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