SFY vs SPY
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSFY has outperformed SPY, delivering a return of +14.3% compared to +13.0%
SFY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFY
$670M
Winner
SPY
$781B
Expense Ratio
Winner
SFY
0.05%
SPY
0.09%
Max Drawdown
Winner
SFY
33.25%
SPY
56.47%
Sharpe Ratio
SFY
1.17
Winner
SPY
1.25
5Y Beta
SFY
1.15
Winner
SPY
1.00
P/E Ratio
SFY
31.95
Winner
SPY
28.78
Forward P/E
Winner
SFY
20.81
SPY
21.23
5Y Dividends CAGR
Winner
SFY
9.58%
SPY
6.00%
5Y EPS CAGR
Winner
SFY
35.72%
SPY
25.62%
Debt to Equity
SFY
35.15%
Winner
SPY
31.92%
P/S Ratio
SFY
4.58
Winner
SPY
3.76
P/B Ratio
SFY
6.69
Winner
SPY
5.64
SFY vs SPY - Holdings Comparison
SFY and SPY have 439 common holdings. Overlap is 78.81%
SFY's top 25 holdings weight is 56.03%. SPY's top 25 holdings weight is 51.74%.
| Rank | SFY | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.05% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | APPLE INC (AAPL) - 4.90% | APPLE INC (AAPL) - 7.37% |
| #3 | BROADCOM INC (AVGO) - 3.97% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | MICROSOFT CORP (MSFT) - 3.90% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.49% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | AMAZON.COM INC (AMZN) - 2.96% | BROADCOM INC (AVGO) - 2.86% |
| #7 | ELI LILLY AND CO (LLY) - 2.42% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.27% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.23% | TESLA INC (TSLA) - 1.70% |
| #10 | ALPHABET INC CLASS C (GOOG) - 2.12% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.63% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | TESLA INC (TSLA) - 1.33% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | INTEL CORP (INTC) - 1.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | n/a (PLTR) - 1.12% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | WALMART INC (WMT) - 0.88% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.85% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | ABBVIE INC (ABBV) - 0.78% | VISA INC CLASS A (V) - 0.90% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.77% | WALMART INC (WMT) - 0.76% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.74% | INTEL CORP (INTC) - 0.75% |
| #20 | VISA INC CLASS A (V) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.61% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.57% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.56% | ABBVIE INC (ABBV) - 0.66% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.56% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | GE AEROSPACE (GE) - 0.53% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 506 | 505 |
SFY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SFY
-0.86%
Winner
SPY
+0.52%
3M
Winner
SFY
+7.69%
SPY
+6.55%
6M
Winner
SFY
+11.75%
SPY
+9.76%
1Y
Winner
SFY
+23.34%
SPY
+20.32%
5Y(CAGR)
Winner
SFY
+14.27%
SPY
+13.01%
10Y(CAGR)
SFY
N/A
SPY
+15.06%
Max(CAGR)
Winner
SFY
+17.45%
SPY
+8.50%
SFY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SFY | SPY |
|---|---|---|
| 2026 | +11.75% | +10.11% |
| 2025 | +22.30% | +18.00% |
| 2024 | +30.66% | +25.59% |
| 2023 | +30.52% | +26.72% |
| 2022 | -23.41% | -18.64% |
| 2021 | +29.52% | +30.52% |
| 2020 | +23.52% | +17.28% |
| 2019 | +13.37% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SFY vs SPY Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SFY drawdown is -3.00%. The current SPY drawdown is -1.24%.
| Rank | SFY | SPY |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.19% Jun 2, 2026 - Jun 10, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.37% Mar 28, 2024 - May 14, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SFY and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SFY vs SPY dividend yield comparison.
| Year | SFY | SPY |
|---|---|---|
| 2026 | 0.43% | 0.49% |
| 2025 | 0.96% | 1.07% |
| 2024 | 0.99% | 1.21% |
| 2023 | 1.40% | 1.40% |
| 2022 | 1.61% | 1.65% |
| 2021 | 0.90% | 1.20% |
| 2020 | 1.18% | 1.52% |
| 2019 | 1.02% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: SFY vs SPY
More Comparisons
Compare with similar stocks
Compare SFY with:
Compare SPY with:
Popular suggestions:
SFYX vs SFY
SOFI NEXT 500 ETF vs SOFI SELECT 500 ETF
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SFYF vs SFY
SOFI SOCIAL 50 ETF vs SOFI SELECT 500 ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF