SFYF vs XPND
Comparison between SOFI SOCIAL 50 ETF (SFYF, ETF) and FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF).
5-Year PerformanceXPND has outperformed SFYF, delivering a return of +13.2% compared to +10.8%
SFYF vs XPND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFYF
$42M
Winner
XPND
$42M
Expense Ratio
Winner
SFYF
0.29%
XPND
0.65%
Max Drawdown
SFYF
56.62%
Winner
XPND
38.10%
Sharpe Ratio
Winner
SFYF
1.08
XPND
0.61
5Y Beta
SFYF
1.40
Winner
XPND
1.26
P/E Ratio
SFYF
58.10
Winner
XPND
41.44
Forward P/E
Winner
SFYF
24.71
XPND
28.19
PEG Ratio
Winner
SFYF
0.21
XPND
0.82
5Y Dividends CAGR
SFYF
21.08%
XPND
N/A
5Y EPS CAGR
Winner
SFYF
28.63%
XPND
24.83%
Debt to Equity
SFYF
N/A
XPND
54.42%
P/S Ratio
Winner
SFYF
3.43
XPND
10.10
P/B Ratio
Winner
SFYF
5.20
XPND
13.09
SFYF vs XPND - Holdings Comparison
SFYF and XPND have 7 common holdings. Overlap is 20.66%
SFYF's top 25 holdings weight is 84.14%. XPND's top 25 holdings weight is 88.96%.
| Rank | SFYF | XPND |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 8.95% | APPLIED MATERIALS INC (AMAT) - 5.94% |
| #2 | TESLA INC (TSLA) - 8.92% | VISA INC CLASS A (V) - 5.02% |
| #3 | NVIDIA CORP (NVDA) - 7.53% | MASTERCARD INC CLASS A (MA) - 5.00% |
| #4 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36% | LAM RESEARCH CORP (LRCX) - 4.87% |
| #5 | APPLE INC (AAPL) - 4.30% | APPLE INC (AAPL) - 4.84% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.13% | NVIDIA CORP (NVDA) - 4.64% |
| #7 | MICROSOFT CORP (MSFT) - 4.03% | ALPHABET INC CLASS A (GOOGL) - 4.50% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.94% | CISCO SYSTEMS INC (CSCO) - 4.28% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.46% | BROADCOM INC (AVGO) - 4.07% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.27% | KLA CORP (KLAC) - 4.05% |
| #11 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 3.22% | PALO ALTO NETWORKS INC (PANW) - 3.96% |
| #12 | COSTCO WHOLESALE CORP (COST) - 3.02% | NETFLIX INC (NFLX) - 3.95% |
| #13 | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 3.01% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.94% |
| #14 | MICRON TECHNOLOGY INC (MU) - 2.98% | TEXAS INSTRUMENTS INC (TXN) - 3.78% |
| #15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.26% | ARISTA NETWORKS INC (ANET) - 2.99% |
| #16 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.23% | T-MOBILE US INC (TMUS) - 2.80% |
| #17 | WALMART INC (WMT) - 2.22% | ORACLE CORP (ORCL) - 2.71% |
| #18 | ELI LILLY AND CO (LLY) - 2.04% | AMPHENOL CORP CLASS A (APH) - 2.67% |
| #19 | BROADCOM INC (AVGO) - 1.99% | ANALOG DEVICES INC (ADI) - 2.63% |
| #20 | ROCKET LAB CORP (RKLB) - 1.82% | QUALCOMM INC (QCOM) - 2.59% |
| #21 | INTEL CORP (INTC) - 1.49% | MARVELL TECHNOLOGY INC (MRVL) - 2.49% |
| #22 | NETFLIX INC (NFLX) - 1.33% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.10% |
| #23 | REALTY INCOME CORP (O) - 1.32% | CORNING INC (GLW) - 2.07% |
| #24 | PFIZER INC (PFE) - 1.17% | FORTINET INC (FTNT) - 1.66% |
| #25 | COCA-COLA CO (KO) - 1.15% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.41% |
| Total Holdings | 50 | 51 |
SFYF vs XPND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFYF
-1.33%
XPND
-5.96%
3M
Winner
SFYF
+7.71%
XPND
+5.53%
6M
SFYF
+10.27%
Winner
XPND
+10.92%
1Y
Winner
SFYF
+25.99%
XPND
+14.59%
5Y(CAGR)
SFYF
+10.77%
Winner
XPND
+13.17%
Max(CAGR)
Winner
SFYF
+17.63%
XPND
+14.12%
SFYF vs XPND - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFYF | XPND |
|---|---|---|
| 2026 | +9.70% | +8.43% |
| 2025 | +30.41% | +18.69% |
| 2024 | +48.55% | +32.27% |
| 2023 | +59.11% | +46.83% |
| 2022 | -48.80% | -29.70% |
| 2021 | +36.96% | +15.05% |
| 2020 | +33.21% | N/A |
| 2019 | +4.95% | N/A |
SFYF vs XPND Drawdown Comparison
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.
The current SFYF drawdown is -6.09%. The current XPND drawdown is -8.20%.
| Rank | SFYF | XPND |
|---|---|---|
| #1 | -56.07% Nov 8, 2021 - Nov 11, 2024 | -38.00% Dec 27, 2021 - Dec 15, 2023 |
| #2 | -41.39% Feb 12, 2020 - Jul 20, 2020 | -23.37% Feb 19, 2025 - Jun 25, 2025 |
| #3 | -26.45% Feb 18, 2025 - Jun 26, 2025 | -17.37% Oct 28, 2025 - May 8, 2026 |
| #4 | -15.18% Oct 29, 2025 - Apr 22, 2026 | -12.65% Jul 10, 2024 - Oct 8, 2024 |
| #5 | -15.15% Mar 15, 2021 - May 27, 2021 | -9.79% Jun 2, 2026 - Jul 20, 2026 |
| #6 | -12.52% Sep 1, 2020 - Nov 19, 2020 | -9.24% Aug 30, 2021 - Nov 2, 2021 |
| #7 | -11.52% Jul 15, 2019 - Dec 16, 2019 | -8.41% Mar 7, 2024 - May 20, 2024 |
| #8 | -10.96% Feb 10, 2021 - Mar 12, 2021 | -5.95% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -8.92% May 29, 2026 - Jun 25, 2026 | -5.83% Nov 19, 2021 - Dec 27, 2021 |
| #10 | -8.72% Sep 7, 2021 - Nov 1, 2021 | -3.86% Dec 19, 2023 - Jan 11, 2024 |
| #11 | -8.66% Jun 2, 2021 - Aug 31, 2021 | -3.80% Feb 9, 2024 - Feb 29, 2024 |
| #12 | -7.33% Dec 17, 2024 - Feb 13, 2025 | -3.77% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -6.71% May 8, 2019 - Jun 19, 2019 | -3.77% Jan 23, 2025 - Feb 5, 2025 |
| #14 | -4.45% Jan 16, 2020 - Feb 12, 2020 | -3.53% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -4.28% Jul 20, 2020 - Aug 5, 2020 | -3.40% Nov 12, 2024 - Dec 4, 2024 |
Correlation
Correlation between SFYF and XPND is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
SFYF vs XPND dividend yield comparison.
| Year | SFYF | XPND |
|---|---|---|
| 2026 | 0.21% | 0.05% |
| 2025 | 0.33% | 0.08% |
| 2024 | 0.31% | 0.12% |
| 2023 | 1.71% | 0.18% |
| 2022 | 1.19% | 0.34% |
| 2021 | 0.26% | 0.02% |
| 2020 | 0.40% | 0.00% |
| 2019 | 0.73% | 0.00% |
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