SFY - ETF AI Analysis
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SoFi Select 500 ETF (SFY)
SFY, the SoFi Select 500 ETF, earns a solid overall rating largely because many of its biggest positions—like Nvidia, Microsoft, Apple, and Alphabet—show strong financial performance, positive earnings outlooks, and promising long-term growth tied to AI, cloud, and data centers. However, the fund is heavily tilted toward a handful of large tech and AI-related names, which creates concentration risk, and several of these leaders trade at high valuations with some mixed or cautious technical signals that can limit near-term upside.
SFY vs. SPDR S&P 500 ETF (SPY)
- AUM
- 701.42M
- Region
- North America
- Expense Ratio
- 0.05%
- Beta
- 1.18
- Issuer
- SoFi
- Inception Date
- Apr 11, 2019
- Dividend Yield
- 0.84%
- Asset Class
- Equity
- Index Tracked
- Solactive SoFi US 500 Growth Index
SFY Summary
The SoFi Select 500 ETF (SFY) tracks the Solactive SoFi US 500 Growth Index, focusing on large U.S. companies with strong growth potential. It mainly holds big, well-known names like Nvidia, Apple, Microsoft, and Amazon, with a heavy tilt toward technology and other leading sectors. Investors might consider SFY if they want an easy way to own a broad mix of major growth companies in one fund, aiming for long-term growth while still being diversified across many industries. A key risk is that it is heavily exposed to tech and large growth stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?
SFY has an expense ratio of 0.05%, which means you’ll pay about $0.50 per year for every $1,000 invested. This cost is lower than the average ETF because SFY is passively managed, tracking an index rather than paying managers to pick individual stocks.
What would affect this ETF?
SFY is heavily focused on large U.S. technology and growth companies like Nvidia, Microsoft, Apple, and Alphabet, so it could benefit if innovation, artificial intelligence, and strong corporate earnings continue to drive these sectors and if interest rates stabilize or fall, supporting higher growth stock valuations. On the downside, rising interest rates, slower U.S. economic growth, tighter regulations on big tech or healthcare, or a shift in investor preference away from growth stocks could hurt performance, especially given its concentrated exposure to a few mega-cap tech names.
SFY Top 10 Holdings
SFY is riding a powerful U.S. tech wave, with Nvidia as the heavyweight: its long-term gains from the AI boom are helping, even though the stock has cooled recently. Microsoft and Apple are still steady engines of growth, keeping the fund’s core momentum intact. On the flip side, Broadcom and Alphabet’s share classes have been lagging, acting like a bit of a brake on returns, while Amazon’s performance has been mixed. Overall, this is a U.S.-only, Big Tech–tilted story with a clear bet on AI and digital growth leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 14.53% | $101.88M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 5.25% | $36.79M | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 5.31% | $37.23M | $5.03T | 26.98% | 79Outperform |
 AVGO | Broadcom | 3.47% | $24.31M | $1.56T | -13.38% | 76Outperform |
 MU | Micron | 3.26% | $22.84M | $1.00T | 294.96% | 79Outperform |
 AMZN | Amazon | 2.87% | $20.13M | $2.59T | 7.85% | 71Outperform |
 LLY | Eli Lilly & Co | 2.85% | $20.00M | $1.33T | 67.86% | 72Outperform |
 META | Meta Platforms | 2.07% | $14.55M | $1.57T | -7.72% | 76Outperform |
 GOOGL | Alphabet Class A | 1.75% | $12.30M | $3.41T | -0.58% | 85Outperform |
 GOOG | Alphabet Class C | 1.64% | $11.50M | $3.41T | -1.31% | 82Outperform |
SFY Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SFY, the sentiment is Negative. The current price of 148.77 is below the 20-day moving average (MA) of 153.35, below the 50-day MA of 152.86, and above the 200-day MA of 143.04, indicating a neutral trend. The MACD of -0.66 indicates Positive momentum. The RSI at 38.30 is Neutral, neither overbought nor oversold. The STOCH value of 57.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SFY.
SFY Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SFY | $148.77 | $166.00(11.58% Upside) | $701.42M | 0.05% | 74Outperform |
 QDVO | $28.49 | $36.31(27.43% Upside) | $768.41M | 0.56% | 72Outperform |
 FLCG | $33.39 | $44.03(31.85% Upside) | $691.98M | 0.39% | 75Outperform |
 GGUS | $64.00 | $86.14(34.60% Upside) | $481.58M | 0.12% | 74Outperform |
 CAML | $39.02 | $50.52(29.48% Upside) | $381.24M | 0.65% | 75Outperform |
 LRGE | $85.26 | $115.16(35.06% Upside) | $374.60M | 0.48% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SFY | SoFi Select 500 ETF | 148.77 | 17.60 | 13.42% | |
| QDVO | Amplify CWP Growth & Income ETF | 28.49 | 1.99 | 7.50% | |
| FLCG | Federated Hermes MDT Large Cap Growth ETF | 33.39 | 0.37 | 1.12% | |
| GGUS | Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF | 64.00 | 0.03 | 0.04% | |
| CAML | Congress Large Cap Growth ETF | 39.02 | -0.01 | -0.02% | |
| LRGE | ClearBridge Large Cap Growth ESG ETF | 85.26 | 0.88 | 1.05% |
This 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.