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SFY - ETF AI Analysis
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Sofi Select 500 Etf (SFY)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Large, Established Holdings
The ETF’s biggest positions are in well-known, major companies, which can provide a more stable core for a portfolio.
Broad Sector Coverage
Although technology is the largest slice, the fund still spreads money across many sectors like health care, financials, and consumer stocks, helping reduce reliance on any single industry.
Negative Factors
Heavy Technology Concentration
A large portion of the fund is invested in technology stocks, which can make the ETF more sensitive to swings in that sector.
Weak Recent Performance in Key Holdings
Several of the largest positions, including major tech names, have shown weak year-to-date performance, which has likely weighed on the fund’s overall results.
Limited International Diversification
Almost all of the ETF’s assets are invested in U.S. companies, offering very little exposure to markets outside the United States.
SFY vs. SPDR S&P 500 ETF (SPY)
AUM556.72M
RegionNorth America
Expense Ratio0.05%
Beta1.18
IssuerSoFi
Inception DateApr 11, 2019
Dividend Yield0.97%
Asset ClassEquity
Index TrackedSolactive SoFi US 500 Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,233
30 Day Avg. Volume20,515
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
164.94Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering504
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 well-known names such as Nvidia, Microsoft, Apple, and Amazon, with a big tilt toward technology and other innovative businesses. Someone might invest in SFY to seek long-term growth while still spreading money across many leading companies instead of picking individual stocks. A key risk is that the fund 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 leaning heavily on U.S. mega-cap tech, with Nvidia, Microsoft, Broadcom, and Apple sitting in the driver’s seat. Lately, though, this tech engine has been sputtering: Nvidia is treading water, while Microsoft, Broadcom, Apple, and Meta have been losing steam and acting as a drag. Offsetting some of that pressure, Alphabet and Micron have been bright spots, with Micron in particular powering ahead. Amazon and Eli Lilly add a steadier note, but overall the fund’s story is one of concentrated, tech-heavy U.S. growth with mixed recent results.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.02% | $78.03M | $4.44T | 31.66% | 76 Outperform | |
| Broadcom | 5.04% | $28.05M | $1.54T | 39.53% | 76 Outperform | |
| Microsoft | 4.54% | $25.30M | $2.98T | -1.74% | 79 Outperform | |
| Apple | 4.29% | $23.91M | $3.76T | 4.57% | 79 Outperform | |
| Meta Platforms | 2.81% | $15.63M | $1.62T | -13.15% | 76 Outperform | |
| Amazon | 2.60% | $14.49M | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class A | 2.43% | $13.54M | $3.70T | 65.05% | 85 Outperform | |
| Micron | 2.38% | $13.27M | $463.33B | 313.64% | 79 Outperform | |
| Eli Lilly & Co | 2.21% | $12.28M | $981.09B | 23.18% | 72 Outperform | |
| Alphabet Class C | 2.12% | $11.80M | $3.70T | 63.76% | 82 Outperform |
SFY Technical Analysis
Negative
―
Price Trends
132.85
Negative
131.44
Negative
124.31
Positive
Market Momentum
-0.38
Positive
43.56
Neutral
51.75
Neutral
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 undefined is equal to the 20-day moving average (MA) of 132.94, equal to the 50-day MA of 132.85, and equal to the 200-day MA of 124.31, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 43.56 is Neutral, neither overbought nor oversold. The STOCH value of 51.75 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
Performance Comparison
SFY
Sofi Select 500 Etf
130.95
17.19
15.11%
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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LRGE
ClearBridge Large Cap Growth ESG ETF
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FLCG
Federated Hermes MDT 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.
Disclaimer
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.Date of analysis: ―
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