SFY - ETF AI Analysis
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Sofi Select 500 Etf (SFY)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer brands, have shown strong or steady performance, helping support the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of these big positions perform poorly.
Very High Technology Exposure
Nearly half of the fund is invested in the technology sector, making the ETF more sensitive to downturns in tech stocks.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering very little exposure to other regions and their potential growth.
SFY vs. SPDR S&P 500 ETF (SPY)
AUM680.55M
RegionNorth America
Expense Ratio0.05%
Beta1.18
IssuerSoFi
Inception DateApr 11, 2019
Dividend Yield0.82%
Asset ClassEquity
Index TrackedSolactive SoFi US 500 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,326
30 Day Avg. Volume15,813
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
190.30Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering501
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SFY Summary
The SoFi Select 500 ETF (SFY) is a fund that follows the Solactive SoFi US 500 Growth Index, focusing on large, fast-growing U.S. companies. It holds many well-known names like Nvidia, Apple, Microsoft, Amazon, and Alphabet, with a big tilt toward technology stocks. Investors might consider SFY if they want simple, broad exposure to leading growth companies and a way to diversify across many sectors while still aiming for long-term growth. However, because it leans heavily into tech and other growth stocks, its price can swing a lot and may go up and down sharply with the market.
How much will it cost me?The Sofi Select 500 ETF (SFY) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The Sofi Select 500 ETF (SFY), with its strong focus on U.S. large-cap growth stocks, could benefit from advancements in technology and innovation, particularly given its heavy exposure to companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, as growth stocks often perform poorly in such environments, or if regulatory pressures increase on major tech firms. Economic conditions in the U.S., such as inflation or recession risks, could also impact the ETF's performance.
SFY Top 10 Holdings
SFY is riding a powerful U.S. tech wave, with Nvidia sitting in the driver’s seat as a rising AI heavyweight that can swing the fund all by itself. Microsoft and Micron are also climbing, adding fuel to the tech-led rally, while Amazon and Alphabet are more mixed, helping over the long haul but wobbling in recent months. Apple looks steady but is losing a bit of short-term steam, and Meta has been dragging performance lately. Overall, this is a U.S.-only, Big Tech–heavy story with semiconductors front and center.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.01% | $102.15M | $5.15T | 24.46% | 76 Outperform | |
| Apple | 5.14% | $34.97M | $4.85T | 41.67% | 79 Outperform | |
| Microsoft | 5.01% | $34.12M | $3.64T | -2.10% | 79 Outperform | |
| Broadcom | 3.45% | $23.47M | $1.62T | 0.56% | 76 Outperform | |
| Micron | 3.28% | $22.35M | $1.05T | 478.78% | 79 Outperform | |
| Amazon | 2.96% | $20.13M | $2.65T | 6.19% | 71 Outperform | |
| Eli Lilly & Co | 2.38% | $16.19M | $1.07T | 51.05% | 72 Outperform | |
| Meta Platforms | 2.26% | $15.35M | $1.72T | -12.55% | 76 Outperform | |
| Alphabet Class A | 2.17% | $14.79M | $4.17T | 37.81% | 85 Outperform | |
| Alphabet Class C | 2.02% | $13.75M | $4.17T | 34.49% | 82 Outperform |
SFY Technical Analysis
Positive
―
Price Trends
150.14
Positive
148.15
Positive
139.70
Positive
Market Momentum
-0.05
Positive
51.79
Neutral
21.82
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 151.54, equal to the 50-day MA of 150.14, and equal to the 200-day MA of 139.70, indicating a bullish trend. The MACD of -0.05 indicates Positive momentum. The RSI at 51.79 is Neutral, neither overbought nor oversold. The STOCH value of 21.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SFY.
SFY Peer Comparison
Comparison Results
Performance Comparison
SFY
Sofi Select 500 Etf
151.64
24.63
19.39%
QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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GGUS
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress Large Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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