SFY - ETF AI Analysis
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Sofi Select 500 Etf (SFY)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Leadership from Several Strong Tech Names
Top holdings like Nvidia, Broadcom, Amazon, Micron, and Alphabet have delivered strong year-to-date results, supporting the fund’s overall performance.
Negative Factors
Heavy Concentration in a Few Stocks
A large portion of the portfolio is tied up in a small number of companies, especially Nvidia, which increases the impact if any of them stumble.
High Tilt Toward Technology
With a large share of assets in the technology sector, the fund is more vulnerable to downturns in tech-related stocks.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little protection if the U.S. market faces broad weakness.
SFY vs. SPDR S&P 500 ETF (SPY)
AUM621.23M
RegionNorth America
Expense Ratio0.05%
Beta1.19
IssuerSoFi
Inception DateApr 11, 2019
Dividend Yield0.9%
Asset ClassEquity
Index TrackedSolactive SoFi US 500 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,300
30 Day Avg. Volume21,925
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
168.72Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SFY Summary
The SoFi Select 500 ETF (SFY) tracks the Solactive SoFi US 500 Growth Index, focusing on large, fast-growing U.S. companies. It holds many big names you may know, such as Nvidia, Apple, Microsoft, and Amazon, with a heavy tilt toward technology and other innovative industries. Someone might invest in SFY to seek long-term growth while still spreading money across hundreds of leading companies, instead of betting on just one stock. A key risk is that it is heavily weighted in tech and growth stocks, so its price can rise and fall more sharply than the overall 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 the AI wave, with Nvidia, Broadcom, and Micron doing most of the heavy lifting as their chip and data-center stories keep powering ahead. Big Tech mainstays like Amazon and Alphabet are also rising, adding steady fuel to the fund’s growth tilt. Microsoft and Eli Lilly, however, have been more mixed to lagging lately, acting as a bit of a brake on returns. Overall, this is a U.S.-only portfolio that’s heavily concentrated in technology and communication services, with a clear bet on AI-driven growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.57% | $91.03M | $5.06T | 99.22% | 76 Outperform | |
| Broadcom | 6.00% | $37.49M | $2.00T | 117.28% | 76 Outperform | |
| Microsoft | 4.50% | $28.13M | $3.15T | 8.60% | 79 Outperform | |
| Apple | 4.17% | $26.06M | $3.98T | 27.35% | 79 Outperform | |
| Amazon | 3.21% | $20.07M | $2.84T | 39.12% | 71 Outperform | |
| Meta Platforms | 2.72% | $17.00M | $1.71T | 23.44% | 76 Outperform | |
| Micron | 2.67% | $16.68M | $560.17B | 567.72% | 79 Outperform | |
| Alphabet Class A | 2.53% | $15.80M | $4.15T | 118.13% | 85 Outperform | |
| Alphabet Class C | 2.19% | $13.67M | $4.15T | 114.58% | 82 Outperform | |
| Eli Lilly & Co | 1.75% | $10.95M | $835.18B | -1.03% | 72 Outperform |
SFY Technical Analysis
Positive
―
Price Trends
131.66
Positive
132.23
Positive
129.57
Positive
Market Momentum
3.03
Negative
69.07
Neutral
74.05
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 136.26, equal to the 50-day MA of 131.66, and equal to the 200-day MA of 129.57, indicating a bullish trend. The MACD of 3.03 indicates Negative momentum. The RSI at 69.07 is Neutral, neither overbought nor oversold. The STOCH value of 74.05 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
140.96
37.44
36.17%
TGRW
T. Rowe Price Growth Stock ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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GFLW
VictoryShares Free Cash Flow Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity 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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