SFYF vs XJUL
Comparison between SOFI SOCIAL 50 ETF (SFYF, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF).
SFYF vs XJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFYF
$42M
XJUL
$42M
Expense Ratio
Winner
SFYF
0.29%
XJUL
0.85%
Max Drawdown
SFYF
56.62%
Winner
XJUL
9.10%
Sharpe Ratio
SFYF
1.08
Winner
XJUL
1.33
5Y Beta
SFYF
1.40
Winner
XJUL
0.42
P/E Ratio
SFYF
58.10
XJUL
N/A
Forward P/E
SFYF
24.71
XJUL
N/A
PEG Ratio
SFYF
0.21
XJUL
N/A
5Y Dividends CAGR
SFYF
21.08%
XJUL
N/A
5Y EPS CAGR
SFYF
28.63%
XJUL
N/A
P/S Ratio
SFYF
3.43
XJUL
N/A
P/B Ratio
SFYF
5.20
XJUL
N/A
SFYF vs XJUL - Historical Returns
Returns include dividend reinvestment.
1M
SFYF
-1.33%
Winner
XJUL
+0.81%
3M
Winner
SFYF
+7.71%
XJUL
+2.58%
6M
Winner
SFYF
+10.27%
XJUL
+4.40%
1Y
Winner
SFYF
+25.99%
XJUL
+9.55%
5Y(CAGR)
SFYF
+10.77%
XJUL
N/A
Max(CAGR)
Winner
SFYF
+17.63%
XJUL
+9.94%
SFYF vs XJUL - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFYF | XJUL |
|---|---|---|
| 2026 | +9.70% | +4.67% |
| 2025 | +30.41% | +10.21% |
| 2024 | +48.55% | +10.77% |
| 2023 | +59.11% | +4.06% |
| 2022 | -48.80% | N/A |
| 2021 | +36.96% | N/A |
| 2020 | +33.21% | N/A |
| 2019 | +4.95% | N/A |
SFYF vs XJUL Drawdown Comparison
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The maximum drawdown for XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current SFYF drawdown is -6.09%.
| Rank | SFYF | XJUL |
|---|---|---|
| #1 | -56.07% Nov 8, 2021 - Nov 11, 2024 | -9.10% Feb 19, 2025 - May 12, 2025 |
| #2 | -41.39% Feb 12, 2020 - Jul 20, 2020 | -4.73% Jul 31, 2023 - Nov 14, 2023 |
| #3 | -26.45% Feb 18, 2025 - Jun 26, 2025 | -3.16% Jul 22, 2024 - Aug 15, 2024 |
| #4 | -15.18% Oct 29, 2025 - Apr 22, 2026 | -2.76% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -15.15% Mar 15, 2021 - May 27, 2021 | -1.70% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -12.52% Sep 1, 2020 - Nov 19, 2020 | -1.66% Oct 27, 2025 - Nov 28, 2025 |
| #7 | -11.52% Jul 15, 2019 - Dec 16, 2019 | -1.10% Dec 6, 2024 - Dec 26, 2024 |
| #8 | -10.96% Feb 10, 2021 - Mar 12, 2021 | -0.99% May 19, 2025 - May 30, 2025 |
| #9 | -8.92% May 29, 2026 - Jun 25, 2026 | -0.98% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -8.72% Sep 7, 2021 - Nov 1, 2021 | -0.93% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -8.66% Jun 2, 2021 - Aug 31, 2021 | -0.89% Mar 28, 2024 - Apr 29, 2024 |
| #12 | -7.33% Dec 17, 2024 - Feb 13, 2025 | -0.78% Dec 26, 2024 - Jan 15, 2025 |
| #13 | -6.71% May 8, 2019 - Jun 19, 2019 | -0.77% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -4.45% Jan 16, 2020 - Feb 12, 2020 | -0.75% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -4.28% Jul 20, 2020 - Aug 5, 2020 | -0.69% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between SFYF and XJUL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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