55% |
| 2016 | 0.00% | 1.14% |
| 2015 | 0.00% | 2.80% |
| 2014 | 0.00% | 1.97% |
| 2013 | 0.00% | 0.98% |
| 2012 | 0.00% | 1.00% |
| 2011 | 0.00% | 0.87% |
| 2010 | 0.00% | 0.65% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.07% |
| 2006 | 0.00% | 0.12% |
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