SOVF ETF

$30.08

Returns Overview

1 Month
+4.77%
3 Months
+4.51%
6 Months
-1.47%
YTD
+3.20%
1 Year
-0.62%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SOVF have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+4.77%

3 Months Performance

+4.51%

6 Months Performance

-1.47%

1 Year Performance

-0.62%

Benchmark & Peers

Benchmark
S&P Composite 1500 Equal Weight Total Return Index
This ETF (YTD)
+3.20%
Peer Avg (YTD)
+16.06%
vs Peers
-12.87%

SOVF ETF Performance

SOVF performance across multiple time periods: 1-month 4.77%, YTD 3.20%, 1-year -0.62%.

SOVF returns trail the peer average of 16.06% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

SOVF performance comparison shows side-by-side returns with another fund. SOVF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.77%Jun 24, 2026 to Jul 24, 2026
3 Months+4.51%Apr 24, 2026 to Jul 24, 2026
6 Months-1.47%Jan 26, 2026 to Jul 24, 2026
1 Year-0.62%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized