SFY vs TOPT
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
SFY vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFY
$656M
TOPT
$655M
Expense Ratio
Winner
SFY
0.05%
TOPT
0.20%
Max Drawdown
SFY
33.25%
Winner
TOPT
21.30%
Sharpe Ratio
Winner
SFY
1.14
TOPT
0.81
5Y Beta
SFY
1.14
Winner
TOPT
1.10
P/E Ratio
Winner
SFY
26.88
TOPT
28.16
Forward P/E
Winner
SFY
19.19
TOPT
21.70
PEG Ratio
SFY
N/A
TOPT
0.25
5Y Dividends CAGR
SFY
9.58%
TOPT
N/A
5Y EPS CAGR
Winner
SFY
39.81%
TOPT
38.49%
Debt to Equity
Winner
SFY
34.11%
TOPT
34.55%
P/S Ratio
Winner
SFY
4.31
TOPT
6.94
P/B Ratio
Winner
SFY
6.05
TOPT
8.02
SFY vs TOPT - Holdings Comparison
SFY and TOPT have 18 common holdings. Overlap is 50.19%
SFY's top 25 holdings weight is 54.40%. TOPT's top 25 holdings weight is 100.01%.
| Rank | SFY | TOPT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.07% | NVIDIA CORP (NVDA) - 16.78% |
| #2 | MICROSOFT CORP (MSFT) - 4.98% | APPLE INC (AAPL) - 14.23% |
| #3 | APPLE INC (AAPL) - 4.63% | ALPHABET INC CLASS A (GOOGL) - 6.43% |
| #4 | BROADCOM INC (AVGO) - 4.14% | MICROSOFT CORP (MSFT) - 6.41% |
| #5 | AMAZON.COM INC (AMZN) - 3.18% | ALPHABET INC CLASS C (GOOG) - 5.17% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.01% | AMAZON.COM INC (AMZN) - 4.87% |
| #7 | ELI LILLY AND CO (LLY) - 2.49% | BROADCOM INC (AVGO) - 4.85% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.12% | META PLATFORMS INC CLASS A (META) - 4.37% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.99% | MICRON TECHNOLOGY INC (MU) - 3.93% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.98% | JPMORGAN CHASE & CO (JPM) - 3.80% |
| #11 | n/a (PLTR) - 1.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.80% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.38% | ELI LILLY AND CO (LLY) - 3.72% |
| #13 | TESLA INC (TSLA) - 1.09% | TESLA INC (TSLA) - 3.63% |
| #14 | INTEL CORP (INTC) - 1.00% | ADVANCED MICRO DEVICES INC (AMD) - 3.13% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.88% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.52% |
| #16 | WALMART INC (WMT) - 0.86% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #17 | ABBVIE INC (ABBV) - 0.78% | VISA INC CLASS A (V) - 2.39% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.74% | WALMART INC (WMT) - 1.95% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.68% | INTEL CORP (INTC) - 1.91% |
| #20 | VISA INC CLASS A (V) - 0.65% | CISCO SYSTEMS INC (CSCO) - 1.90% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.27% | COSTCO WHOLESALE CORP (COST) - 1.67% |
| #22 | SERVICENOW INC (NOW) - 0.26% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.26% | MICRO E-MINI NASDAQ 100 INDEX FUTURE SEPT 26 (n/a) - 0.00% |
| #24 | NEWMONT CORP (NEM) - 0.25% | USD CASH (n/a) - 0.00% |
| #25 | INTUITIVE SURGICAL INC (ISRG) - 0.24% | N/A |
| Total Holdings | 458 | 24 |
SFY vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFY
+4.32%
TOPT
+2.43%
3M
Winner
SFY
+2.06%
TOPT
-1.90%
6M
Winner
SFY
+13.75%
TOPT
+9.25%
1Y
Winner
SFY
+23.75%
TOPT
+16.01%
5Y(CAGR)
SFY
+13.32%
TOPT
N/A
Max(CAGR)
SFY
+16.72%
Winner
TOPT
+17.84%
SFY vs TOPT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFY | TOPT |
|---|---|---|
| 2026 | +14.56% | +7.39% |
| 2025 | +22.30% | +20.76% |
| 2024 | +30.12% | +5.03% |
| 2023 | +29.00% | N/A |
| 2022 | -24.38% | N/A |
| 2021 | +28.54% | N/A |
| 2020 | +22.23% | N/A |
| 2019 | +12.42% | N/A |
SFY vs TOPT Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current SFY drawdown is -2.38%. The current TOPT drawdown is -3.09%.
| Rank | SFY | TOPT |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -28.36% Dec 27, 2021 - Feb 7, 2024 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -7.46% May 14, 2026 - Jul 29, 2026 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -7.01% Jun 2, 2026 - Aug 7, 2026 | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -5.37% Mar 28, 2024 - May 14, 2024 | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between SFY and TOPT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
SFY vs TOPT dividend yield comparison.
| Year | SFY | TOPT |
|---|---|---|
| 2026 | 0.42% | 0.19% |
| 2025 | 0.96% | 0.38% |
| 2024 | 0.60% | 0.08% |
| 2023 | 0.28% | 0.00% |
| 2022 | 0.32% | 0.00% |
| 2021 | 0.18% | 0.00% |
| 2020 | 0.24% | 0.00% |
| 2019 | 0.20% | 0.00% |
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