SFYF vs SFY
Comparison between SOFI SOCIAL 50 ETF (SFYF, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed SFYF, delivering a return of +15.0% compared to +11.3%
SFYF vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFYF
$39M
Winner
SFY
$624M
Expense Ratio
SFYF
0.29%
Winner
SFY
0.05%
Max Drawdown
SFYF
56.62%
Winner
SFY
33.25%
Sharpe Ratio
SFYF
1.56
Winner
SFY
1.61
5Y Beta
SFYF
1.40
Winner
SFY
1.15
P/E Ratio
SFYF
114.44
Winner
SFY
32.72
Forward P/E
SFYF
28.46
Winner
SFY
22.73
PEG Ratio
SFYF
-1.29
SFY
N/A
5Y Dividends CAGR
Winner
SFYF
10.89%
SFY
9.18%
5Y EPS CAGR
SFYF
27.92%
Winner
SFY
38.86%
Debt to Equity
SFYF
N/A
SFY
28.91%
P/S Ratio
Winner
SFYF
2.92
SFY
4.64
P/B Ratio
Winner
SFYF
5.90
SFY
6.93
SFYF vs SFY - Holdings Comparison
SFYF and SFY have 34 common holdings. Overlap is 40.01%
SFYF's top 25 holdings weight is 85.16%. SFY's top 25 holdings weight is 55.42%.
| Rank | SFYF | SFY |
|---|---|---|
| #1 | TESLA INC (TSLA) - 10.08% | NVIDIA CORP (NVDA) - 15.52% |
| #2 | NVIDIA CORP (NVDA) - 7.68% | APPLE INC (AAPL) - 4.80% |
| #3 | AMAZON.COM INC (AMZN) - 6.12% | BROADCOM INC (AVGO) - 4.31% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 5.41% | MICROSOFT CORP (MSFT) - 4.21% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.62% | MICRON TECHNOLOGY INC (MU) - 3.19% |
| #6 | APPLE INC (AAPL) - 4.32% | AMAZON.COM INC (AMZN) - 3.17% |
| #7 | MICROSOFT CORP (MSFT) - 3.88% | ALPHABET INC CLASS A (GOOGL) - 2.46% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.85% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.84% | ELI LILLY AND CO (LLY) - 2.24% |
| #10 | ROCKET LAB CORP (RKLB) - 3.82% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.74% | ADVANCED MICRO DEVICES INC (AMD) - 1.50% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.31% | TESLA INC (TSLA) - 1.46% |
| #13 | COSTCO WHOLESALE CORP (COST) - 2.88% | INTEL CORP (INTC) - 1.30% |
| #14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.82% | n/a (PLTR) - 1.14% |
| #15 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.35% | WALMART INC (WMT) - 0.92% |
| #16 | INTEL CORP (INTC) - 2.33% | JPMORGAN CHASE & CO (JPM) - 0.76% |
| #17 | BROADCOM INC (AVGO) - 2.23% | ORACLE CORP (ORCL) - 0.73% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 2.12% | LAM RESEARCH CORP (LRCX) - 0.72% |
| #19 | WALMART INC (WMT) - 1.73% | ABBVIE INC (ABBV) - 0.68% |
| #20 | ELI LILLY AND CO (LLY) - 1.62% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | NETFLIX INC (NFLX) - 1.58% | AMGEN INC (AMGN) - 0.26% |
| #22 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.58% | INTUITIVE SURGICAL INC (ISRG) - 0.26% |
| #23 | REALTY INCOME CORP (O) - 1.16% | THE GOLDMAN SACHS GROUP INC (GS) - 0.26% |
| #24 | THE WALT DISNEY CO (DIS) - 1.05% | NEWMONT CORP (NEM) - 0.25% |
| #25 | COCA-COLA CO (KO) - 1.04% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% |
| Total Holdings | 52 | 463 |
SFYF vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFYF
+3.40%
SFY
+2.77%
3M
Winner
SFYF
+14.24%
SFY
+11.25%
6M
SFYF
+8.33%
Winner
SFY
+9.90%
1Y
Winner
SFYF
+41.17%
SFY
+30.97%
5Y(CAGR)
SFYF
+11.25%
Winner
SFY
+15.01%
Max(CAGR)
Winner
SFYF
+17.93%
SFY
+17.51%
SFYF vs SFY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFYF | SFY |
|---|---|---|
| 2026 | +9.42% | +9.92% |
| 2025 | +30.41% | +22.30% |
| 2024 | +48.55% | +30.66% |
| 2023 | +59.11% | +30.52% |
| 2022 | -48.80% | -23.41% |
| 2021 | +36.96% | +29.52% |
| 2020 | +33.21% | +23.52% |
| 2019 | +4.95% | +13.37% |
SFYF vs SFY Drawdown Comparison
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SFYF drawdown is -6.33%. The current SFY drawdown is -4.59%.
| Rank | SFYF | SFY |
|---|---|---|
| #1 | -56.07% Nov 8, 2021 - Nov 11, 2024 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -41.39% Feb 12, 2020 - Jul 20, 2020 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -26.45% Feb 18, 2025 - Jun 26, 2025 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -15.18% Oct 29, 2025 - Apr 22, 2026 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -15.15% Mar 15, 2021 - May 27, 2021 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -12.52% Sep 1, 2020 - Nov 19, 2020 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -11.52% Jul 15, 2019 - Dec 16, 2019 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -10.96% Feb 10, 2021 - Mar 12, 2021 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -8.72% Sep 7, 2021 - Nov 1, 2021 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -8.66% Jun 2, 2021 - Aug 31, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -7.33% Dec 17, 2024 - Feb 13, 2025 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #12 | -6.71% May 8, 2019 - Jun 19, 2019 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -6.33% May 29, 2026 - Jun 5, 2026 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -4.45% Jan 16, 2020 - Feb 12, 2020 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -4.28% Jul 20, 2020 - Aug 5, 2020 | -4.59% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between SFYF and SFY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2025)
SFYF vs SFY dividend yield comparison.
| Year | SFYF | SFY |
|---|---|---|
| 2025 | 0.33% | 0.96% |
| 2024 | 0.31% | 0.99% |
| 2023 | 1.71% | 1.40% |
| 2022 | 1.19% | 1.61% |
| 2021 | 0.26% | 0.90% |
| 2020 | 0.40% | 1.18% |
| 2019 | 0.73% | 1.02% |
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