SFYX vs SFY
Comparison between SOFI NEXT 500 ETF (SFYX, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed SFYX, delivering a return of +15.0% compared to +6.4%
SFYX vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SFYX vs SFY - Historical Returns
Returns include dividend reinvestment.
SFYX vs SFY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFYX | SFY |
|---|---|---|
| 2026 | +3.95% | +9.92% |
| 2025 | +13.45% | +22.30% |
| 2024 | +14.73% | +30.66% |
| 2023 | +18.60% | +30.52% |
| 2022 | -22.37% | -23.41% |
| 2021 | +21.09% | +29.52% |
| 2020 | +17.53% | +23.52% |
| 2019 | +6.95% | +13.37% |
SFYX vs SFY Drawdown Comparison
The maximum drawdown for SFYX was -39.59%, occurring on Mar 18, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SFYX drawdown is -1.20%. The current SFY drawdown is -4.59%.
| Rank | SFYX | SFY |
|---|---|---|
| #1 | -39.59% Feb 20, 2020 - Nov 9, 2020 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -32.36% Nov 8, 2021 - Nov 6, 2024 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -24.57% Nov 25, 2024 - Aug 13, 2025 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -7.82% Apr 19, 2021 - Aug 12, 2021 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -7.72% Oct 27, 2025 - Dec 4, 2025 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -7.68% Jul 24, 2019 - Nov 15, 2019 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -7.15% May 3, 2019 - Jun 28, 2019 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -6.10% Mar 15, 2021 - Apr 14, 2021 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -6.05% Feb 12, 2021 - Mar 15, 2021 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -4.65% Sep 2, 2021 - Oct 19, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -4.36% Jan 20, 2021 - Feb 4, 2021 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #12 | -4.16% Jan 22, 2026 - Feb 5, 2026 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -4.15% Sep 18, 2025 - Oct 27, 2025 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -3.53% Aug 13, 2021 - Aug 25, 2021 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -3.53% Jan 16, 2020 - Feb 12, 2020 | -4.59% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between SFYX and SFY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2025)
SFYX vs SFY dividend yield comparison.
| Year | SFYX | SFY |
|---|---|---|
| 2025 | 1.44% | 0.96% |
| 2024 | 1.25% | 0.99% |
| 2023 | 1.51% | 1.40% |
| 2022 | 1.56% | 1.61% |
| 2021 | 0.90% | 0.90% |
| 2020 | 1.16% | 1.18% |
| 2019 | 1.02% | 1.02% |
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